ESOP Publications

Articles

The Need for ESOPs in Canada – Benefits and Pension Monitor

Books

ESOPs in Canada: How to Implement an Employee Share Ownership Plan  to Grow and Exit Your Business with Your Legacy Intact

ESOPs in Canada is a comprehensive and practical guide to every aspect of designing and implementing an Employee Share Ownership Plan (ESOP) in Canada.

This book outlines the very tangible business benefits of ESOPs and how employee share ownership presents a solution to some of the biggest challenges facing the Canadian economy: from the baby boomers exiting their businesses to attracting and retaining talent to increasing innovation and productivity to decreasing inequality.

ESOP - Books - Employee ownership in CanadaWhat you’ll learn in this book:

  • The various objectives of an ESOP and the types of plans that exist.  It outlines all the processes that are at the foundation of implementing an ESOP.
  • Technical aspects of setting up an ESOP, such as business valuation, tax implications, legal requirements, and creating cross-border or international ESOPs.
  • Cultural requirements in regard to managing employee expectations, communication and training.
  • Hands-on tools such as sample letters, shareholder agreements and a comprehensive resource guide to ESOP professionals, websites and associations.
  • Case studies, checklists, questionnaires, and frequently asked questions.

Who should buy this book?

This book is a resource for business owners, managers, and their professional advisers, whether the organization is publicly traded or privately owned.

We invite you to get it here.

Here’s what others had to say

“As the leader of an employee owned business, I was thrilled to learn that one of the leading sources on ESOP was produced with the support of our publishing team. We used ESOP’s in Canada as a training resource at the executive level. Business leaders spanning all industries will be transformed by this rich resource that contains concepts that are well laid out and easy to understand.”

~ Tammara Kennelly (she/her) MBA, President, FriesenPress – an Employee-Owned company

“This is a must read for those business owners thinking about exploring the notion of employee ownership and discovering that ‘skin in the game’ for those on the front lines of leadership is a secret weapon to surpassing your wildest dreams and forecasts! It is magic.”

~ Doug Flynn, CEO, Flynn Group of Companies

“Do you want to have fully engaged employees? Do you want your business to be more productive and more profitable? If the answer to those questions is ‘Yes,’ this book will help you get there.”

~ David E. Clark, Dale & Lessmann LLP Partner

“Perry Phillips and Camille Jensen are the leading voice of employee ownership in Canada, and in this book they have assembled the key things you need to know in order to do an ESOP right.”

~ Loren Rodgers, National Center for Employee Ownership Executive Director

Available at Friesens or Amazon.

ESOP - Books - The $10 Trillion OpportunityThe Ten Trillion Dollar Opportunity

Designing Successful Exit Strategies for Middle Market Business Owners: A Guide for Professional Advisors – Canadian Edition (2007)

Designed specifically for financial advisors, accountants, insurance professionals, lawyers and other trusted business advisors, this unique book teaches readers how to use exit planning as a way to generate new business from existing clients and bring highly qualified prospects to your door.

You’ll find insights on how to:

  • position your practice to benefit from the aging baby boomer generation
  • differentiate you from your competitors – strengthen your relationship with your clients
  • create opportunities to provide additional value-added services that business owners need
  • create a new source of revenues for your practice
  • create a network of professional referral sources
  • charge for your services based on value, not time
  • develop loyal clients who will refer new business

Buy The Ten Trillion Dollar Opportunity now on Amazon.

“After reading “The $10 Trillion Opportunity”, I can enthusiastically state that this book is the premier guide as to how an entrepreneur can successfully exit their business as a winner.”

– David H. Mollins B.A. CMA, President, Coldwell Banker Business Brokers

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