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Results for: Finance | Showing Results: 1 to 25 | Total Results: 42 | Sort By: Alphabetical Publication Date

Agricultural Cooperatives: Origins, Structure, Financing and Partnerships 

This technical note explains how agricultural cooperatives are structured and financed, as well as how they form partnerships with one another and other elements of the food system. 
Author: Goldberg, Ray A.; Preble, Matthew
Pub. Date: 2010-11-18

Beyster Institute's Employee Ownership Management Program, 2010 

Curriculum material for Beyster Institute's Employee Ownership Management Program, a seminar presented at the Rady School, UCSD.  
Author:
Pub. Date: 2010-01-01

Beyster Startup Toolkit: Sharing Equity Ownership 

Ultimately, the success of your venture will be determined not by your efforts alone but by the performance of the cast of people — employees, partners, or associates — that you assemble. So, if there is a strategy that can help you get more out of the people on whom you depend and also boost your organizational horsepower, you owe it to yourself to take a serious look. A policy of sharing equity with employees that is designed and used wisely can be just that strategy. 
Author: The Beyster Institute
Pub. Date: 2015-06-08

Binary Economics: The Economic Theory that Gave Rise to ESOPs  

ESOPs are part of a broader approach to expanded capital ownership, broader prosperity, and economic justice known as binary economics. Binary economics was first advanced by Louis Kelso, who is also widely known as the inventor of the ESOP. 
Author: Ashford, Robert
Pub. Date: 2006-01-01

Cataphora: Teaching Note 

This Teaching Note accompanies the 'Cataphora: A Conscious Decision to Bootstrap' case. 
Author: Lee, Moses; Goldstein, Amy
Pub. Date: 2011-07-21

Client Profile: Flexpak Corporation 

Flexpak Corporation, has been a leader in providing thermoforming and packaging services to its clients for many years. The employee-owned company, founded in 1974 by Donald Bond is headquartered a few minutes from downtown Phoenix, Ariz.  
Author: Zollars, Ron
Pub. Date: 2011-06-16

Colt Industries 

Colt Industries is a conglomerate that is considering undertaking a leveraged recapitalization. 
Author: Stein, Jeremy C.
Pub. Date: 1988-08-03

Converting Failed Financial Institutions into Mutual Organisations 

The immediate issue is whether the failed financial institutions that were taken into public ownership could be re-launched as mutuals rather than as plcs. 
Author: Michie, Jonathan; Llewellyn, David T.; Anderson, David; Eyre, Nick; Hunt, Peter; Mills, Chris; Palmer, Jeremy
Pub. Date: 2009-09-01

Critical Mass Radio Show Featuring Keith Molchan and Martin Staubus 

This Critical Mass Radio Show discusses why, when and how business owners should choose the ESOP path as the correct succession strategy… 
Author: Franzi, Richard; Molchan, Keith; Staubus, Martin
Pub. Date: 2015-03-17

Dependency, Poverty and Employee Ownership 

In today's economy, some employees live paycheck to paycheck and are unable to save for a rainy day, let alone retirement. However, an increasingly utilized business model may yield part of the solution. Employee Stock Ownership Plans (ESOPs) are a promising alternative to traditional business models… 
Author: Hoffmire, John
Pub. Date: 2015-03-09

eBay, Inc.: Stock Option Plans (A, B, C) 

The footnote disclosure for eBay, Inc. in 2000 indicates that if the company had accounted for employee stock options under the fair value method, its reported profit of $48 million would have been a loss of $91 million. 
Author: Bradshaw, Mark T.
Pub. Date: 2005-11-18

Employee Ownership in the Airline Industry 

One of the most visible examples of employee ownership in companies has been in the airline industry, where players like Southwest and United have made efforts to increase employee participation, responsibility and ownership. This Reading Collection features case and other material highlighting airlines' experiences with employee ownership.  
Author: Johnson, Jennifer
Pub. Date: 2010-10-20

Employee Perspectives on Stock Ownership: Financial Investment or Mechanism of Control? 

This paper explores employee ownership as a financial investment rather than a mechanism of control. Viewed from such a perspective, relations among employee ownership, satisfaction, and desired influence are more complex than supposed.  
Author: French, J. Lawrence
Pub. Date: 1987-01-01

ESOP Basics: Creating an Ownership Culture 

Sharing ownership with employees offers the opportunity to involve the workforce in the business with the same sense of responsibility that an owner has.  
Author:
Pub. Date: 2009-01-01

ESOP Basics: What is an ESOP? 

What is an ESOP? Employee Stock Ownership Plans, or ESOPs, were designed as a way to put ownership into the hands of American workers. 
Author:
Pub. Date: 2009-01-01

ESOP Basics: When Employee Ownership Makes Sense 

The number of Employee Stock Ownership Plans (ESOPs) in the United States has increased from approximately 200 employing 250,000 workers in 1974 to over 11,000 established ESOPs in 2005 covering an estimated 11 million employees. 
Author:
Pub. Date: 2009-01-01

ESOP: Everything You Need to Know About ESOPs (Part I and II) 

Ronald J. Gilbert, President of ESOP Services, Inc,. discusses the leveraged Employee Stock Ownership Plan (ESOP), highlighting the mechanics, advantages, and financing sources. ESOP Services, Inc.'s professionals are experienced in preliminary analysis, plan and financial transaction design, implementation, financing, ESOP termination and litigation support. 
Author: Gilbert, Ron
Pub. Date: 2011-01-01

How Equal Exchange Aligns Our Capital with Our Mission 

In the wake of this cooperative’s recently concluded $4M stock offering, Equal Exchange created a single document that explains all of our unorthodox capital model… 
Author: Fireside, Dan; North, Rodney
Pub. Date: 2015-05-29

How to Turn Eighty Million Workers into Capitalists on Borrowed Money 

This book aims at nothing less than the creation of a society free from poverty, war, and toil, and the authors argue that these goals can be achieved through such policies as the extension of property- holding and the reduction of taxes and government spending.
Author: Kelso, Louis O.; Hetter, Patricia
Pub. Date: 1967-01-01

L. S. Starrett Company  

Should Wachovia Bank and Trust lend the ESOP of Starrett the money to purchase shares? The required tasks involve a standard credit analysis and the valuation of Starrett's shares.  
Author: Bruner, Robert F.; Hennessy, Peter R.
Pub. Date: 2008-10-21

Launch of Durra: Women in Islamic Banking 

The case focuses on the vice-president and regional head of corporate banking for Noor Islamic Bank in Dubai as she arrives in the United States to promote the first global network for women in Islamic banking and finance, known as Durra. 
Author: Roth, Alexandra; Wesley, David T.A.
Pub. Date: 2010-04-19

New Social Investing Option: In Equal Exchange 

Fair trade and beverage pioneer, Equal Exchange, has teamed up with socially progressive bank, Wainwright Bank, to raise capital, protect its independence, and create a new financial product for investors.  
Author:
Pub. Date: 2006-05-25

Note on Employee Stock Ownership Plans (ESOPs) and Phantom Stock Plans 

Provides a brief overview of employee stock ownership plans (ESOPs) and phantom stock plans for owners of closely held companies. 
Author: Crane, Dwight B.; Reinbergs, Indra A.
Pub. Date: 2000-11-08

Ottawa Devices, Inc. (B) 

The Rollins family assembly was meeting to choose between several business strategies, including an employee stock ownership plan. 
Author: Reiling, Henry B.; Midgley, Harry C.
Pub. Date: 2004-11-23

Overcoming Short-Termism within British Business: The Key to Sustained Economic Growth 

This Review looks at ‘short-termism’ within British business: the pressure to focus on short-term results to the possible detriment of the long-term health of a company, or even a whole industry. The investigation confirmed that short-termism constrains the ambition of UK business, holding back its development and inhibiting economic growth... 
Author:
Pub. Date: 2013-03-05