Many thanks to Carole Leslie for sharing her news letter Ownership Matters. Below is the most current newsletter, with prior editions archived as links below.
Who should own your business after you? Employee ownership isn’t a new idea, but it’s widely overlooked — surprisingly so, given how the models have been shown to benefit not just workers but also owners. Companies looking to convert to employee ownership can find examples across industries, firm sizes and ages, and ownership stakes. Join…
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.
In a recently published article by Kate McCaffey providing insights to KPMG’s Private Enterprise Business Survey – 73% of respondents stated they expected to transition their businesses to new leadership within 3-5 years. While 69% intended to sell to a third party, although 72% of the respondents felt that employee ownership trusts (EOTs) with a…
Many thanks to Carole Leslie for sharing her Ownership Associates Nov 2023 Newsletter Ownership Matters.
The Indiana Center for Employee Ownership is partnering with the Ohio Employee Ownership center to present the 2023 Southwest Ohio Employee Ownership Forum. This day-long forum, will be held at the Sinclair Conference Center (located in Sinclair Community College) on December 6, 2023 from 8am-4pm. The forum features sessions on legal and technical issues; CEO/CFO…
Many thanks to Carole Leslie for sharing her newsletter Ownership Matters – Oct 2023
Many thanks to Carole Leslie for sharing her Ownership Matters Newsletter: