Many thanks to Indianapolis Mayor Joe Hogsett for recognition and support of employee ownership through the below proclamation!
Ready to elevate your exit planning expertise? Join us for Advisors’ Edge: Unlocking Employee Ownership for Your Clients, a CE-accredited course designed specifically for financial professionals like you. This training, is provided by the Indiana Center for Employee Ownership in partnership with the Employee Ownership Expansion Network and Project Equity. In this free…
Do ESOPs work in Indiana? Yes they do! A review of DOL5500 form data for Indiana companies organized as ESOPs (DOL code 2O, 2P, or 2Q) for the years 2014 to 2023 identifies the following trends… Number of ESOPs increased from 174 in 2014 to 194 in 2023, a 11.7% increase. The number of total…