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Alleviating Poverty and Malnutrition

Successful Models

Authors: Goldberg, Ray A.; Herman, Kerry; Winig, Laura
Product Type: Notes
Source: Harvard Business School
Publication Year: 2007

Faculty Rating: 3 stars3 stars3 stars3 stars3 stars [1 Faculty Rating] 2031 views

Introduces students to successful models for alleviating poverty and malnutrition through public-private cooperatives.

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Wawa Inc.

Authors: McGarvie, Blythe J.; Campbell, Dennis; Stack, Kristin
Product Type: Cases
Source: Harvard Business School
Publication Year: 2014

[This document has not yet been rated] 12 views

The Wawa associates have an ESOP which plays a key role in Wawa's culture of ownership. This case explores the role of incentives and levers of control to create a successful retail chain.

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The Benefits of Outside Directors in ESOP Companies

Author: Ryan, Paige A.
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 41 views

Selling a business to an ESOP often requires significant changes to the company's governance structure. If your board of directors has consisted solely of family members, or close friends, you may not welcome this change, but outside directors can help you run the business more judiciously and effectively...

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ESOP Governance Collaborators: The Board of Directors

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 44 views

Many closely held company boards only meet in the virtual world of corporate counsel's template minutes and perform their important functions without much more thought than what is required to make a signature. In ESOP-owned companies (or any structure that provides for broad ownership among employees of the company) the landscape changes, and the independent role of the board of directors as well as its oversight function become significantly more important.

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Building Community at Terra Nova Consulting

Authors: Ogata, Ken; Spraakman, Gary
Product Type: Cases
Source: North American Case Research Association (NACRA)
Publication Year: 2014

[This document has not yet been rated] 164 views

This case describes the challenges faced by the president of an engineering and environmental services consulting firm (Terra Nova Consulting) as it seeks to address deep internal cultural divisions...

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Doing Well and Doing Good: Pioneer Employers Discover Profits and Deliver Opportunity for Frontline Workers

Authors: Levine, Jonathan B.; Popovich, Mark; Strong, Tom
Product Type: Policy and Issue Reports
Source: The Hitachi Foundation
Publication Year: 2013

[This document has not yet been rated] 241 views

A new study of business practices reveals powerful ways to create strategic and financial gains. Lower-wage workers, when supported by effective policies, boost productivity, quality, innovation, and revenues from new markets...

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Mary Ann Beyster

Authors: Beyster, Mary Ann; Channer, Harold
Product Type: Interviews; Multimedia
Source: Manhattan Neighborhood Network (MNN)
Publication Year: 2014

[This document has not yet been rated] 314 views

Engineer and philanthropist Mary Ann Beyster discusses free enterprise, broad-based ownership, innovation and the documentary film "We the Owners" with Harold Channer in this two-part video interview.

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Taking an Employee-Owned Company to the Next Level

Author: Fischer, Steven R.
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 147 views

All employee-owned companies must pay attention to succession planning. BL Companies has elected to face this challenge head-on...

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Choosing Between Government Procurement Preferences and Employee Ownership

Author: Kerr, Camille
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 135 views

Adworkshop currently is considering a transition to 100 percent employee ownership over the next 10 years. Unfortunately, employee stock ownership plan (ESOP) companies have encountered obstacles when trying to participate in procurement programs...

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“We The Owners” Film Garners Awards, Attention and National Distribution

Author: Beyster, Mary Ann
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 132 views

Most people know either first-hand or through someone close to them what it feels like to not be valued, to not have a say, to not have control, or to be demotivated at work. A feel-good movie about three companies - New Belgium Brewery, Namasté Solar, and DPR Construction - that strive for the opposite is a welcome relief.

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Sometimes EXIT is Spelled ESOP

Author: Staubus, Martin
Product Type: Interviews
Source: ExitCoachRadio.com
Publication Year: 2014

[This document has not yet been rated] 113 views

In this 20-minute radio interview, Martin Staubus, executive director, Beyster Institute at the Rady School of Management is interviewed by host, Bill Black on ExitCoachRadio.com.

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SRC Holdings: Winning The Game While Sharing The Prize

Authors: Street, Vera L.; Street, Marc D.; Weer, Christy; Shipper, Frank
Product Type: Cases
Source: Journal of Business Case Studies (The Clute Institute)
Publication Year: 2014

[This document has not yet been rated] 218 views

SRC Holdings Corporation, formerly Springfield Remanufacturing Corp., is a well-known manufacturing enterprise comprised of numerous companies spread across 12 Business Units...

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The End of Illth: In Search of an Economy That Won't Kill Us

Author: Reece, Erik
Product Type: Magazine / Newspaper Articles
Source: Harper’s Magazine
Publication Year: 2013

[This document has not yet been rated] 264 views

In the wake of the 2010 Massey mining disaster in West Virginia, the author asks whether employee ownership could improve workplace safety, and how such cooperatives might serve as a model for an alternative form of capitalism based on the sustainable use of natural and human resources.

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Wunnerful, Wunnerful! The Lawrence Welk ESOP

Author: Staubus, Martin
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 245 views

In 1964, the famous television bandleader Lawrence Welk went for a drive in the country north of San Diego, Calif. planning to invest in a grove of orange trees. Instead he bought a motel and a nine-hole golf course. One of the keys to their business success has been their philosophy of treating their employees like family...

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ESOP and 401(k) Coordination Tips in a Post-Disclosure World

Author: Roback, Thomas, Jr.
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 234 views

After several postponements, 401(k) fee disclosure was mandated by the Department of Labor (DOL) before July 1st of 2012. So what kind of impact have we seen in the ESOP world? Has it been successful in helping plan sponsors and participants understand the costs of their 401(k) plans?

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Can Employee-Owned Companies Reboot the Economy?

Author: Matthews, Christopher
Product Type: Magazine / Newspaper Articles
Source: TIME
Publication Year: 2013

[This document has not yet been rated] 241 views

If owners of businesses are reaping the rewards of economic growth at the expense of workers, then why not just try to increase the number of workers who also own a piece of the firms that employ them?

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Ethics Make Us Better

Author: Scott, Sid
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 373 views

Recently, I read that Dennis Kozlowski, former CEO of TYCO who has been in prison for more than six years for stealing from his former employer is eligible for parole in 2014. Kozlowski had asked the parole board for mercy (early release), which was denied. While he is serving this sentence because of criminal acts, it raised again for me the importance of practicing ethics in business and in life. I’m also reminded that being an employee-owner/owned company doesn’t make us immune to ethical problems.

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Scot Forge: Employee Owners Create a Culture Committed to Quality and Customer Service

Author: Tonkin, Lea A. P.
Product Type: Journal Articles
Source: Target Magazine, the Association for Manufacturing Excellence
Publication Year: 2000

[This document has not yet been rated] 137 views

Teamwork—a sense of shared responsibility for success—percolates throughout Scot Forge, the largest open die shop in North America. That means hard work, the willingness to pitch in where help is needed and to build a non-traditional organizational culture...

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The Citizen's Share: Putting Ownership Back into Democracy

Authors: Blasi, Joseph; Freeman, Richard B.; Kruse, Douglas L.
Product Type: Books / Book Chapters
Source: Yale University Press
Publication Year: 2013

[This document has not yet been rated] 276 views

The idea of workers owning the businesses where they work is not new. In America’s early years, Washington, Adams, Jefferson, and Madison believed that the best economic plan for the Republic was for citizens to have some ownership stake in the land, which was the main form of productive capital. This book traces the development of that share idea in American history and brings its message to today's economy, where business capital has replaced land as the source of wealth creation.

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Bay Construction Company, Inc.

Author: Sihler, William
Product Type: Cases
Source: Darden Business Publishing
Publication Year: 2012

[This document has not yet been rated] 156 views

With the owner of Bay Construction planning his retirement and wanting to sell the business, the senior operating management have developed a detailed draft of a proposal to use an Employee Stock Ownership Plan to buy out the owner on behalf of the employees...

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Amul Dairy

Authors: Goldberg, Ray A.; Cornell, Ian McKown
Product Type: Cases
Source: Harvard Business School
Publication Year: 2013

[This document has not yet been rated] 394 views

How could the managing director maintain the firm's cooperative structure, address the nutritional needs of all Indians, make use of emerging technology, and navigate the country's dairy policies in the coming years?

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Employee Stock Ownership Plans and Their Effect on Productivity: The Case of Huawei

Authors: Zhu, Zhibiao; Hoffmire, James; Hoffmire, John; Wang, Fusheng
Product Type: Cases; Journal Articles
Source: International Journal of Business and Management Invention
Publication Year: 2013

[This document has not yet been rated] 283 views

This case study describes Huawei, a Chinese telecommunications equipment company, which heavily utilizes ESOP ownership, and applies Huawei’s results to describe ESOPs as a powerful tool for achieving corporate efficiency and growth.

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Three ESOP Myths, Debunked

Author: Kerr, Camille
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 258 views

One argument against employee stock ownership plans is that they invest primarily in a single asset, company stock, which puts too many eggs in one basket. That argument makes sense in theory, but in practice it does not apply to the vast majority of ESOPs for three reasons...

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Trust in the Digital Age

Author: Scott, Sid
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 265 views

Trust in all organizations is a key to cultural cohesiveness and teamwork...

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Best Practice in Developing Best Practice

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 235 views

Best practice is to remember that and to never stop watching outcomes so that you can adjust your process to stay on course no matter how often the course needs to change.

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Change Management: Getting Employees on Board

Author: Staubus, Martin
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 350 views

Change initiatives are notorious for their failure rate…

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The Art of Social Enterprise: Business as if People Mattered

Authors: Frankel, Carl; Bromberger, Allen
Product Type: Books / Book Chapters
Source: New Society Publishers
Publication Year: 2013

[This document has not yet been rated] 375 views

Aimed at emerging as well as established social entrepreneurs, for-profit leaders who want to introduce an element of social responsibility into their companies, and nonprofit organizations who want to increase their stability by generating income, The Art of Social Enterprise is the definitive guide to doing well while doing good.

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Note on Motivation

Author: Young, David W.
Product Type: Notes
Source: The Crimson Group
Publication Year: 2013

[This document has not yet been rated] 346 views

This note discusses the complex topic of motivation, including the issue of contingent compensation...

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MBC Ventures, Inc.: An ESOP with a Union Partner

Authors: Hoffman, Richard C.; Brown, Marvin O.; Shipper, Frank
Product Type: Cases
Source: Salisbury University
Publication Year: 2013

[This document has not yet been rated] 371 views

In an unusual partnership, the United Steelworkers of America union helped the firm’s new owner-managers convert to an ESOP as part of a reorganization. This effort saved jobs and the company. Since that time, the firm’s employees have proven to be its most valuable asset and a key source of its competitive advantage...

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How Entrepreneurs Get Motivated

Author: Bruner, Mike
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 362 views

In order to better understand what inspires employees in the workplace, three entrepreneurs share what motivates them to get in the office everyday and put in those long hours to turn their dreams into reality...

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Monique Leroux: Leading Change at Desjardins

Authors: Kanter, Rosabeth Moss; Malone, Ai-Ling Jamila
Product Type: Cases
Source: Harvard Business School
Publication Year: 2013

[This document has not yet been rated] 727 views

Monique Leroux led a major transformation, overcoming resistance, at a large Canadian financial cooperative based in Quebec that competed with top Canadian banks...

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In Search of Employee Ownership Plans in Mexico

Author: Zorrilla, Maria
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 320 views

After hearing so much about how employee stock ownership plans (ESOP) and other ownership plans in the U.S. transform companies, it seemed logical to think that other countries, like Mexico, should have similar incentive plans in place. This assumption, however, turned out to be incorrect....

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Take-Aways on Employee Ownership from the Other Side of the Pond

Author: Beyster, Mary Ann
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 306 views

Take-aways from an international tour featuring the documentary film, “We the Owners: Employees Expanding the American Dream.”

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The Role of the Board in Employee-Ownership Governance

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 338 views

One of the common misconceptions about employee stock ownership plan companies among the general public is that they are inefficient...

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Governance Curricula for Employee-Ownership Companies

Author: The Beyster Institute
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 391 views

The Beyster Institute is proud to announce the launch of the complete picture for employee ownership governance education, the Governance Curricula for Employee Ownership Companies.

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Ten Ways to Get the Most from a 360-Degree Leadership Assessment

Author: Levy, David
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 373 views

Ten top tips for getting the most value from a 360-degree leadership assessment.

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Employee Ownership, Incentives and Environmental Sustainability

Author: Taylor, Mike
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 403 views

It is by now common for large corporations to employ several sustainability officers, occasionally in high-ranking positions. A less frequently used tool – employee ownership – may prove a more powerful sustainability over the long term...

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Start-ups and Compensating Employees with Equity

Author: Bruner, Mike
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 435 views

Before running off and launching a start-up business, one of the most important things an entrepreneur must think through is how to best handle equity in the company...

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Overcoming Short-Termism within British Business: The Key to Sustained Economic Growth

Author:
Product Type: Policy and Issue Reports
Source: The Labour Party, UK
Publication Year: 2013

[This document has not yet been rated] 384 views

This Review looks at ‘short-termism’ within British business: the pressure to focus on short-term results to the possible detriment of the long-term health of a company, or even a whole industry. The investigation confirmed that short-termism constrains the ambition of UK business, holding back its development and inhibiting economic growth...

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The Economy: Under New Ownership

Author: Kelly, Marjorie
Product Type: Magazine / Newspaper Articles
Source: YES! Magazine
Publication Year: 2013

[This document has not yet been rated] 379 views

To make an economy that serves us, we need to own the jobs and the businesses—together. How cooperatives are leading the way to empowered workers and healthy communities...

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Sundt Construction Company

Author: Thomas, Jessica
Product Type: Cases
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 492 views

Sundt had its share of ups and downs, but in 1992 when J. Doug Pruitt took over as the company’s COO, the company was headed toward bankruptcy. Today, the 100 percent ESOP-owned company operates out of eight offices located in Arizona, California, Texas, and North Carolina, and works on large construction projects in both the public and private sectors...

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The Value of ESOPs in Engineering Firms

Author: Roback, Thomas, Jr.
Product Type: Essays and Concept Papers
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 309 views

While all kinds of businesses become employee stock ownership plan (ESOP) companies, there is a large percentage of engineering firms that have chosen the ESOP structure. Why so?

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California Center for Employee Ownership (CCEO)

Author:
Product Type: Web Sites
Source: CCEO
Publication Year: 2012

[This document has not yet been rated] 276 views

The California Center for Employee Ownership provides information and resources to promote a better understanding of employee ownership in California...

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Employee Ownership Companies on the Hunt - Acquisitions by ESOP Companies

Author: Staubus, Martin
Product Type: Essays and Concept Papers
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 262 views

With ESOPs now formed almost entirely at very healthy companies – and many of those enjoying the unique cash flow benefits of operating as ESOP-owned S corporations – a growing number of these companies have become the predators of the M&A jungle...

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Can There Be “Good” Corporations?

Author: Kelly, Marjorie
Product Type: Magazine / Newspaper Articles
Source: YES! Magazine
Publication Year: 2012

[This document has not yet been rated] 403 views

When companies are owned by workers and the community—instead of Wall Street financiers—everything changes.

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Three Lessons of Ownership

Author: Carleton, Tamara
Product Type: Journal Articles
Source: National Center for Employee Ownership
Publication Year: 2012

[This document has not yet been rated] 381 views

Can your company truly build and sustain that early founding feeling, in which everyone continues to feel vested as the scale of the organization changes? Drawing from a research study funded by the Foundation for Enterprise Development, the author discovered that federal government contractor Science Applications International Corporation, known as SAIC, provides an astounding example of ownership culture at work three decades after its inception.

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Owning Our Future: The Emerging Ownership Revolution

Author: Kelly, Marjorie
Product Type: Books / Book Chapters
Source: Berrett-Koehler Publishers
Publication Year: 2012

[This document has not yet been rated] 510 views

Looking around at the wreckage left in the wake of the world economy’s latest crisis, veteran business journalist Marjorie Kelly noticed that some institutions were left relatively unscathed. What did they have in common? The key, Kelly realized, is seemingly obscure: ownership. Prominent among the survivors were organizations that combined the flexibility of traditional private ownership with a focus on the common good...

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Equal Exchange: Doing Well by Doing Good© – Case Notes

Authors: Harris, Benita W.; Manz, Karen P.; Shipper, Frank; Manz, Charles C.
Product Type: Notes
Source: Foundation for Enterprise Development
Publication Year: 2012

[This document has not yet been rated] 614 views

Case notes to accompany the case "Equal Exchange: Doing Well by Doing Good©."

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Equal Exchange: Doing Well by Doing Good©

Authors: Harris, Benita W.; Manz, Karen P.; Shipper, Frank; Manz, Charles C.
Product Type: Cases
Source: Foundation for Enterprise Development
Publication Year: 2012

[This document has not yet been rated] 861 views

In 1983, Rink Dickinson, Jonathan Rosenthal, and Michael Rozyne were all recent college graduates and working for a food co-op warehouse in the Boston area. They began to question the system, asking “What if food could be traded in a way that is honest and fair, a way that empowers both farmers and consumers? What if trade supported family farms' use of organic methods rather than methods that harm the environment?” It became apparent to them that if they were going to pursue their vision, they were going to have to develop an organization...

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Practitioner Conduct: The Need for Open Debate

Author: Hoffmire, John
Product Type: Journal Articles
Source: The Journal of Employee Ownership Law and Finance, vol. 2, no. 2
Publication Year: 1990

[This document has not yet been rated] 282 views

This paper addresses the topic of ESOP practitioner conduct in the hopes of raising some issues and providing food for thought...

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