Employee Stock Ownership Plans (ESOPs) Archives - Page 3 of 17 - CLEO Skip to main content

Introducing CLEO—the Rutgers Online Employee Ownership Library: What Business Owners Can Learn

Adria Scharf | May, 2021

The redesigned Curriculum Library for Employee Ownership (CLEO), the online library dedicated to employee share ownership, features more than 600 resources—including company case studies, links to scholarly research articles, informative videos, and policy reports. This webinar introduces this free online library and highlights resources of interest to business owners who are considering employee ownership. Research … Read More

Race and Gender Wealth Equity and the Role of Employee Share Ownership

Douglas Kruse, Jenny Weissbourd, Joseph Blasi, Joyce Klein, Julian McKinley, Maureen Conway, Melissa Hoover, Todd Leverette, Yoorie Chang, Zen Trenholm | April, 2021

Even before the pandemic, many workers struggled to build wealth. Divisions between men and women, and between white households and households of color, are particularly striking. The pandemic has exacerbated and heightened awareness of these inequities, and there is a mounting sense of urgency to find practical solutions. Increasing participation in business ownership can help … Read More

Equity Compensation & Employee Ownership

Joseph Blasi | February, 2021

This is a survey course that explores the variety of ways that businesses can compensate employees with shares of equity, profits, or gains and the human resource management, employment relations, organizational and individual motivational issues that such practices raise. The class will use the Harvard Business School case study method where each class will be … Read More

Why Aren’t There More? Assessing Barriers to ESOP Creation

Jared Bernstein | January, 2021

This study by Jared Bernstein looks at why there are not more ESOPs and considers how to address potential barriers to entry. Drawing on a survey of 250 non-ESOP business owners and leaders, as well as interviews with business owners of employee-owned companies, it argues that education and awareness about the ESOP structure is key.

Who Should Own Your Business After You? A Guide for Business Owners

Democracy at Work Institute, The National Center for Employee Ownership | January, 2021

This booklet helps business owners evaluate employee ownership. Thousands of business owners have decided that employee ownership is the best way to preserve the job security of their workforces and protect the character of their companies while providing them and their families fair value. In “Who Should Own Your Business After You?,” several of them … Read More

Employee-Owned Firms in the COVID-19 Pandemic: How Majority-Owned ESOP & Other Companies Have Responded to the Covid-19 Health and Economic Crises

October, 2020

This significant new study shows that majority employee-owned companies with Employee Stock Ownership Plans (ESOPs) are outperforming non-employee owned companies during the COVID-19 pandemic in the areas of job retention, pay, benefits, and workplace health safety. The study reveals that ESOPs have been more proactive about ensuring the safety of employees during the pandemic and … Read More

PDS: Ring-Fencing the Ranch

Dennis Campbell, Kerry Herman, Tarun Khanna | September, 2020

Pallak Seth, Group CEO of PDS Multinational Fashions, is contemplating options to bring better collaboration across his global apparel supply chain platform. PDS, a group of 50-plus subsidiary companies, each led by its own CEO and with different apparel industry specialties, has grown rapidly over the past decade, yet the industry is increasingly competitive and … Read More

We Are Owners

EA Engineering | August, 2020

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

Teaching Employee Share Ownership

Adria Scharf, Daphne Berry, Edward J. Carberry, Joseph Blasi | August, 2020

In this workshop, “Research and Teaching about Equity Compensation, Employee Share Ownership and Profit Sharing in Organizations,” expert professors describe a variety of different ways they teach about employee ownership and equity compensation in their university courses–and the resources, videos, and case studies that they use. This workshop features Daphne Berry, Joseph Blasi, and Ed … Read More

Race, Equity and the Transformative Power of Employee Ownership: A Conversation with Todd Leverette

Karen Kahn, Todd Leverette | July, 2020

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

The Sociology of Worker Ownership: New Data Sets and Research Approaches

July, 2020

In this video workshop, “The Sociology of Worker Ownership: New Data Sets and Research Approaches,” leading researchers introduce datasets that enable the study of worker ownership. The workshop opens with comments from Joyce Rothschild and Joseph Blasi, and is moderated by Adria Scharf. Janet Boguslaw, Laura Hanson Schlachter, Nancy Weifek, and Joseph Blasi present. Sarah … Read More

Guidelines for Equitable Employee Ownership Transitions: How Investors, Founders, and Employees Can Share in the Value Created by Broadly Held Enterprise Ownership

Hilary Irby, Jessica Rose | June, 2020

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.  

The Case for Employee Ownership

Hilary Abell | May, 2020

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.

National Van Lines, Inc.

Mary Josephs | January, 2020

How National Van Lines retained its culture and success through employee ownership, guided by the ESOP advisory services of Verit Advisors.

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