OwnersEdge, Inc.

What makes ESOP different than other types of succession planning? ESOPs, private equity, and cooperatives represent distinct models of business ownership and control, each with unique implications for employees. ESOPs involve employees gaining ownership through trust-held company stock, enhancing engagement by linking benefits to company performance, and providing income tax advantages. Private equity typically focuses on restructuring for profit, with employee incentives tied to performance targets. Cooperatives offer democratic control and profit-sharing based on participation, fostering a community-focused workplace culture. Each model shapes company culture and employee involvement differently, influencing both short-term operations and long-term strategic direction. Do you have other questions about #successionplanning? Let us help! Drop a comment below or send us a DM. #EmployeeOwnership #ESOP

According to the The National Center for Employee Ownership (NCEO), as of 2024, there are roughly 6,500 employee stock ownership plans, at 6,322 companies, covering 14.7 million participants and holding over $2.1 trillion in assets - with an increase in the number of participants. Why is the number of employee owners growing? Simple. ESOPs offer a way to improve employee satisfaction and retention, align company and employee interests, and facilitate succession planning. An ESOP structure not only fosters a collaborative workplace culture but also helps ensure the longevity and stability of the company by aligning the goals of the employees with those of the organization. As more businesses recognize these advantages, the trend towards employee ownership is likely to continue growing. What's your take on ESOPs? Have you seen the impact of employee ownership in your workplace? Share your experiences in the comments! #ESOP #EmployeeOwnership

Looking for a strategic ESOP ownership speaker? Meet Christine Adee! “Chris was a wonderful and engaging speaker. You can tell she knows the intricacies of ESOPs and employee ownership and her perspectives were fresh, insightful, and invaluable to our team.” - NCEO Conference Attendee Learn more about her areas of expertise and how to request her as your next expert ESOP speaker. https://lnkd.in/gXCSz2rm #ESOP #ESOPspeaker #EmployeeOwnership

ICYMI: Earlier this month, BAYCOM, Inc. was acknowledged by the Green Bay Chamber of Commerce for growth, impact, innovation, and leadership. “Everyone at BAYCOM is proud of what we’ve been able to accomplish in terms of growth but what’s really exciting is the bottom-line results that our employee-owners receive since we’re an ESOP company. As an ESOP, we all work together and have a common goal so each of our team members can secure their American dream. That’s what drives us each and every day.”  - Katie Busch, President #ESOP #EmployeeOwned

As a business owner, you face pivotal moments when contemplating ownership transitions. Greg Linnemanstons, President of Weidert Group, shares his journey from business owner to employee owner through an Employee Stock Ownership Plan (ESOP). #ESOP #EmployeeOwnership

Still riding high after a fantastic ESOP day in Milwaukee. We were thrilled to host Vaishant S. and Alejandro Molina from The White House at our ESOP round table. Thank you to John Fortin and Steen Coleman for hosting us Paper Machinery Corporation and demonstrating what employee ownership means to your business. Thank you David Ring, Christine Adee , and Jessica Brandenburg,CPA,MBA for speaking with Vaishant and Alejandro. Thank you to Noelle Montano and Diandra Brennan from Employee-Owned S Corporations of America (ESCA) for providing a political update at our round table. To top it all off I got to have a fabulous ladies dinner with Deborah Roesner , Loretta Boutot , Cindy Cervantes, MBA, Chris, and Jessica. I am so lucky to have such fabulous colleagues Steven Suckow , Ashley Kirchner , and Jeff Budzien who organized the entire day. #bmo #esop #employeeownership

Are you ... A business owner considering an ESOP as an exit strategy? An ESOP leader working on succession plans? An intermediary wanting to learn more? Let's talk; we’d welcome a conversation. Comment below, DM our team, or reach out using the link in the comments. #ESOP #OwnersEdge #SuccessionPlanning

At OwnersEdge, our diversified ESOP provides a unique benefit. An ESOP is a retirement plan that provides employees with an opportunity to share in the profits they help create. Our ESOP is 100% gifted and has no out-of-pocket cost to employees. The diversification of our companies helps reduce risk and minimizes market volatility. Listen to employee owners from each of our companies as they describe what our ESOP means to them, helping them achieve their American Dream. #EmployeeOwnership #ESOP #OwnersEdge

What is a 'ready-made ESOP?' A ready-made ESOP is an ESOP-owned holding company designed specifically to acquire businesses, grow and hold them with employee ownership. A ready-made ESOP is an ideal succession solution for businesses looking for deferred tax advantages, competitive employee benefits, liquidity and flexibility. Interested in learning more? Comment below, or follow the link in the comments. #ESOP #OwnersEdge

For business owners considering ESOP as an exit strategy, there is a lot of administration involved. If you're looking to pursue employee ownership and need guidance, OwnersEdge has the experience and the structure to minimize complexity while providing a readymade ESOP option that includes: 🔹 Deferred tax advantages 🔹 Competitive employee benefits 🔹 Liquidity 🔹 Flexibility If you're thinking of making the change to employee ownership, let's talk. #ESOP #OwnersEdge #employeeownership #exitstrategy