The U.S. Senate Committee for Health, Education, Labor, and Pensions held a hearing Wednesday to discuss strengthening ...

ESOPs offer a tax-efficient way to transition ownership, and as federal programs like the SSBCI continue to expand, more small businesses will be able to take advantage of these structures.

One study from the National Center for Employee Ownership found significantly improved retention at companies with ESOPs — a median of 5.1 years of tenure, compared with 3.5 years in other companies.

A 2023 study by the NCEO found that employees at ESOP-owned S-corporations have more than twice the amount of retirement savings as their non-ESOP counterparts: the median ESOP account balance is ...

Leveraged ESOP vs. non-leveraged ESOP: In simple terms, if a company has the funds to purchase its stock outright it is non-leveraged, while stock purchased through financing is considered leveraged.

According to the National Center for Employee Ownership (NCEO), companies with ESOPs grow 2.5% faster than non-ESOP companies, largely due to the sense of ownership employee-owners feel.

This is when they gain access to a share of ownership. Most ESOP employees, about 71-percent of them, also receive profit sharing. This compares to about 31-percent of non-ESOP employees.

On February 6, 2025, a Pennsylvania federal judge gave preliminary approval to a $2.1 million settlement resolving a class action involving the Pride Mobility ESOP. This case is one of six brought ...