How an Employee Stock Ownership Plan (ESOP) Works
This short web article introduces how an ESOP works, rules, and tax advantages.
We Are Owners
EA is a 100% employee-owned public benefit corporation that provides environmental, compliance, natural resources, and infrastructure engineering and management solutions to a wide range of public and private sector clients. Headquartered in Hunt Valley, Maryland, EA employs more than 500 professionals through a network of 25 commercial offices across the continental United States, as well … Read More
Building a Resilient ESOP Company
This is a self-help manual for enhancing the culture and results at your ESOP company.
Race, Equity and the Transformative Power of Employee Ownership: A Conversation with Todd Leverette
This interview with Todd Leverette explores how employee ownership could address the racial wealth gap and benefit Black and brown communities. “Employee ownership gives Black and brown workers the ability to both build wealth and improve the quality of their jobs through actually having a voice in not just their day-to-day activities but in the … Read More
Making an Impact: The SRC Culture
SRC employee-owners share how they impact the company’s bottom line – from idea sharing to cost savings. SRC Holdings is an open book employee owned company based in Springfield, Missouri.
Latinx Co-op Power in the U.S.
Latinx people have long been an influential and integral part of the U.S. cooperative movement. Several Latinx-led organizations, such as Prospera in Oakland and Green Worker Cooperatives in the Bronx, have strongly influenced activity and models of cooperatives in their own localities and nationally. Furthermore, individual cooperative members who identify as Latinx bring their own … Read More
Guidelines for Equitable Employee Ownership Transitions: How Investors, Founders, and Employees Can Share in the Value Created by Broadly Held Enterprise Ownership
These Guidelines for Equitable Employee Ownership Transitions are a collaborative work of practitioners and thought leaders in the fields of investment management, employee ownership, and socially responsible business who believe deeply in the promise of shared enterprise ownership to build a more just and inclusive economy.
Cooperatives in New Orleans: Collective Action and Urban Development
Cooperatives have been central to the development of New Orleans. Anne Gessler asserts that local cooperatives have reshaped its built environment by changing where people interact and with whom, helping them collapse social hierarchies and envision new political systems. Gessler tracks many neighborhood cooperatives, spanning from the 1890s to the present, whose alliances with union, … Read More
The Case for Employee Ownership
The case for employee ownership is undisputed. As philanthropists and government leaders grapple with how to address both long-entrenched and newly-emerging forms of economic insecurity, there is no better time to look to effective but lesser-known solutions, such as employee ownership. Even before the economic crisis brought on by COVID-19, income and wealth inequality and downward economic mobility for frontline workers were truths so obvious that one could visually observe them in most communities. Now, more than ever, we need solutions that create economic resiliency for workers and local economies.
COVID-19 Resources for Worker Cooperatives, Small Businesses, and Individuals
To our members and the wider cooperative community. We are thinking about you and strategizing about how best to support your businesses and people during the evolving situation. We know that at this point, many of us are receiving information from a multitude of sources, which can feel overwhelming. The USFWC is actively working to curate … Read More
Toward a New Democracy: Why the Coronavirus Crisis is an Opportunity to Reshape the Relationship Between Workers and Their Employers
The most fundamental tragedy of the coronavirus crisis is human. It is lives being lost. Somewhere close behind is the feeling of desperation shared by working people. In an economy where it is estimated that 50 percent of the labor force survives from paycheck to paycheck, we are facing an economic crisis of unprecedented proportions that exposes a fundamental flaw in our widely accepted idea of the relationship between working people and their places of work.
Chatsworth Products, Inc.
This PowerPoint presentation is a case study that is part of Class 4 from the Course: Topics in Corporate Governance: Techniques of Equity Compensation. The case study discusses Chatsworth Products, Inc. (CPI), a leading manufacturer of systems designed to organize, store and secure IT infrastructure equipment. This presentation and case study is part of the … Read More
Learning from Coworkers: Peer Effects on Individual Investment Decisions
Using unique data on employee stock purchase plans (ESPPs), we examine the influence of networks on investment decisions. Comparing employees within a firm during the same election window with metro area fixed effects, we find that the choices of coworkers in the firm’s ESPP exert a significant influence on employees’ own decisions to participate and … Read More
A Cooperative Story N° 8 Up & Go, New York, USA
Up & Go is a digital platform where people can book cleaning services. It is also a cooperative owned by worker-owned cleaning cooperatives. This video includes voices of immigrant worker-owners, and reflections about the importance of organizing workers in the digital gig “platform economy.”
Building Workers’ Wealth in Cities and States: State and Local Policies to Support Employee Ownership and Broad-Based Profit-Sharing
City and state policymakers across ideological divides can help raise standards for workers and boost sustainable economic growth by supporting employee ownership and broad-based profit-sharing.
Employee-Owned Firms: Why and How
Dr. Avner Ben-Ner was recognized for his entire body of work at the 2020 Workshop in Honor of Louis O. Kelso. See slides from the presentation using the Resource Link below. See the video presentation here. Avner Ben-Ner is a Professor in the Center for Human Resources and Labor Studies in the Carlson School of Management at … Read More
Interview with Avner Ben-Ner
In this short video, Dr. Avner Ben-Ner describes his research on equity compensation and its effects. “Employee ownership is a complex and yet very simple straightforward idea.”
Employee Ownership and Group Incentives (HRM 533:325)
This course will explore the contemporary revival of interest in broad based employee share ownership structures. We will investigate the legal and policy frameworks that presently structure employee ownership.
2019 Worker Cooperative State of the Sector Report
The 2019 Worker Cooperative State of the Sector is a report on worker-owned business in the United States. This report, a co-production of Democracy at Work Institute and the US Federation of Worker Cooperatives, draws upon the latest developments in the field. It includes an updated map of metro areas home to concentrations of worker … Read More
Beyond Engagement
The most successful ESOP companies have one thing in common. Their employees are not just motivated and engaged, they are actively engaged in structured opportunities to identify problems and generate new ideas. Open doors are not enough; you need a system that not only makes this possible but makes it part of people’s jobs. This … Read More
This is What Employee Ownership Looks Like
In this video about North State Grocery, the 100% employee owned chain of grocery stores operating as Holiday Market and Sav-Mor-Foods in Northern California and Oregon, employees describe what employee ownership means to them.
National Van Lines, Inc.
How National Van Lines retained its culture and success through employee ownership, guided by the ESOP advisory services of Verit Advisors.
Interview with Philip Mellizo
In this short video, Dr. Philip Mellizo describes his special research approach to studying employee ownership. “The way that I go about analyzing these questions is by developing controlled economic experimental studies.”
GPS 2020: Guidance, Procedures, Systems – Combined 4-in-1 Volume
The CEPI provides unbiased guidance and resources for issuers, service providers and auditors. This combined 4-in-1 volume covers Employee Stock Purchase Plans, Restricted Stock and Restricted Stock Units, Performance Awards, and Global Equity Plans. This volume is designed to help prepare people for examinations necessary to achieve the Certified Equity Professional designation from the Certified … Read More
Pennsylvania Center for Employee Ownership YouTube Channel
Series of videos about employee ownership produced by the Pennsylvania Center for Employee Ownership. The Millionaire Grocery Clerk At the grocery chain WinCo Foods, grocery clerks become millionaires. How? WinCo is employee owned through an ESOP. ESOPs are a win win win win – businesses get significant tax breaks, owners get paid full fair market … Read More