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The Lending Opportunity Generation: FAQs and Case Studies For Investing In Businesses Converting To Worker Ownership

Alison Lingane, Camille Kerr, Dorian Gregory | January, 2016

The opportunity to convert businesses to worker cooperatives is increasingly becoming recognized as a strategy for strengthening our local economies. The need—and opportunity—for lenders and other capital providers to participate in these sales transactions is expected to grow significantly in the coming years. But only a handful of lenders in the U.S. specialize in lending … Read More

Compensation, Funding, and Ownership (ENTR 599)

Aaron Crumm | January, 2016

This course is presented from the perspective of the entrepreneur and employee owner. The seven week course will cover the critical steps of equity and employee ownership; founding your own company or joining a start–up, successfully navigating funding rounds, deploying your equity to incentivize employees and encourage long–term growth, or negotiating through an exit. 

Does an ESOP Make Sense? Craft Beer’s Growth and Consolidation 

Damien Vira | December 2015

The consolidation and sale of some beloved brands to Big Beer has raised eyebrows and piqued new questions about the industry’s identity. The good news is the industry is still expanding with more than 4,000 U.S. craft breweries, over 100 in San Diego alone, and there is an opportunity for employee stock ownership plans (ESOPs) to play a larger role in the industry’s future. 

Looking for Mr. GoodTrustee 

Anthony Mathews | December, 2015

The purpose of this brief article is to suggest an interview script that reflects a list of areas that an ESOP company should want to understand completely before handing over this extremely important role to an outsider… 

Why H-E-B’s Texas Supermarket Competitors Should Be Scared

Mary Josephs | November, 2015

A favorite question of mine for any CEO: What’s the toughest thing about your business? I guarantee you any executive in the supermarket industry will rank among his or her top headaches the hiring and retention of good people, in an industry where service quality increasingly is the mark of differentiation, and worker turnover is … Read More

Section 1042: A Guide to Floating Rate Notes 

Damien Vira | September, 2015

Floating rate notes (FRNs) are bonds that have a variable coupon that is pegged to a reference rate, typically LIBOR, plus a fixed spread. There are several variations of FRNs, but this article will focus on those utilized to fulfill IRC Section 1042 requirements. 

Capitalism for Everyone: Encouraging Companies to Adopt Employee Ownership Programs and Broad-Based Profit Sharing

Danielle Corley, David Madland, Karla Walter | July, 2015

When a company does well, so should its workers. American workers have helped the economy grow by becoming more productive. Yet, even as productivity has increased, many middle- and working-class households have experienced stagnant wages and declining household incomes over the past few decades. This means workers currently receive only a small share of the … Read More

Succession at Berrett-Koehler Publishers: Institutionalizing the “BK Way” and Protecting BK Values for Future Success 

Murray Silverman, Sally Baack | June, 2015

The Berrett-Koehler (BK) case highlights the efforts of a competitively successful, mission-driven, socially responsible publishing company to preserve its values, culture and practices while ensuring continued future success. The case provides an opportunity to cover corporate governance topics such as: ownership structures, shareholder relations, CEO and organizational succession planning, and board roles and responsibilities. 

ESOP and a New Wave of Local Awareness 

Anthony Mathews | June, 2015

By taking the great example of regional ESOP promotion pioneers, engaging the University of California in the effort and working to engage other educational institutions as well as leaders in business and the local employee ownership community, we believe that it will be very possible to build strong regional support for the idea that communities ought to be the most active supporters of employee ownership… 

Beyster Startup Toolkit: Sharing Equity Ownership 

The Beyster Institute | June, 2015

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. 

Case Studies: Business Conversions to Worker Cooperatives: Insights and Readiness Factors for Owners and Employees

Alison Lingane, Shannon Rieger | April, 2015

How does a business go about transitioning —“converting”— to a worker-owned cooperative? This report provides illustrations with case studies of businesses that have converted and highlights key lessons from those companies’ experiences. The report categorizes conversions into four types: Type I: Owner sells to existing employees with the intention of remaining with the company; Type … Read More

Improbable Schweitzer Engineering ESOP Story: Growth Company That Stayed Put

Mary Josephs | March, 2015

Peoria, Ill., without Caterpillar (CAT)? Benton Harbor, Mich., without Whirlpool (WHR)? Columbus, Ind., without Cummins Engine (CMI)? One of America’s under-­appreciated relationships is the one between smaller cities and bigger companies, an often-­happy exchange of quality-of-­life for the combination of well-paying and skilled jobs, economic growth and stability, and corporate generosity to support cultural and … Read More

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