A private pass-through business that is owned wholly or partly by an ESOP, and as a result, the company’s gains rebound to the benefit of its employee-owners.

Unique considerations for creating EO legal documents such as an EOT Trust Agreement or worker co-op bylaws

Employee owned companies which are 100% owned by the employees, whether through an ESOP, EOT or worker co-op.

The Employee Impact Index™ illuminates company top opportunities to leverage changes in the operational and managerial practices that have known correlations to improved human capital and financial KPIs. Index scores provide the business with an actionable roadmap to success.

QSBS is a tax provision that allows sellers to exclude a substantial portion of their capital gains from federal tax when selling C-corporation stock.

Diversity: The representation of different groups in an enterprise. Equity: giving people what they need based on their unique circumstances. Inclusion: being seen, understood, and valued as an individual, with a unique identity, skills, and experience

A US governmental agency whose mission is to protecting investors, maintaining fair, orderly, and efficient markets, and facilitating capital formation.

Frequently asked questions about Zolidar, employee ownership, and business exit planning

Equity is found on the Balance Sheet and equals Assets minus Liabilities. In other words, it is the difference between what we own and what we owe. It can also be considered as net value, or the amount that would be left over if a company liquidated (i.e. turned into cash) all its assets and repaid all its debts.

the aggregate market value of a company represented in a dollar amount

Members contribute equitably to, and democratically control, the capital of their cooperative. At least part of that capital is usually the common property of the cooperative. Members usually receive limited compensation, if any, on capital subscribed as a condition of membership. Members allocate surpluses for any or all of the following purposes: developing their cooperative, possibly by setting up reserves, part of which at least would be indivisible; benefiting members in proportion to their transactions with the cooperative; and supporting other activities approved by the membership.

Cooperatives are democratic organisations controlled by their members, who actively participate in setting their policies and making decisions. Men and women serving as elected representatives are accountable to the membership. In primary cooperatives members have equal voting rights (one member, one vote) and cooperatives at other levels are also organised in a democratic manner.

Cooperatives provide education and training for their members, elected representatives, managers, and employees so they can contribute effectively to the development of their co-operatives. They inform the general public - particularly young people and opinion leaders - about the nature and benefits of co-operation.

Cooperatives are autonomous, self-help organisations controlled by their members. If they enter into agreements with other organisations, including governments, or raise capital from external sources, they do so on terms that ensure democratic control by their members and maintain their cooperative autonomy.