Verit Advisors’ First Survey Of ESOP CEOs Shows Their Deep Satisfaction With Employee Ownership

In my 30 years-plus advising family business owners and others on employee stock ownership plans, I’ve often seen surveys of ESOP employees. Invariably, they document employees’ greater financial and ...

Employee Ownership Expert Sees Four Factors That Could Make The 2020s ‘The Decade Of The ESOP’

As an advocate and advisor on employee stock ownership plans (ESOPs) and other forms of employee ownership for nearly a quarter-century, I have seen their positive impact on business owners, company p...

Just Two Cheers For Patagonia’s Chouinard: Why Ignore An ESOP?

As a business advisor and outdoors enthusiast, I’ve long admired Yvon Chouinard. Protecting nature is one of four core values of Patagonia, the global outdoor apparel and equipment company he founded ...

Inside Clif Bar’s Rocky Road To Its Sale—And The Unknown Status Of A $580 Million Employee Payout

Gracelynn Wan for Forbes Snack giant Mondelez announced last week it will acquire energy bar maker Clif Bar in a deal worth at least $2.9 billion. The sale of the Emeryville, California-based company,...

Congrats, Clif Bar! Its Sale To Mondelez Boosts Our View That This Is ‘The ESOP Decade’

My heartiest and heartfelt congratulations to Clif Bar & Company and its employees on their landmark agreement to sell to Mondelēz International! The natural energy, nutrition and snack bar maker ...

How Legacy-Minded Business Owners Are Turning To This Special Trust

Perpetual purpose trusts can support a social good or cause long after the owner departs By Bob Chiarito After running Walker Group, a digital consulting firm in Farmington, Connecticut, for 32 years,...