Money and Tax

By Rob Hilton, South Park Advisors, in collaboration with the North Carolina Employee Ownership Center One of the first steps of transitioning to an employee-ownership model, such as an Employee Stock Ownership Plan (ESOP), Employee-Owned Trust (EOT), or Work-Owned Cooperative, is to determine the overall value of the company. This requires a business valuation. These…

Representing North Carolina, NCEOC Executive Director Illa Burbank and Founder Anne-Claire Broughton attended the 2025 National Center for Employee Ownership (NCEO) Conference, held April 14–17 in Salt Lake City. The event marked a milestone as the largest in NCEO’s history, drawing more than 2,000 participants from across the United States and internationally. One of the…