ESOP Partners Holds Ribbon-Cutting Ceremony

 

ESOP Partners LLC celebrated yet another milestone in its growth by moving into a new corporate headquarters this spring. To honor this special occasion and demonstrate a commitment to promoting economic vitality in the Fox Cities and northeast Wisconsin, the company held a ribbon-cutting ceremony and a reception in the Employee Ownership Training Center (EOTC). In attendance was Appleton Mayor, Tim Hanna and ambassadors from the Fox Cities Chamber the Heart of the Valley Chamber.

“One of the most important things in any business is culture. When you combine ownership and having a stake in the business, you have a great package. I just love the way that ESOPs and ESOP Partners can marry that and address some of the biggest challenges that businesses are facing today,” Hanna said. Studies have shown that companies that combine employee ownership with a strong participatory culture grow faster than their counterparts.

Aaron Juckett, President and Founder of ESOP Partners discussed how ESOPs protect the legacy of companies in the local community that they are a part of and protect jobs. A recent study demonstrated that employee owned companies are 235% better at job retention than their non-ESOP counterparts. 

ESOP Partners is using the EOTC to “provide a forum to share education about ESOPs with companies, business leaders and business owners…. So, companies can remain local for years to come, jobs can be retained, and we can change lives by creating wealth and sustainable employment through employee ownership,” Juckett said.

About ESOP Partners
ESOP Partners changes lives by creating wealth and sustainable employment through employee ownership and works with business owners and companies to determine if an ESOP is a good fit for their situation. ESOP Partners establishes, maintains, and sustains employee stock ownership plans (ESOPs) throughout the life cycle of the company to maximize the benefits of being an ESOP company and provide employees with an ownership stake in the company that they work for. 

About ESOPs
ESOP stands for Employee Stock Ownership Plan. An ESOP is a qualified retirement plan that can be used as a business transition tool and as an employee ownership vehicle. An ESOP buys, holds and sells company stock, providing employees with an ownership stake in the company as well as an additional form of compensation directly linked to the success of the company. 

The portion of a company owned by an S Corporation ESOP is not subject to federal or state income taxation,
increasing cash flow and providing the company with a competitive advantage.
In almost all ESOPs the benefit is funded 100% by the company, providing an ownership stake at no cost to the employee. 

The total number of ESOPs in the country is about 6,660, representing 14.3 million participants and total plan assets of $1.4 trillion dollars. Studies have demonstrated that ESOP companies outperform their non-ESOP counterparts. A recent study demonstrated that employee owned companies are 235% better at job retention than their non-ESOP counterparts.

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ESOP Partners' Jason Wellman Recognized for Commitment to Employee Ownership

ESOP Partners is proud to share that Jason Wellman, Sr. Relationship Consultant, was the recipient of the 2019 "Membership Recruitment" award for the ESOP professionals community from The ESOP Association. This was announced at the 28th annual awards ceremony in Washington, D.C. on May 22, 2019. 

Jason is the Chair of The ESOP Association's Ownership Culture Advisory Committee.  He is also the Vice President of Membership for the Wisconsin Chapter of the ESOP Association. 

Jason is a contributing author for the ESOP Association’s ESOP Report on Ownership Advantage topics to improve ESOP culture and communications for the Association’s members. In his role at ESOP Partners, he works with ESOP companies to develop a comprehensive Ownership Culture Strategy, to maximize the impact of their ESOP benefit through continued communication and education to employee owners.



Pictured above with Jason is Melanie Matulonis, Marketing Team Leader. 

ESOP Partners to Attend the Minnesota/Dakotas ESOP Chapter Meeting

ESOP Partners will be attending the Minnesota/Dakotas Chapter Meeting for The ESOP Association, being held on June 13, 2019 at the Doubletree Hotel in Bloomington, MN. 

The Minnesota/Dakotas chapter meeting will include expert roundtable discussions and breakout sessions, which provides attendees with a valuable opportunity to share their ideas and network with other ESOP companies. Attendees will also have the chance to talk one-on-one with ESOP professionals about their ESOP questions.

Click here to see the Chapter Meeting Agenda.
Click here to see the Board of Directors Meeting Agenda

ESOP Partners to Attend the 2019 Annual Vermont Employee Ownership Center Conference

VEOC-logo-current

ESOP Partners will be attending the Vermont Employee Ownership Center's (VEOC) annual conference on June 12th at the UVM Davis Center in Burlington, VT

ESOP Partners to Sponsor and Speak at the Wisconsin Chapter 2019 Summer Roundtable Meeting

ESOP Partners will be sponsoring and speaking at the Wisconsin Chapter 2019 Summer Roundtable Meeting, being held June 10, 2019, at the Pyle Center in Madison, WI.

ESOP Partners to Attend and Speak at the ESOP Association's 42nd National Conference in Washington, D.C.



ESOP Partners will be attending and speaking at the ESOP Association's 42nd National Conference and 28th Annual Awards Ceremony. The awards ceremony will be held May 22, 2018 and the conference will be held May 23-24, 2019, at the JW Marriott  in Washington, DC.

ESOP Partners Moves into New Corporate Headquarters

ESOP Partners LLC celebrated yet another milestone in its growth by moving into a new corporate headquarters this spring.  You may have seen this announcement last fall, when the groundbreaking was announced. 

ESOP Partners Launches Radio Ads

We've officially hit the airwaves! ESOP Partners  recently made its radio debut on WTAQ  in Appleton, WI.  Hear Aaron Juckett, President and Founder talk about succession planning, the ESOP option and also address a few common concerns about employee ownership.  You will hear our ads through May 26th and again from October 14th to December 22nd.  

Listen to our radio ads: 

"What is an ESOP?" Click here to listen. 
"Learn How an ESOP Could Be Part of Your Business Succession Plan." Click here to listen. 


Pictured above: Aaron Juckett "talks employee ownership" and records the radio ads in the WTAQ studio in Appleton, WI. 

ESOP Partners to Attend the 2019 New England Spring ESOP Conference

ESOP Partners will be attending the 2019 New England Spring ESOP Conference on March 25, 2019 at the Marriott Burlington in Burlington, MA.  

The New England Chapter provides educational services and resources to ESOP companies in Connecticut, Massachusetts, Maine, New Hampshire, Rhode Island, and Vermont. We are privileged to be the home of some of the best known ESOP companies in the country, as well as a large number of exciting companies starting the ownership transition process.  

ESOP Partners to Sponsor and Speak at NCEO 2019 Employee Ownership Conference

ESOP Partners will be sponsoring, speaking, and attending  NCEO's 2019 Employee Ownership Conference being held April 8-11, 2019 at the David L. Lawrence Convention Center in Pittsburgh, PA.