This event has been cancelled as of June 6, 2025. Are you a business owner? Perhaps thinking about ownership transition, retirement, or wondering how you might preserve the legacy that you have built up over a lifetime? The Silver Tsunami is upon us! Members of the boomer generation are reaching normal retirement age at a…
A review of DOL 5500 Forms for 2023 (the most recent year with complete results) for Indiana identifies that Indiana is home to 183 ESOPs, with 182,479 participants, with plan assets over 25 billion dollars. There are ESOPs in over 84 Indiana communities – but the top 5 Indiana cities for ESOPs are: Rank City/cities…
NCEO’s listing of the 100 largest broad-based employee-owned companies in the US. Listing is available here. Congratulations to: Jasper Holdings (#27), and Miller’s Health Systems (#46)
SW Ohio Employee Ownership Forum – Presented by the Ohio Employee Ownership Center at Kent State University and the Indiana Center for Employee Ownership. Overview This day-long forum, held in Southwest Ohio, is designed to review this current year, and look forward to, and plan for, the upcoming year. It also provides a great opportunity…
Pleased to share that I have successfully completed EO ExitPro 101: Employee ownership for small business advisors. This course offered by Project equity provides the knowledge and tools to effectively serve as a quarterback, point person or referral roles for employee ownership exit transitions.
For your use during Employee Ownership Month Celebrations!
Many thanks to Carole Leslie of Ownership Associates for sharing her newsletter on Employee Ownership events in Scotland; January 2024 Newsletter February 2023 Newsletter March 2024 Newsletter April 2024 Newsletter May 2024 Newsletter June 2024 Newsletter