ESOP News & Research

Recent news:

The ESOP Option

November 11, 2019

"When it comes time to hand over the company reins, but you don’t have an heir or your heirs are not interested, how do you keep the legacy going? Glen Demke, enterprise tax partner from KPMG in Canada’s Edmonton office has some advice.

“An Employee Stock Option Plan (ESOP) is an equity-based compensation plan intended to align an employee group or management’s interests with those of the shareholders, by providing individuals with an interest in the performance of the corporation’s stock/business.  These strategies have a history of being used not only to include the employees in the future plans of the business, but also to attract and retain top level talent,” explains Demke."

The Urgent Case for Planning Ahead

November 11, 2019

"Some people say succession planning is all business. Consultants and senior management who have been through it know better.

While much of succession planning is critical decision-making, intensely fiscal and business strategizing, a lot of succession planning is subtle, unpredictable and personal. Despite some stereotyping that claims succession planning to be a delicate, touchy topic, the personal factors are more business critical than ever."

June 20, 2019

Many thanks to the IAFP for asking us to participate in their May 2019 conference.  Click here to access a recording of the full conference including a feature presentation of Ownership Thinking by Perry Phillips of ESOP Builders and Marc Lacoursiere of The Achievement Centre.

You can see a full agenda of the conference here.

2020 Canadian Employee Ownership Conference - Save the Date

June 20, 2019

The 2019 Canadian Employee Ownership Conference in Toronto was a great success. Thank you to our generous sponsors and all our amazing speakers and attendees. Mark your calendars for 2020 conference in Regina - June 1-3, 2020.

ESOP Association Canada has Doubled in Size in 2018

November 27, 2019

We are thrilled to announce that we have doubled our membership this year.  We now have over 200 members.


We will continue to offer free one-year memberships for a limited time. 

Thank you everyone for your support. Now let's get working on 300 in 2019!

Harmac mill marks 10 years of employee ownership

September 13, 2018

"Harmac Pacific remains up and running a decade after a downturn and doubt.

The pulp mill in Nanaimo’s Duke Point industrial area held a brief ceremony outside the mill at lunch hour Thursday to recognize 10 years as an employee-owned company."

Imagine a Future with more ESOPs

June 22, 2016

"Over the years, Axiom News has covered the employee-ownership journeys of scores of companies. Most have been in the U.S. for the simple reason that there are just that many more there; but we’ve also highlighted a number of Canadian companies."

Canadian companies seeing dividends from employee share ownership

May 31, 2016

"The greying ranks of aging entrepreneurs planning for their leisure years is helping spark increased focus on selling businesses to the people who work for them."

ESOP Association Canada is now 100 members strong

December 13, 2017

We started offering free membership at the beginning of 2017 and now 100 people have taken us up on our offer.

Thank you everyone for your support. Now let's get working on making the 200 mark!

Beau's brewery selling ownership to employees

May 17, 2016

The largest independent producer of organic beer in Canada says it plans to maintain that independence by handing ownership over to its employees.

Succession planning increasingly includes employee ownership

June 01, 2016

Businesses worth more than $1 trillion will change hands in the next decade due to owner retirement in Canada and they won’t all pass from one generation to the next.

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This website provides general information only. It does not provide legal or professional advice. The information contained on this site was current at the time it was posted. There may have been subsequent changes, which make the information outdated at the time you are accessing it.

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