Resources for Business Leaders Looking to Establish an Employee Stock Ownership Plan (ESOP)

Our resource center provides videos, whitepapers, articles and reports — including those published in academic journals — to offer a deeper dive into ESOPs.

Why ESOP?

When planning an exit or liquidity event, owners often consider selling to a third party, family, or management. But family members may lack interest or ability, and management may not have the resources. For those wanting to preserve their legacy, keep the business local, or stay involved post-sale, an Employee Stock Ownership Plan (ESOP) offers a compelling alternative.

How to Finance an ESOP Transaction – Structures & Sources

After exploring ESOP benefits, it’s time to look at funding. This video breaks down common transaction structures and financing options to help you envision what’s possible.

Who Is a Good Candidate for an ESOP?

ESOPs work well for a wide range of companies—large or small, public or private. This video highlights the key traits that make a company a strong fit for employee ownership.

Sharing Experience with Other Private Business Owners

Edward “Ted” Lentz, former owner of Lentz Milling Company, reflects on selling his business—and why he wishes he had considered an ESOP to reward his employees.

Establishing an ESOP

Learn about the three parallel steps involved in setting up and closing an ESOP transaction: securing financing, preparing the ESOP plan, and completing the transaction itself.