What’s new in Scottish Employee Ownership
Many thanks to Carole Leslie of Ownership Associates UK for sharing her March 2023 newsletter Ownership Matters.
2022 Construction Summit ESOP Panel Discussion
Presented by Walt Eckert, Brad Minor, Paul Esche, Jeff Pangburn, and Thomas Stafford on Thursday, August 11 at the 2022 Construction Summit, this break-out session discussed an overview of ESOPs as an exit strategy, ESOP functions, challenges for the Construction industry, and answers to common ESOP questions. 2022 Construction Summit ESOP Panel Discussion from Blue…
Employee Ownership News From Scotland – Feb 2023
Many thanks to Carole Leslie from Ownership Associates UK providing news and updates on employee ownership in Scotland. Of particular interest is the graphic on page 10 illustrating the growth of EOTs in Scotland. Enjoy – Rick
ESOP Feasibility
What is an ESOP Feasibility Study? Simply put, an ESOP feasibility study evaluates certain metrics and aspects of your business to determine if becoming an ESOP makes sense. The study should answer the following two questions: Can we do an ESOP transaction; does it make good financial sense for the company? Consideration may include: Is…
Go for Gold!
I am pleased to report that INCEO has earned a 2023 Gold Seal of Transparency from GuideStar.
Our Share: Employee Ownership as a Wealth Sharing Tool
Just completed the Coursera course Our Share: Employee Ownership as a Wealth Sharing Tool. This is a free course, offered by Rutgers, In this course, you will learn about a well-researched tool for building a more equitable economy: “employee ownership.” You will learn what it is, how it differs from traditional business ownership models, and…
Business Succession Planning
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
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
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
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!