Latest Articles
- ESOP – Growth Through Acquisitions
June 3rd, 2025 - Indiana ESOPs
May 19th, 2025 - Employee Ownership Summit 2025
April 21st, 2025 - Indiana ESOPs – 2023 DOL Form 5500
April 21st, 2025 - Silver Tsunami – Indiana
January 15th, 2025
UPDATE – Theory Wellness initiated an ESOP to become the largest Employee-owned Cannabis Company. Co-founder and Chief Strategy Officer Nick Friedman told Green Market Report that the business on Wednesday closed a transition into an employee stock ownership plan (ESOP), which is a government program that Friedman said is structured similarly to 401k retirement plans. “It essentially is a…
A joint webinar on ESOP Sustainability presented by INCEO, Katz, Sapper, Miller, Retirement Management Services, and Blue & Co. When: Jan 17, 2024 at 12:30 – 1:30 PM Eastern Time Description: Employee Stock Ownership Plans (ESOPs) can be powerful tools for fostering employee engagement, creating a sense of ownership, and driving business success. However, maintaining…
Many thanks to Carole Leslie for sharing Ownership Associates UK Newsletter Ownership Matters.