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Where can one find resources on employee-owned companies, especially in how they compare to other types of companies, profit-wise?


Topic Expert
Jake Feldman
Title: Managing Director
Company: Global TaxFin Advisory Group LLC
(Managing Director, Global TaxFin Advisory Group LLC) |

One place to start would be to locate a good public business library or university library where you can access computerized private company databases, such as those from D&B, Hoovers or BVD (Bureau van Dijk) to name a few. These allow you to specify company selection criteria and then to download financial data from those selected into a spreadsheet. The Risk Management Association (formerly known as Robert Morris Associates) also publishes financial benchmarking data on small/medium businesses.

Bob Giel
Title: Acting Controller
Company: Dance Fever, Inc.
(Acting Controller, Dance Fever, Inc.) |

The Best places to start are:
1. The National Center for Employee Ownership in Oakland, CA (
2. The Ohio Employee Ownership Center in Kent , OH (
3. The University based Research program at the Rutgers' School of Management and Labor Relations

Topic Expert
Kent Thomas
Title: Founder
Company: Advanced CFO Solutions
(Founder, Advanced CFO Solutions) |

A couple of additional ideas:
- Profitcents is a subscription data base with great information on companies in many industries
- If there is an industry association for your business, they frequently do comparative financial surveys that they aggregate and will provide non-company specific information that you can use to compare your business to.

Mary Ellen Morris
Title: Consultant & Lecturer in Accounting
Company: Consulting and University of Massachuset..
(Consultant & Lecturer in Accounting, Consulting and University of Massachusetts) |

Assume you are referring to and Employee Stock Owned Company. I was previously the CFO of one (and huge supporter - in that company's case there was no doubt that it was more profitable due the ownership). Another excellent resource is The ESOP Association a great non-profit resource. Good luck!

Robert Jevens
Title: Director - Business Markets and M&A Prac..
Company: The Bensman Group
(Director - Business Markets and M&A Practice, The Bensman Group) |

1-Butcher Joseph Hayes Capital Advisors
2-Business Transition Advisors
3-ESOP Capital Strategies, Inc.
4-Prairie Capital Advisors
5-Menke Group

Lots of info...


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