Spring 2018


Stay current on employee ownership issues and activities with EO Insights, our quarterly online publication.

Want to Retire Early? Step 1: Join an ESOP

A majority of American householders have less than $10,000 in retirement savings. Twenty years ago, Daniele Barajas, like most Americans, hadn't put much thought into planning for retirement; yet after watching her older siblings struggle to stay afloat financially, long-term economic security became a top priority. "I knew what I didn't want for myself and tried to go on a different path...continue

Tax Reform’s Impacts on Employee Ownership

On Dec. 22, President Trump signed the tax reform bill, making its provisions the law of the land. The law's accelerated timeline ensures that tax experts will uncover new implications of its many changes, especially to business taxation. The tax reform bill's most direct impact on broad-based employee ownership is through its provisions on certain broad-based plans, but employees of companies that meet the law's requirements will find more favorable tax treatment of their planscontinue

Connecting Employee Ownership to Employee Owners

Employee ownership is a fantastic way to transform a company. In the last Employee Ownership Insights, we discussed a few thought starters to prepare people for the journey toward employee ownership. In this article, let's dig in on four ideas to make a more direct tie from the ownership structure to ownership attitude...continue

Aligning Incentives in an EO Company: Synthetic Equity

We know that employee owned (EO) companies enjoy strategic benefits. They outperform comparable non-EO companies, they take care of their employees, and they have increased financial stability. In other words, employee owners tend to be happy, healthy, and wealthy. After all, who doesn't work hard for a company that they own? However, employee ownership is only one of many tools that can be used to incentivize employeescontinue

Employee Owners are Conscious Capitalists

A recent Conscious Capitalism event in La Jolla left this author thinking about whether employee ownership fits within the Conscious Capitalism credo. Conscious Capitalism starts with a commonly heard counterintuitive idea: you should first give before you receive. Conscious Capitalism applies that idea to the role of business in society. The organization was founded in 2010 on the observation that businesses acting according to a system of values manage to make positive differences while making a profitcontinue

Executive Compensation Studies from the Beyster Institute

Companies with ESOPs face special challenges when determining executive compensation. It can be a difficult balancing act. The desire to attract and maintain highly driven executives must be achieved while safeguarding the financial interests of all the employee shareholderscontinue

How Do I Get My Employees to Have a Greater Sense of Ownership in the Company?

Perception of an organization's culture changes in an instant. A random tweet, a customer complaint, a change to an employee policy or a leadership change can all be disruptive, often leading to the challenge that one's culture, for good or bad, has been forever changedcontinue

Corporate Directors’ Exchange - June 2018

Coming this June 10-12, 2018, the Beyster Institute will conduct its sixth annual - "Corporate Directors' Exchange" program. As part of the Governance Curriculum on Employee Ownership at the Rady School of Management, the Directors' Exchange is a unique opportunity for people serving in or considering serving as directors of ESOP companies to share their experiences with others in similar situationscontinue