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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] 2578 views

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

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Special Archive Section: 2015 Year In Review

From the CasePlace Archives, we recap some of the highlights from 2015.

Author: The Aspen Institute Business and Society Program
Product Type: Featured Collections
Source: The Aspen Institute Business and Society Program
Publication Year: 2016

[This document has not yet been rated] 319 views

From the CasePlace Archives, we recap some of the highlights from 2015. This Year in Review collection presents a dozen popular cases, syllabi, books, and other items on a wide variety of business and social impact topics, including inequality, diversity, leadership and ethical behavior.

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Atlas Container Corporation: Thinking Outside the Box

Authors: Calo, Thomas J.; Shipper, Frank
Product Type: Cases
Source: Salisbury University
Publication Year: 2015

[This document has not yet been rated] 371 views

To survive, Atlas changed from an external to an internal growth strategy. The smoothness of the transition could at least be partially attributed to a set of internal strategies that were unusual for a commodity/cost-driven industry. They included democratic governance and employee ownership…

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Looking for Mr. GoodTrustee

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 65 views

The purpose of this brief article is to suggest an interview script that reflects a list of areas that an ESOP company should want to understand completely before handing over this extremely important role to an outsider…

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Does an ESOP Make Sense? Craft Beer's Growth and Consolidation

Author: Vira, Damien
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 60 views

The consolidation and sale of some beloved brands to Big Beer has raised eyebrows and piqued new questions about the industry’s identity. The good news is the industry is still expanding with more than 4,000 U.S. craft breweries, over 100 in San Diego alone, and there is an opportunity for employee stock ownership plans (ESOPs) to play a larger role in the industry’s future.

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It's Your Money and Your Life!: Interview with Martin Staubus

Authors: Staubus, Martin; Muscio, Richard; Vecchio, Joe
Product Type: Interviews; Multimedia
Source: It's Your Money and Your Life!
Publication Year: 2015

[This document has not yet been rated] 48 views

This interview with Martin Staubus discusses employee stock ownership plans (ESOPs). As Executive Director of the Beyster Institute at UCSD, Staubus has extensive experience in workplace issues and the challenges and opportunities of implementing ESOPs.

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Trust, Information, Belief in People—the Keys to Best Cultures

Author: Scott, Sid
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 183 views

My contention is that the most successful companies are built on mutual trust, honest information, and a belief in people rather than on new, top-down, more for less, processes that increase worker output in order to satisfy customers…

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ENTR 599: Entrepreneurial Ownership

Authors: Crumm, Aaron; Samson, Perry
Product Type: Syllabi
Source: University of Michigan
Publication Year: 2015

[This document has not yet been rated] 225 views

This course is presented from the perspective of the entrepreneur and employee owner. The seven week course will cover the critical steps of equity and employee ownership; founding your own company or joining a start-­up, successfully navigating funding rounds, deploying your equity to incentivize employees and encourage long-­term growth, or negotiating through an exit.

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Beyster Startup Toolkit: Sharing Equity Ownership

Author: The Beyster Institute
Product Type: Web Sites
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 194 views

Ultimately, the success of your venture will be determined not by your efforts alone but by the performance of the cast of people — employees, partners, or associates — that you assemble. So, if there is a strategy that can help you get more out of the people on whom you depend and also boost your organizational horsepower, you owe it to yourself to take a serious look. A policy of sharing equity with employees that is designed and used wisely can be just that strategy.

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Huawei’s Employee Stock Ownership Plan and its Effect on Productivity: A Comparative Analysis of the 2010–2014 Financial Data of Huawei and ZTE

Authors: Peng, Alexander; Hoffmire, John
Product Type: Research Notes / Working Papers
Source: Peking University; University of Wisconsin-Madison; University of Oxford
Publication Year: 2015

[This document has not yet been rated] 236 views

In this paper, we first examine whether Huawei has an advantage over ZTE following the strategic restructurings in 2011, and then retest the hypothesis on the positive effect of an ESOP on Huawei’s competitive position…

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1worker1vote: MONDRAGON in the US

Authors: Henderson, Rebecca; Norris, Michael
Product Type: Cases
Source: Harvard Business School
Publication Year: 2015

[This document has not yet been rated] 198 views

MONDRAGON, the largest cooperative in the world, and the inspiration for several U.S. cooperatives, faces a challenge in 2013 after one of its largest cooperatives votes to leave the group and another goes bankrupt.

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Succession at Berrett-Koehler Publishers: Institutionalizing the “BK Way” and Protecting BK Values for Future Success

Authors: Silverman, Murray; Baack, Sally
Product Type: Cases
Source: San Francisco State University
Publication Year: 2015

[This document has not yet been rated] 107 views

The Berrett-Koehler (BK) case highlights the efforts of a competitively successful, mission-driven, socially responsible publishing company to preserve its values, culture and practices while ensuring continued future success. The case provides an opportunity to cover corporate governance topics such as: ownership structures, shareholder relations, CEO and organizational succession planning, and board roles and responsibilities.

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Huawei: A Case Study of When Profit Sharing Works

Authors: De Cremer, David; Tao, Tian
Product Type: Journal Articles
Source: Harvard Business Review
Publication Year: 2015

[This document has not yet been rated] 401 views

Profit-sharing plans are one way to address the global issues of income inequality and uneven wealth distribution while increasing employee engagement. One company, the Chinese telecom Huawei, has a successful employee stock ownership plan (ESOP) that demonstrates such incentives can be good for both employees and the business.

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Section 1042: A Guide to Floating Rate Notes

Author: Vira, Damien
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 152 views

Floating rate notes (FRNs) are bonds that have a variable coupon that is pegged to a reference rate, typically LIBOR, plus a fixed spread. There are several variations of FRNs, but this article will focus on those utilized to fulfill IRC Section 1042 requirements.

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Sustainability in the 21st Century

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 156 views

For the last several years, there has been a constant and very predictable discussion taking place regarding the sustainability of ESOP companies…

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The Benefits of an ESOP for Corporate Transition Strategies

Author: Binns, David
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 175 views

Like many ESOPs, the Macfadden Employee Stock Ownership Plan was established as a means of transitioning ownership from the company's founder to its employees. Just over 12 years later, the Macfadden ESOP now owns 100 percent of the company…

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Collaboration That Goes beyond Co-Op-Eration: It’s Not Just ‘‘If’’ but ‘‘How’’ Sharing Occurs That Makes the Difference

Authors: Shipper, Frank; Manz, Charles C.; Manz, Karen P.; Harris, Benita W.
Product Type: Journal Articles
Source: Organizational Dynamics
Publication Year: 2013

[This document has not yet been rated] 156 views

Equal Exchange is a cooperative organization that taps into the full capacities of everyone involved in a socially responsible way. This article describes how it has used the wisdom of its multiple stakeholders to create a collaborative community, to be profitable, and to have significant positive impact on people's lives and the environment in approximately 20 countries.

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How Equal Exchange Aligns Our Capital with Our Mission

Authors: Fireside, Dan; North, Rodney
Product Type: Essays and Concept Papers
Source: Equal Exchange
Publication Year: 2015

[This document has not yet been rated] 337 views

In the wake of this cooperative’s recently concluded $4M stock offering, Equal Exchange created a single document that explains all of our unorthodox capital model…

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Employee Ownership and Governance: The Carris Companies Making Change Impacting the Whole

Author: Betit, Cecile G.
Product Type: Journal Articles
Source: Journal of Corporate Citizenship
Publication Year: 2015

[This document has not yet been rated] 239 views

William H. (Bill) Carris set a deliberate purposeful course for the whole system change that he deeply desired for his employees. The Carris transformation, innovative in its own right, provides examples of change from being traditionally owned, managed and governed to having shared ownership, participatory management and shared governance by the whole...

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Critical Mass Radio Show Featuring Keith Molchan and Martin Staubus

Authors: Franzi, Richard; Molchan, Keith; Staubus, Martin
Product Type: Interviews; Multimedia
Source: Critical Mass for Business
Publication Year: 2015

[This document has not yet been rated] 400 views

This Critical Mass Radio Show discusses why, when and how business owners should choose the ESOP path as the correct succession strategy…

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Why Are ESOPs Prevalent in Manufacturing and Construction Industries?

Authors: Iwahashi, Kanna; Tyson, Danny
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 253 views

Two of the most common industries to have established ESOPs are construction and manufacturing, combining to make up 35 percent of the 1,600 companies represented by the ESOP Association…

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ESOP and a New Wave of Local Awareness

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 272 views

By taking the great example of regional ESOP promotion pioneers, engaging the University of California in the effort and working to engage other educational institutions as well as leaders in business and the local employee ownership community, we believe that it will be very possible to build strong regional support for the idea that communities ought to be the most active supporters of employee ownership…

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The Carris Companies: Making 100% Employee Governance the Practice—Shifting Stakeholder and Citizen Rights and Responsibilities to the Employees

Author: Betit, Cecile G.
Product Type: Books / Book Chapters
Source: Greenleaf Publishing
Publication Year: 2002

[This document has not yet been rated] 187 views

Following a brief description of the methodology employed within this chapter, background information is provided on the Carris Companies. Changing stakeholder relationships highlighted in the segment on employee ownership provide a foundation for understanding the transitional process within the Carris Companies and, specifically, the practice of governance.

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Putting Governance to Work: The Carris Companies’ Experience

Author: Betit, Cecile G.
Product Type: Books / Book Chapters
Source: Greenleaf Publishing
Publication Year: 2005

[This document has not yet been rated] 167 views

Based on a case, this conceptual paper examines the Carris Companies corporate citizenship efforts - as they moved toward full employee ownership and employee governance - in the context of basic questions involving the nature of corporations, the manner in which they should be governed, their roles within civil society and how they should be held accountable for the common good...

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Carris Corporation: Incentive Plan Program

Authors: Betit, Cecile G.; Rao, Jay
Product Type: Cases
Source: Babson College
Publication Year: 1998

[This document has not yet been rated] 180 views

For several years, William H. (Bill) Carris (President and CEO) looked for ways to bring employees into the business. From the beginning Michael (Mike) Curran (Vice-President and COO) had been not in favor of implementing short-term incentives at that time. But having worked with Bill for 20 years, Mike knew when Bill’s mind was set on proceeding...

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Carris Companies’ Long and Winding Road to Employee Ownership and Values Based Governance

Author: Betit, Cecile G.
Product Type: Journal Articles
Source: Journal of Organizational Excellence
Publication Year: 2000

[This document has not yet been rated] 173 views

A rapidly expanding entrepreneurial company, the Carris firm is—by its owner's design—gradually becoming an employee-owned and-directed organization...

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Carris Companies Experience: Corporate Values in Practice

Author: Betit, Cecile G.
Product Type: Books / Book Chapters
Source: Emerald Group Publishing Limited
Publication Year: 2001

[This document has not yet been rated] 161 views

Organizational leadership sets the standard for ethical conduct in the workplace. Christianity's “Golden Rule” was used by William H. (Bill) Carris, owner of the Carris Financial Corporation (CFC), as the central ethical principle in his Long Term Plan (UP), describing the transition to 100% employee-ownership and governance...

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Working Toward Transparency and Accountability: Carris Companies Governance

Author: Betit, Cecile G.
Product Type: Journal Articles
Source: The Journal of Corporate Citizenship
Publication Year: 2002

[This document has not yet been rated] 158 views

This conceptual paper based on a case examines some of the devastating impacts of the recent spate of corporate wrongdoing, noting the widespread interconnectivity and interrelationships these demonstrate; revisits the roots of capitalism and the underpinnings of corporate citizenship; and explores the efforts of the Carris Companies as they implemented their plan for 100% employee ownership and governance, working toward full transparency and accountability in their decision-making.

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A Positive Movement Forward: Carris Companies Employee-Governance

Author: Betit, Cecile G.
Product Type: Books / Book Chapters
Source: Greenleaf Publishing
Publication Year: 2007

[This document has not yet been rated] 166 views

This chapter presents William (Bill) H. Carris's distinctive organizational design for a positive and practical model of 100% employee-governance in the movement toward 100% employee-ownership of the Carris Companies, a manufacturer of wood, plastic, and metal reels in six United States locations and one in Mexico...

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The Carris Companies: Doing the Next Right Thing

Author: Betit, Cecile G.
Product Type: Journal Articles
Source: The Journal of Corporate Citizenship
Publication Year: 2008

[This document has not yet been rated] 218 views

Presented in this case is the Carris Companies’ movement towards 100% employee shared ownership and governance with an emphasis on and investment in education; focus on ‘quality of life’; economic, educational and social accessibility provided by the company for its employees, many of whom are unskilled at the time of initial employment; encouragement of employee wellness; employee involvement in corporate decision-making and philanthropy; companies’ increased efforts to reduce waste and energy use and the overall positive effects on the companies’ profitability...

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J. Robert Beyster's Spirit Lives On

Author: Zollars, Ron
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 334 views

In 1986, Dr. Beyster created the Foundation for Enterprise Development (FED) to assist companies and individuals who were interested in furthering the concept of employee ownership, a core principle of Dr. Beyster's entrepreneurial philosophy...

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Section 1042: A Guide to Qualified Replacement Property

Author: Vira, Damien
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 433 views

The shareholder of a C corporation can defer or eliminate capital gains taxes when he or she sells stock to an employee stock ownership plan…

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Harrell Remodeling ESOP Company Profile

Author: Mathews, Anthony
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 536 views

Harrell Remodeling, Inc. (HRI) is the result of a young woman's belief in the ideas that good fortune comes from hard work; that anything is possible with enough commitment; that listening to and serving the needs of others is the only correct business model and that thoughtful, methodical planning is a good thing – not a handicap.

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Dependency, Poverty and Employee Ownership

Author: Hoffmire, John
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2015

[This document has not yet been rated] 339 views

In today's economy, some employees live paycheck to paycheck and are unable to save for a rainy day, let alone retirement. However, an increasingly utilized business model may yield part of the solution. Employee Stock Ownership Plans (ESOPs) are a promising alternative to traditional business models…

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Don't Wait for a Crisis, Fix it Now

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

[This document has not yet been rated] 438 views

When things go wrong at work, as they occasionally do, a common first reaction is to look for the culprit(s). This can lead to punishment which may result in the "evildoer(s)" being severely reprimanded, or even terminated. Unfortunately, not only does the problem often remain unsolved, the organization is left with another challenge of replacing a person or two. There may be a better way that doesn't result in a lose-lose situation...

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10 Things to Know about IRC Section 1042

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

[This document has not yet been rated] 402 views

Section 1042 of the Internal Revenue Code allows for the deferral of capital gains tax when selling qualified securities to an employee stock ownership plan (ESOP). Here are 10 things we think selling shareholders should know about the 1042 election.

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Opinion: Looking for the Perfect Buyer?

Authors: Gilbert, Ronald J.; Parham, Jim
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2014

[This document has not yet been rated] 396 views

With all the news about company bankruptcies, increased government regulations, higher equipment costs and economic uncertainty, some motor-carrier owners are looking for options...

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Deck the Malls!

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

[This document has not yet been rated] 360 views

A tale of entrepreneurship – and a leading holiday decoration company becomes employee owned...

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The Fiduciary Trustee's Role in ESOP Governance

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

[This document has not yet been rated] 384 views

In this issue, we close the loop on the triangular governance structure that supports ESOP companies and discuss the role of the ESOP itself as reflected in the duties and functions of the ESOP fiduciary (the trustee).

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The Wealthy and Powerful Discover Inequality

Author: Blasi, Joseph
Product Type: Magazine / Newspaper Articles
Source: Time.com
Publication Year: 2014

[This document has not yet been rated] 574 views

Even the rich are admitting that inequality is bad for business...

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The Role of Management in an Employee-Ownership Company

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

[This document has not yet been rated] 446 views

What is the function of senior management in the governance of ESOP companies? Simply put, the function of management in an ESOP company is the same as in any other company - to manage very well to achieve strategic objectives and to participate in the strategic operation of the company by giving the board feedback on how the strategic plan is being successfully implemented and, more important, where it is failing.

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Shared Capitalism: Lessons from the 6th Annual Beyster Summer Fellowship Symposium

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

[This document has not yet been rated] 339 views

What are the best strategies for aligning equity incentives for all stakeholders, and what lessons can be drawn from cutting-edge research in the area?

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Requirement, Guidance, Advice and Implication: A Brief Look at a Couple of Recent ESOP Legal Events

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

[This document has not yet been rated] 370 views

Several recent legal events have given the ESOP community a great deal to consider...

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How Do I Get More Employees to Actively Participate in Our Plan?

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

[This document has not yet been rated] 382 views

You just received the dreaded call from your friendly 401(k) third-party administrator – your average deferral percentage (ADP) test is failing…again! Some of your highly compensated employees will be disappointed to learn that money they deferred will be returned to them and is taxable.

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Got Stock? Employers Take Note - Future Employees Want Their Share

Author: Fidelity Investments
Product Type: Magazine / Newspaper Articles
Source: Yahoo! Finance
Publication Year: 2014

[This document has not yet been rated] 369 views

New research from Fidelity shows that over 80 percent of employees say that a company stock plan influences their decision to change employers...

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Shared Entrepreneurship: A Path to Engaged Employee Ownership

Author: Shipper, Frank
Product Type: Books / Book Chapters
Source: Palgrave Macmillan
Publication Year: 2014

[This document has not yet been rated] 1417 views

In many ways the persistent top-down command and control theme that supports established leadership thought and practice prevents organizations from fully tapping into their human resources, in turn limiting their flexibility to meet the challenges of increasingly dynamic, complex, and competitive environments. Shared Entrepreneurship replaces the top-down approaches of the past with a new framework that draws strengths and innovation from collaboration and sharing.

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The SAIC Solution: Built by Employee Owners

Authors: Beyster, J. Robert; Economy, Peter
Product Type: Books / Book Chapters
Source: The Foundation for Enterprise Development
Publication Year: 2014

[This document has not yet been rated] 642 views

This book is a guide to implementing principles and practices developed and used by SAIC to drive exponential growth, global expansion, and diversification across science and technology customers and markets...

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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] 762 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] 409 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] 491 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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