Spring 2017


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

ESOPs – a Pathway to the Middle Class and Beyond

It’s 7 a.m. and the southern California sun is beaming down on Mission Viejo, warming both the suburban homes around the lake and Diane Reho’s steering wheel, comforting her morning hands as she drives to the manufacturing plant where she has worked for more than 20 years. Only two-and a half years remain until her 65th birthday and retirement…continue

Small Business Administration’s Certification Requirements Overdue for Improvement

The drawbacks of U.S. Government regulations surrounding ESOPs have been well-documented within the employee ownership community. A recent case has once again brought these drawbacks to the public’s attention…continue

Submitted H.R. Bill 2092 Would Improve ESOP Environment for Small Businesses

Recent legislation submitted by U.S. Congressman Dave Reichert (WA-8) could dramatically improve the legislative and tax environment for employee stock ownership plans. If passed, H.R. Bill 2092: Promotion and Expansion of Private Employee Ownership Act of 2017 will help small businesses meet Small Business Administration certification requirements…continue

EO Client Profile – Westpak, Inc.

How would you like to work for a company that has great benefits and specializes in breaking stuff? Westpak, Inc. provides product and packaging testing services to an extensive list of industries, such as life sciences, pharmaceuticals, military/aerospace, cold chain (a temperature-controlled supply chain), sustainability, hazardous material, supply chain and more…continue

Certified Employee Owned

September 5th marks the launch of Certified EO, a new certification program that affirms a company’s status as truly employee owned…continue

Will Impact Investors Embrace Employee Ownership

For social entrepreneurs concerned about growing income inequality in the U.S. and around the world, one way to spread the wealth is through employee ownership. With that in mind, you’d think impact investors would be clamoring to invest in such companies…continue

Employee Ownership Management Program Fall 2017

The Beyster Institute will present its 15th annual Employee Ownership Management program this fall – Oct. 15-18, 2017 at the Rady School of Management. The class is part of the Institute’s comprehensive program of employee-ownership governance education…continue

Modern Times ESOP Gives 30 Percent of Company to Employees

Modern Times Beer Company announced the implementation of an ESOP, giving workers a minority ownership stake in the company. The move makes the four-year old beer company the first employee-owned brewery in the state of California…continue