ESOP Partners to speak at Northeast Regional Virtual Conference

 ESOP Partners is proud to be a speaker at The ESOP Association's Northeast Regional Virtual Conference on September 29-30th.  This is a special virtual event for members of the Pennsylvania/Delaware, New York/New Jersey, and New England Chapters. 

ESOP Partners to Sponsor and Speak at 2020 NCEO Fall Forum

ESOP Partners is proud to be a sponsor and speaker at NCEO's 2020 Fall Forum being held virtually on September 14-16. 

ESOP Partners to Sponsor and Speak at The ESOP Association's Annual Midwest Regional Conference 2020

ESOP Partners will sponsor and speak at The ESOP Association's Virtual Midwest Conference held September 17-18, 2020.  

This year’s Midwest Regional Event has gone virtual - ensuring a safe and invaluable experience for all attendees.

State of the Company Update (July 2020)

A lot has happened so far in 2020.  We started the year with a strong economy and one of the most prolific M&A markets in history, making it a great time for existing ESOP companies and the formation of new ESOPs. On March 1 we celebrated the one-year anniversary of the opening of our new ESOP Partners corporate headquarters and the Employee Ownership Training Center (EOTC).

ESOP Partners' President, Aaron Juckett, takes a moment to provide a State of the Company update. Read the full update here

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ESOP Partners a Premier Sponsor and Speaker at NCEO 2020 Virtual Annual Conference

ESOP Partners is proud to be a Premier Sponsor and speaker at NCEO's 2020 Virtual Annual Conference being held April 20-22.  

ESOP Partners Hosts Information Forums: Managing your ESOP in Uncertain Times

You are likely receiving a lot of information about what companies are doing in response to COVID-19 (Coronavirus).  This is a fluid situation and we don’t have all of the answers at this time.  However, we do think it is important to be a resource for you. 

ESOP Partners a Premier Sponsor and Expert Led Roundtable Facilitator at NCEO 2020 Employee Ownership Conference

ESOP Partners is a Premier Sponsor of NCEO's 2020 Employee Ownership Conference being held April 21-23 at the Minneapolis Convention Center in Minneapolis, MN. 

Bergen Plumbing, Heating & Cooling, Inc. Completes Sale To Employee Stock Ownership Plan (ESOP)

ESOP Partners, an Employee Stock Ownership Plan (ESOP) consulting and administration firm, has announced the successful completion of the sale of Bergen Plumbing, Heating & Cooling to its employees via an ESOP. An ESOP is a qualified retirement plan that buys, holds, and sells company stock for the benefit of the employees, providing them with an ownership stake in the company.  Bergen Plumbing, Heating & Cooling has transferred 100% ownership of the company to its employees via an employee stock ownership plan. 

ESOP Partners Speaks to the 'Pride of Ownership' in Insight Publications

ESOP Partners founder and president, Aaron Juckett, was recently interviewed by Insight Publications on a topic themed 'Pride in Ownership."

The media interest is in part due to the growing popularity of ESOPs.  Following is an excerpt from Aaron during his interview with Insight Publications:

"More business owners are taking a look at ESOPs, and their popularity is on the rise. The two main reasons for the increase are transferring ownership without losing the company’s culture and the realization that ESOPs are a powerful tool to attract and retain talent — something many companies are interested in."

ESOP Partners promotes education around ESOPs (employee ownership) and provides third-party administration services to businesses.  


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ESOP Partners Becomes an ESOP Company


In honor of Employee Ownership Month we have BIG news to share! We are proud to say that we have joined the ranks of approximately 6,600 companies that are owned by an ESOP. 

Our purpose is to change lives through employee ownership. As our President and Founder Aaron Juckett says, what better way to achieve this than by establishing an ESOP and ownership culture and showcasing it to the ESOP community. 

Committing to the our new building and becoming an ESOP company are two ways that ESOP Partners is demonstrating a long-term commitment to the ESOP community. Earlier this year the company held a ribbon-cutting ceremony and open house to celebrate moving into a new corporate headquarters. The building includes the Employee Ownership Training Center, which is used to educate the community about employee ownership and how it changes lives by creating wealth and sustainable employment.

Pictured above: The ceremonial cake cutting at our Open House event. 

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