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Featured
How does an ESOP work?
What are the benefits to an ESOP?
What to Expect in Your First Year as an ESOP
Communicating Company Valuation: Beyond the Basics
The Board and Trustee in ESOP Companies: Roles, Responsibilities, and Collaboration
What to Expect as a New ESOP
Ownership Culture: Moving Beyond Committees
How to Review a Valuation Report: A Guide for ESOP Trustees
Driving Value: Unlocking Share Price in Employee-Owned Companies
Communicating ESOP Company Valuation and Values
Understanding the Duties of ESOP Board Members and Trustees
Building Employee Understanding of the Trustee’s Role
Ask an ESOP Expert: 7 Questions About Employee Ownership
Governance Resource Guide for Board Members of Employee-Owned Companies
Governance Help 101: The Difference Between Shareholder, Board, and Participant Meetings
Who Runs Any Corporation?
Day-to-Day Management of an ESOP Company
The Role of the Board
Who does the Trustee represent?
Trustee Duties in a Nutshell
The Board, the Trustee, and the ESOP
NCEO Chapter 3: Fiduciary Issues for Trustees Regarding Corporate Governance and Executive Compensation
How Does An ESOP Help Pay For My Retirement?
Is An ESOP Better Than Other Retirement Programs?
Role of the Employee Stock Ownership Plan trustee
ESOP Terminology
So, your Company is Owned by an ESOP…Now What?

Videos and Podcasts

ESOP: A Four Letter Word
What an ESOP Actually Is vs. What People Think It Is

Video by Michael Lovett, ASA, Ventura Trust and Eric Sundheim, ASA, Mercovus Valuations

Welcome to Ventura Trust

Neil Brozen was interviewed on a podcast, explaining how ESOPs work. Listen to the podcast on their website.

Our new client, Spiars, made this video regarding the ESOP at their company.

NCEO Annual Conference 2021 – Best Practices for Effective Boards of Directors in ESOP Companies