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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] 1599 views

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

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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] 10 views

MBC Ventures, Inc. (MBC), known as the Maryland Brush Company until a name change in 2011, is a 100 percent employee-owned United Steelworker ESOP established in 1990. Throughout its recent history, the 161 year old business has steadily increased its stock value. However, the future is less certain today as the firm’s traditional brush business has matured, and its recent efforts at diversification have yet to be realized. The firm has proven to be quite resilient over the years having averted closure after being sold by PPG Industries in 1990. 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] 10 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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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] 9 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] 8 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] 15 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 Iinstitute
Publication Year: 2013

[This document has not yet been rated] 121 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] 116 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] 164 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] 107 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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Sundt Construction Company

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

[This document has not yet been rated] 249 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] 104 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] 91 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] 99 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] 179 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] 142 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] 203 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] 227 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] 345 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] 130 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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Practice Note: Questions and Answers Regarding ESOPs for Family Businesses

Authors: Hoffmire, John; Willis, James; Gilbert, Ronald
Product Type: Journal Articles
Source: Family Business Review, 5:173-180
Publication Year: 1992

[This document has not yet been rated] 142 views

Assessing the applicability of employee stock ownership plans for a family firm requires a basic understanding of their characteristics, followed by a careful analysis of the costs and benefits in the specific case. This note provides general information and offers guides for the critical, specific questions an adviser or owner should ask.

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ESOP Implementation in Socialist Countries: Experience from the U.S.S.R. and Yugoslavia

Authors: Ellerman, David P.; Hoffmire, John
Product Type: Books / Book Chapters
Source: Employee Stock Ownership Plans: 1990 Yearbook, pp. Y22-1-Y22-21
Publication Year: 1990

[This document has not yet been rated] 121 views

Translating the ESOP concept to socialist countries is much more difficult than, say, just translating American laws into Russian. The concept of employee ownership has to be reduced to its essentials and then creatively reapplied in the context of the legal and institutional environment of socialist countries.

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Using Earn-Outs to Implement ESOPs in Emerging Market Economies

Author: Hoffmire, John
Product Type: Notes
Source: The ESOP Association 13th Annual Convention
Publication Year: 1990

[This document has not yet been rated] 103 views

Earn-outs can be an important tool in the development of ESOPs in the international community.

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Employee Ownership Indices and Investment Funds in the U.S. 1992–Present

Author: Hoffmire, John
Product Type: Multimedia
Source: Sixth European EO Conference
Publication Year: 2006

[This document has not yet been rated] 126 views

Provides a detailed slide presentation related to the history and experience os employee ownership indices and mutual funds in the United States.

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Employee Ownership as a Competitive Strategy

Author: Hoffmire, John
Product Type: Notes
Source: Országos MRP Konferencia, Budapest
Publication Year: 1993

[This document has not yet been rated] 122 views

This table provides a summary of employee ownership as a competitive strategy. In it, the relationship between a company's strategic imperatives, such as productivity and cost control, and specific ESOP strategies are detailed.

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A Culture of Ownership: What Is It, and How Is It Implemented in Modern Business?

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 137 views

After completing the course, students will have an understanding of the numerous techniques of information sharing and participative management which seem to define an ownership culture.

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Sustaining Employee Ownership: Factors That Affect Its Effect and Its Future

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 98 views

After completing the course, students will have an understanding of the factors that affect the long and short term lifespan of an employee owned company.

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Broad-based Ownership and Governance: Who’s Running This Company Anyway?

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 97 views

After completing the course, students will have an understanding of the governance structures that control modern corporations, the relationship between ownership of equity of a corporation and its control.

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Business Planning, Financing, Law and Taxation in Equity Ownership

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 119 views

After completing the course, students will have the capacity to understand and evaluate the various tools and techniques available under current law and practice for applying corporate equity as a compensation and motivation vehicle for employees as well as a tax and cost effective vehicle for assisting in business succession and capital expansion.

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Theories of Employee Ownership: A Look at Underpinnings and Ideas

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 112 views

After completing the course, students will have an understanding of the philosophical and theoretical bases for broadening access to capital among wider ranges of the population as a way of strengthening the capitalist model.

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The Foundation of Employee Ownership: A Brief History

Author: Mathews, Anthony
Product Type: Syllabi
Source: Rady School of Management, UC San Diego
Publication Year: 2011

[This document has not yet been rated] 100 views

Employee Ownership 101 is designed as a concept exploration two unit elective course. After completing the course, students will have an understanding of the role of private capital in the development of wealth and the evolution of private capital from its earliest forms to our modern capitalist system.

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Somewhere Between Complacency and Fear

Author: Rodgers, Loren
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 283 views

Cecil Ursprung, the former CEO of Reflexite Corporation, once described his ideal organizational culture as being a permanent "state of mild dissatisfaction." You may not agree with the word "dissatisfaction," but I expect you would agree that innovation flourishes when employee owners are constantly seeking ways to improve the company and that happens when employees are not satisfied with the status quo. Creative energy flows when people refuse to walk away from situations that are "good enough.”

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The Age of Autonomy

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 314 views

Why is Southwest so uniquely able to succeed where others can’t? The thing that makes Southwest employees a powerful force for success is that they are autonomous workers working toward a common goal...

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Employee Ownership Video Collection Teaching Addendum

Authors: Lee, Moses; Blasi, Joseph; Samel, Hiram; Richley, Bonnie; Goldbach, Justin F.; Boni, Arthur; Mathews, Anthony; Mackin, Christopher
Product Type: Multimedia; Video Collections
Source: The Foundation for Enterprise Development
Publication Year: 2012

[This document has not yet been rated] 328 views

The Employee Ownership Video Collection Teaching Addendum presented by the Foundation for Enterprise Development is divided into four sections, Teaching in Entrepreneurship Programs, the History of Broad-Based Ownership, Innovation and High-Tech, and Money and People. This video outline is designed to explore the ways to incorporate employee ownership in your class curriculum, learn about the early beginnings of employee ownership and how it has evolved especially in the high-tech fields, and to discover the culture of participation embraced by employee-owned businesses.

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Video Collection Homepage

Author: Foundation for Enterprise Development
Product Type: Multimedia; Video Collections
Source: The Foundation for Enterprise Development
Publication Year: 2012

[This document has not yet been rated] 1227 views

This Video Collection presented by the Foundation for Enterprise Development with the Employee Ownership Foundation and Aspen Institute contains videos from well-respected professors, students and business owners who speak about ways to use employee ownership as a resourceful business tool. They discuss the culture, participation and practices of employee ownership, as well as the facts and statistics of ESOP companies in the world today.

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Level Headed – ESOP of Sundt Construction, Inc.

Author: Pruitt, J. Doug
Product Type: Multimedia; Video Collections
Source: No Limit Publishing
Publication Year: 2012

[This document has not yet been rated] 279 views

J. Doug Pruitt talks about the Sundt ESOP program.

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Privately Held Employee Owned Socially Responsible Business, Sustaining Inspiration: The Challenges & Opportunities of Running a Privately Held, Employee Owned, Socially Responsible Business

Author: Cleary, Kevin
Product Type: Multimedia; Video Collections
Source: UC Television, UC Davis Graduate School of Management
Publication Year: 2010

[This document has not yet been rated] 345 views

Kevin Cleary, President and COO of Emeryville, California based Clif Bar & Company, explores how this privately held, employee owned company is also socially responsible. Series: "UC Davis Graduate School of Management's Dean's Distinguished Speaker Series" [1/2011] [Business] [Show ID: 20472]

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Ronald Reagan's Speech on Project Economic Justice

Author: Reagan, Ronald
Product Type: Multimedia; Video Collections
Source: Center for Economic and Social Justice -- cesj.org
Publication Year: 1987

[This document has not yet been rated] 304 views

The Presidential Task Force on Project Economic Justice--In 1985, Center for Economic and Social Justice (CESJ) members initiated and mobilized bipartisan support for Congressional legislation which established the Presidential Task Force on Project Economic Justice under President Ronald Reagan. Project Economic Justice, which was first conceived in a strategy paper authored by CESJ, offered a revolutionary economic alternative to military solutions to regional conflicts in Central America and the Caribbean. Enacted as part of the International Security and Development Cooperation Act of 1985, this legislation created the first presidential task force to be totally funded with private donations and supported by both the U.S. Chamber of Commerce and the AFL-CIO. Former Ambassador to the Organization of American States and the European Community, The Hon. J. William Middendorf II, served as Chairman. CESJ's president, Norman G. Kurland, served as deputy chairman.

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ESOP: Everything You Need to Know About ESOPs (Part I and II)

Author: Gilbert, Ron
Product Type: Multimedia; Video Collections
Source: ESOP Services Inc
Publication Year: 2011

[This document has not yet been rated] 281 views

Ronald J. Gilbert, President of ESOP Services, Inc,. discusses the leveraged Employee Stock Ownership Plan (ESOP), highlighting the mechanics, advantages, and financing sources. ESOP Services, Inc.'s professionals are experienced in preliminary analysis, plan and financial transaction design, implementation, financing, ESOP termination and litigation support.

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We the Owners: Employees Expanding the American Dream Official Trailer

Authors: Foundation for Enterprise Development; Passage Productions
Product Type: Multimedia; Video Collections
Source: Foundation for Enterprise Development
Publication Year: 2012

[This document has not yet been rated] 399 views

Integrating art, business and education, this documentary film captures inspiring stories of employees and founders from three companies, each structured with distinct forms of broad-based employee ownership, who share an insider’s view of shared wealth and responsibility, high involvement culture, and their approaches and challenges in creating opportunity and prosperity through ownership.

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Communication for an Employee-Owned Company

Author: Cai, Junyi
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 349 views

Communication benefits the employee-ownership plan of a company in many ways. A well-communicated plan and a well-planned communication campaign are much more likely to accomplish your objectives...

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Improving State-Level Policy Advocacy for Employee Ownership

Author: Taylor, Michael
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 298 views

If undertaken nationwide, initiatives to support employee ownership at the state level could dramatically improve not only the welfare of prospective employee owners, but also revitalize an important source of U.S. firms' competitive advantage in the global marketplace...

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Selling Ownership to an ESOP: An Attractive Route to Cashing Out

Author: Staubus, Martin
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 249 views

Any business owner who evaluates their succession options without investigating the concept of an employee stock ownership plan will be making a mistake. What is an ESOP, and how does it work?

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ESOPs

Author:
Product Type: Policy and Issue Reports
Source: Butcher Joseph Hayes
Publication Year: 2012

[This document has not yet been rated] 263 views

ESOPs are a unique combination of a benefit plan and a tool of corporate finance. The value of the plan, as an employee benefit, is directly related to the performance of the company, creating an effective incentive for management and employees to perform well.

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Democratic Enterprise: Ethical Business for the 21st Century

Authors: McDonnell, Diarmuid; Macknight, Elizabeth; Donnelly, Hugh
Product Type: Books / Book Chapters; Teaching Modules
Source: Co-operative Education Trust Scotland; University of Aberdeen
Publication Year: 2012

[This document has not yet been rated] 412 views

Designed for undergraduate students, Democratic Enterprise provides an open access, introductory-level analysis of democratic models of enterprise, namely co-operatives and employee-owned businesses.

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The 2012 Election Cycle: An Embarrassing Circus, Perhaps, but a Great Opportunity for Employee Ownership, for Sure

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

[This document has not yet been rated] 164 views

It is time to make the case that employee ownership is a solution to a lot of what is wrong with our country, and we need to continue to promote the concept until we have 30,000 or 40,000 employee-owned companies rather than the static 10,000 we have had for the last decade or more. If we can do that, we will have put a large part of the country on a much stronger footing, and moved toward solving some fundamental economic and social problems...

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Client Profile: Dini Partners, Inc.

Author: Zollars, Ron
Product Type: Mini-Cases
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 256 views

Dini Partners, Inc. became an S-Corporation as of Jan. 1, 2012. "It was clearly a way to define an ownership transition. The ESOP provided a path to an orderly transition of ownership. Also, as some of our senior members of the staff transition into retirement, we needed a vehicle to incentivize the younger, talented professionals to have a long-term stake in the firm."

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An Overview of Employee Ownership

Author: Re, Mike
Product Type: Multimedia
Source: The Beyster Institute
Publication Year: 2012

[This document has not yet been rated] 250 views

Mike Re, CEO of California contractor Swinerton, discusses what employee ownership means to the company...

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Worker Cooperative Case Study: Isthmus Engineering & Manufacturing

Authors: Billeaux, Michael; Reynolds, Anne; Young-Hyman, Trevor; Zayim, Ayca
Product Type: Cases
Source: University of Wisconsin Center for Cooperatives
Publication Year: 2011

[This document has not yet been rated] 363 views

While the U.S. manufacturing sector has shrunk over the past 30 years, the fully worker-owned Isthmus Engineering & Manufacturing (IEM) cooperative has thrived in the automated manufacturing industry.

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SAIC (A, B)

From Conception to Succession (1969-2003); The Recent Years (2003-Present)

Authors: Hall, William; Lee, Moses
Product Type: Cases
Source: Center for Entrepreneurship at the University of Michigan
Publication Year: 2011

[This document has not yet been rated] 388 views

At the start, Dr. Beyster made the decision that SAIC would be employee owned and that ownership would be based on merit and contribution to the company, not tenure. Using employee ownership as a selling point to prospective hires, Dr. Beyster was able to recruit talented employees and build a successful organizational culture. However, changes made after Dr. Beyster stepped down would have implications for SAIC's company culture...

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