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Business Succession Planning

January 23rd, 2023 admin BLOG Comments Closed

Thinking about succession planning but not sure where to start? Check out this free EBOOK by Chris Cooper & the Ohio Employee Ownership Center at Kent State. Please note the book is 42 pages in length and may take a moment to view.

Blue & Company

January 16th, 2023 admin BLOG Comments Closed

The Indiana Center for Employee Ownership (INCEO) has a single focus – to assist businesses in the State of Indiana to understand employee ownership, and the benefits to all involved. We provide no technical services nor do we endorse any specific service provider organizations. We do, however, lend guidance by educating interested parties, and by…

2023 Spring Conference

January 11th, 2023 admin BLOG Comments Closed

Hope to see you at the 2023 Indiana Chapter Spring ESOP Conference on March 8th! The event will be held from 8AM – 3:15PM at: 502 East Event Centre 502 East Carmel Drive Carmel, Indiana 46032 Registration & the agenda for the event are available on the Indiana Chapter page of The ESOP Association. INCEO…

2021 DOL 5500 Reports

January 4th, 2023 admin BLOG Comments Closed

Did you Know… According to the 2021 DOL 5500 reports, Indiana is home to 177 ESOPs, which cover 168 thousand Hoosiers, with total plan assets exceeding 23 billion dollars! This is an average ESOP account balance of ~ $139,000, slightly higher than Vanguards 401K average of ~129K! Go ESOPs!

Dec 2022 – Ownership News from Scotland

December 28th, 2022 admin BLOG Comments Closed

Many thanks to Carole Leslie for sharing the Ownership Associates newsletter.

What’s New in Scotland Employee Ownership?

December 8th, 2022 admin BLOG Comments Closed

Many Thanks to Carole Leslie for sharing Ownership Matters, employee ownership news from across Scotland

SW Ohio Employee Ownership Forum

December 6th, 2022 admin BLOG Comments Closed

A join conference (Ohio Employee Ownership Center and Indiana Center for Employee Ownership, Dec 7, 8am – 4 pm at the Sinclair Conference Center, Dayton Ohio. Chris Cooper and Dr. Van Doel, will be co-presenting a session for ESOP leadership and Directors Forum. At this session we will discuss leadership and governance issues from an…

Why ESOPs?

October 31st, 2022 admin BLOG Comments Closed

Please note – This post will no longer be updated and the content has been moved to the Why Employee Ownership page One of the common questions of companies contemplating transition to an ESOP is why? The purpose of this blog post is to provide an aggregation of various news stories on companies that…

ECONOMIC RECOVERY AND EMPLOYEE OWNERSHIP CONFERENCE

October 14th, 2022 admin BLOG Comments Closed

Nov. 2 9:00am-2:45pm (Eastern time) This is a virtual conference. There is no charge to attend, but registration is required. Click HERE to register. What is employee ownership? It can take many forms, but the two most common forms of employee ownership in the US are the worker co-op model and the employee stock ownership plan (ESOP).…

Oct Ownership News from Scotland

October 10th, 2022 admin BLOG Comments Closed

Many thanks to Carole Leslie of Ownership Associates for sharing her newsletter on Employee Ownership In Scotland. Last month during our family vacation to Scotland, we had an opportunity to meet with Carole in Edinburg and chat about employee ownership.