Employee Stock Ownership Plans
Employee Stock Ownership Plans (ESOPs) support business growth by fostering employee engagement, retention, and productivity through shared ownership. As a succession strategy, ESOPs provide a way for business owners to exit while preserving the company’s legacy and local jobs. By aligning employee and company interests, ESOPs can drive long-term performance and create wealth-building opportunities for workers.
Navigate this page to access presentations, templates, and resources designed to help entrepreneurs explore employee stock ownership plans.
Featured Resources
Supporting entrepreneurs at different stages requires different tools and approaches. Review our featured resources below to better support your entrepreneurs.
Employee Stock Ownership Plan Summary Video
The Employee Stock Ownership Plan (ESOP) Summary Video provides a clear and concise introduction to how ESOPs work and their potential benefits for business owners and employees. This video helps…
Employee Stocks Ownership Plans Training Deck
This presentation introduces entrepreneurs to a legal arrangement known as an employee stock ownership plan (ESOP). ESOPs are powerful tools to motivate employees and help transform a businesses into a more…
ESOPs External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Summary Video
Special ESOPs Considerations for SEDI Businesses
Business Readiness and Scale
ESOPs are typically best suited for stable, profitable businesses with enough scale to manage the costs and structure. Advisors should assess whether the business is financially and operationally ready for this transition.
Education on Ownership and Governance
SEDI entrepreneurs and employees may have limited exposure to shared ownership models. Providing clear, accessible education on how ESOPs work, including governance and financial implications, is essential for informed decision-making.
Access to Technical Assistance and Advisors
Implementing an ESOP requires legal, financial, and valuation expertise. Advisors should connect entrepreneurs with culturally competent professionals and technical assistance programs experienced in working with diverse communities.
Wealth-Building and Legacy Preservation
ESOPs can be a powerful tool for community wealth-building and preserving businesses in historically underserved areas. Advisors should highlight how ESOPs can support both personal financial goals and broader community impact.
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We've assembled a curated list of links to trusted resources that help entrepreneurs explore Employee Stock Ownership Plans.
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