Other Forms of Worker Ownership Loren Rodgers
Employee stock ownership plans (ESOPs) Company-funded retirement benefit Employees do not pay Trust owns shares Can own any portion of the company Tax incentives for seller, company, employees Substantial regulation
Equity compensation plans Includes stock options, restricted stock, stock purchase plans, and many more Tax qualified and non-qualified Type A: The “Silicon Valley” start-up model Type B: Public companies
Other forms Limited liability companies Company stock in retirement plans Direct ownership
Thank you! Loren Rodgers