ESOP Transactions

The Employee Ownership Foundation, the affiliated foundation of The ESOP Association, is collaborating with the National Center for Employee Ownership (NCEO) on ESOP transactions metrics. If you would like to participate in this survey, please see below.

Following is an explanation provided to the Foundation by the NCEO.

Share Your Data: The ESOP Transaction Survey

The NCEO requests the help of current ESOP companies to share some core measures of their ESOP transactions, such as the types of service providers involved, the percentage of shares, and the broad cost range.

You can learn more about the survey and then fill it out here. It should take no more than 15 minutes and requires minimal research, if any.

Your responses will be completely confidential, and the NCEO will release only aggregate results to avoid any exposure for individual companies or even small groups of companies.

The NCEO’s goal is to publish an easy-to-find document that can help business owners considering an ESOP ask the right questions and maximize the chances that companies end up with the best transaction for their situation.

Contact Nancy Wiefek at the NCEO (NWiefek AT nceo.org510-208-1312) with questions.

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