Spring 2018


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

Wanting to Sell Your Business and Retire? You’re Not Alone. And You Have Options.

Are you wanting to sell your business and retire?  There are 2.3 million baby boomers--dubbed the Silver Tsunami--wanting to do the same.  And with one-third of business owners over 50 reporting a hard time finding a buyer, your odds may not seem so great.  What if we told you there was a way to avoid needing to find and vet an outside buyer to take your company into the next generation? You could get control over the deal, set up the sale when you want, for the market value you deserve, while leaving a legacy...continue

Small Business Owners Are Getting a New Incentive to Sell to their Employees

The federal government just made it a lot easier to form an employee-owned business. In an increasingly rare example of bipartisan cooperation, President Donald Trump on Aug. 13 signed a defense bill into law that included a popular provision that allows the Small Business Administration to straightforwardly loan money to employee-owned businesses that wish to buy out retiring small business owners…The Conversation Op Ed - 8/15/18

True Success Includes the Entire Team

Smitten with Elizabeth and married at the age of 20, I dropped out of school for the third time and focused my efforts on helping launch a specialty coffee roaster in the early 90s. I started out blending and roasting coffee; we won awards and quickly built a reputation for bringing quality coffee to the masses, following Starbucks around the states. When the opportunity arose, I jumped into a sales development role and helped open new channels of business and launching roasting operations in Europe and Asia...continue

NCEO Employee Ownership Index Doubles S&P Performance for its First Year

On June 19, 2017, the NCEO created the Employee Ownership Index, an index of 28 publicly traded companies that had both broad-based employee ownership and had won one of three major national employer rating awards, each of which puts a high emphasis on employee engagement (Fortune's Best Companies to Work for, the Gallup Engagement Index, and the Enterprise Engagement Alliance awards)…continue

Teamwork—Lessons from Music, Sports and Life

When we talk about teams, the usual analogies and examples use sports teams and typically with popular sports many of us experienced growing up and might still follow—baseball, football, basketball, soccer, hockey, etc.  However, there are many other venues to observe and learn about successful teamwork…continue

Philly Business Spotlight – WWDB – 850AM with Anthony Mathews – 7/9/18

Listen to an interview with Anthony Mathews from the Beyster Institute regarding ESOPs and his career.  Program hosted by Brian Dougherty, WWDB 860 AM in Philadelphia during the “Ask the Experts” segment (interview runs from 24:00-40:00)…continue

Hire for Believer Mindset

A very important piece of building an employee ownership culture is believer bias.  Orchestrating a business culture, the developed patterns of attitudes and actions, needs daily intention and attention.  Where simple, centralized structures are still mainstream in businesses, employee ownership cultures embrace a more open, productive, and rewarding structure where trust, sensibility, and critical thinking rule…continue

Main Street Employee Ownership Act

The Main Street Employee Ownership Act was officially signed into law on Aug. 14, 2018 as part of the FY2019 National Defense Authorization Act. H.R.5236 expands the universe of the allowable use of 7(a) loans to certain small businesses by amending the Small Business Administration’s rules pertaining to employee-owned small business concerns…Main Street Employee Ownership Act of 2018

Harvard Business Review: Why the U.S. Needs More Worker-Owned Companies

The gap in wealth in the United States between the ultrawealthy and everyone else has reached its widest point in decades.  One way to narrow the divide is through the use of worker buyouts, in which ownership of a company transfers from a single person or a small number of people to the workers of the company…HBR article - 8/9/18

Employee Ownership Management Program – Fall 2018

The Beyster Institute will present its 16th annual Employee Ownership Management program this fall – Oct. 14-17, 2018 at the Rady School of Management.  The class is part of the Institute’s comprehensive program of employee-ownership governance education: the Governance Curriculum for Employee-Ownership Companies…continue