News
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On its 30th anniversary of brewing craft beer, Great Lakes Brewing Co. owners revealed to their employees that they were introducing an ESOP. Read More About What’s Brewing with ESOPs Now? Great Lakes Brewing Co. (Ohio) Establishes ESOP
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Three California solar energy companies have gone down the road of employee ownership as their succession plans. Read More About Green ESOPs? Green Energy Pioneers Transfer Ownership to Employees
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The week of March 12-16 was a very big week for pro-ESOP bipartisan legislation (H.R. 5236) in Washington, D.C. Read More About Big Week for Pro-ESOP Legislation for Small Businesses
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Strong Successor Management Key to ESOP Success?
Mar 5, 2018The Minneapolis StarTribune recently published an interview with Paul Halverson of Chartwell Financial Associates. When asked what makes for a successful ESOP company, Mr. Halverson pointed to a strong management team that can perpetuate the company Read More About Strong Successor Management Key to ESOP Success? -
The best answer for the “profile” question? A business owner who really cares about the two “L’s” – Loyalty and Legacy. Caring about the two “L’s” is not a prerequisite to being a good candidate for an ESOP. But in our experience, if that is where th Read More About Who is a good ESOP Candidate? Start with the Two “L’s”