ESOP Employee Accelerator

Event Overview

ESOP Accelerator_Logo_Color

Future Dates and Locations:

April 16
Allied Mineral Products
Columbus, OH
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April 30
Walker Mechanical Contractors
Louisville, KY
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May 1
Performance Validation, Inc.
Indianapolis, IN
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May 12
Nielsen Builders and LD&B Insurance
Harrisonburg, VA
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May 14
Parksite Inc.
Bolingbrook, IL
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May 19
Avail Technologies, Inc.
State College, PA
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Think Like an Owner: Accelerate Your ESOP Knowledge

The EOF created the ESOP Employee Accelerator for non-managerial staff and new employee owners. This one-day, interactive program blends classwork and small group discussions to learn about core business concepts and ESOP principles in a dynamic, engaging format. Through the Accelerator’s flagship business simulation, participants collaborate on key business challenges, test their employee‑ownership knowledge, and gain insight into how their decisions affect coworkers and shape company performance across the organization. Participants learn how their daily actions influence company performance and long-term value.

New employee owners often ask, “How does our company measure success?” or “How can we impact its value?” The Accelerator answers these questions by building a strong knowledge base and fostering an ownership mindset. By the end of the program, participants gain practical insights into business operations, decision-making, and the wealth-building potential of their ESOP—and leave ready to make a meaningful difference.

Course Curriculum 

Attendees typically come from ESOP companies that make ownership culture a cornerstone of success. To strengthen post-program implementation, companies often send up to six employee owners to an Accelerator session, creating a small cohort that returns with shared knowledge and a common approach to applying what they learned. 

The curriculum includes: 

The ABCs of ESOPs

  • Why companies form ESOPs
  • Key benefits of employee ownership
  • Governance essentials
  • Vesting, valuation, and distributions

ESOP Case Studies

  • Examine three real-life ESOP company journeys, comparing similarities and differences
  • Connect lessons to participants' organizations 

Introduction to Business

  • Business structures, liability, and taxes
  • Core business functions that drive performance

Introduction to Financials

  • Why financial statements matter
  • Basics of balance sheets, income statements, and cash flow

Communicating About Your ESOP

  • Best practices for effective communication
  • Practical tips you can implement immediately

Business Simulation 

  • Run a simulated ESOP company, making decisions that affect customers, employees, and profits
  • Understand the short- and long-term health of the business