ESOP Builders Inc. June 2015 Newsletter
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If your mind turns to mowing the lawn instead of sitting in the office, it must be summer. The gang at ESOP Builders Inc. wishes you a relaxing time with family and friends this summer. September will come soon enough and then we can turn all our thoughts again to the business at hand. Enjoy the long, light days while you can.

Canada's First ESOP Conference a Success! 

The first Canadian Employee Ownership Conference took place June 3-5 bringing together business owners, employee owners and advisors to share and learn best practices around implementing employee share ownership plans (ESOPs). ... [More...]

Mentor Advisory Forum: Put the 'Success' in Succession Planning: Family and Employee Ownership - Tuesday, July 7 | 10-11am (PST). 

Succession planning is an essential part of doing business- especially if your business is family-owned. Find out how to develop a succession plan and discover how you can use Employee Share Ownership Plans (ESOPs) to grow and exit your company. We've compiled an expert panel that works with small businesses who want to develop a strategic exit strategy and who want an ESOP tailored to their specific needs and goals. 
... [More...]

Employee Ownership in the Best 100 List

Once again, the annual Fortune 100 Best Companies to Work For is filled with companies with broad-based employee ownership plans. Thirty-six of the 71 (51%) organizations on the list that are U.S. for-profit stock corporations have some sort of employee ownership plan. This percentage has been very consistent over the last decade. ... [More...]

Is It Too Risky Not to Be in an ESOP? by Corey Rosen 

Reporters and skeptics often ask us "isn't it too risky to be in an ESOP?" After all, they say, you could lose your job and your retirement.

It's an understandable concern, but the real question should be "Is It Too Risky Not to Be in an ESOP?" ... [More...]

After five years of talks, the world’s largest employee-owned insurance firm is created: Hyperion and RK Harrison create a firm with £400m annual revenues

Insurance brokers Hyperion and RK Harrison have finalized their merger, four months after the negotiations were revealed but almost five years since the pair first talked about combining.  ... [More...]

Australia Details Proposed Changes in Employee Share Tax Rules 

The Australian government has provided details on new legislation to encourage companies to offer discounted share plans to employees. ... [More...]

Notable Quotables

"Forget past mistakes. Forget failures. Forget everything except what you’re going to do now and do it." -- William Durant 

Upcoming ESOP Events

See ESOP Builders events page for details on upcoming events. ... [More...]

Canadian ESOP and Ownership Thinking Books

The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners: A Guide for Professional Advisors - Canadian Edition (2007) by Perry Phillips and Richard E. Jackim.  $79.95 + GST plus $8.00 shipping & handling included (eg. 1 book = $83.95 CDN).  Order directly from or 1-866-601-3081.  

Perry Phillips' book, EMPLOYEE SHARE OWNERSHIP PLANS: How to Design and Implement an ESOP in Canada is currently being revised for publication in mid 2015.  Order directly from or 1-866-601-3081.  
Dr. Carol Beatty's book, Employee Ownership: The New Source of Competitive Advantage (published by Wiley and Sons 2001 - ISBN 0-471-64641-5).  The suggested retail price is $43.95 CDN.
Brad Hams' book, Ownership Thinking: How to End Entitlement and Create a Culture of Accountability, Purpose, and Profit (published by McGraw-Hill 2011 - ISBN-10: 0071772456 - ISBN-13: 978-0071772457). Click here to learn more about or order a copy of Brad's book.

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