Editor’s note: This is part four of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than 6,500 ...

An Employee Stock Ownership Plan (ESOP) gives employees an ownership stake in the company. It does this at no direct cost by allocating shares of company stock to their retirement accounts. In ...

Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. How far employee ownership has come and how much opportunity remains.

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

Since their establishment in 1974, Employee Stock Ownership Plans (“ESOPs”) have become a popular and effective mechanism for private companies (both C corporations and S corporations) to provide ...

Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans — and why. Transcripts are generated using a ...

Employee Stock Ownership Plans offer a unique opportunity for companies to create a culture of ownership and drive employee engagement. Maine has seen a flurry of companies go ESOP over the past ...

The Third Circuit Court of Appeals joined the Eighth Circuit in ruling that even if cash payments to redeem employee stock ownership plan (ESOP) accounts are otherwise deductible dividends within the ...

Employee stock ownership plans (ESOPs) have been used as a business succession strategy by employers across many industries. In the cannabis industry, ESOPs have come and gone and come again as a ...

Evan Edwards is the CEO of Project Equity, a national nonprofit that helps businesses and communities build wealth through shared ownership. Selling a business to private equity is a common practice, ...