About this ebook
Forms, checklists, and step-by-step instructions for choosing and implementing an ESOP
Financial officers need to know how to compare an Employee Stock Ownership Plan (ESOP) with other comparable plans and how to effectively present an ESOP proposal to corporate executives. ESOP Workbook: The Ultimate Instrument in Succession Planning is designed to help the corporate owner, financial officer, CPA, and attorney determine if an ESOP is appropriate for meeting a company's objectives and, if so, how to successfully implement a suitable ESOP.
The Workbook's step-by-step use of forms and checklists shows the financial officer how to judge the feasibility of installing an ESOP versus other qualified or nonqualified plans or approaches. Divided into three sections-- Decision Stage, Valuation and Financing Stage, and Transaction Stage-- the Workbook answers such questions as:
* How to decide upon your objectives
* How to value your company
* How to determine the feasibility of an ESOP
* How to obtain financing
* What to do about your present plan
* How to invest the proceeds
* How to do the accounting
* How to communicate the ESOP to employees
Once a suitable plan is chosen, the Workbook then guides readers through the entire implementation process.
The Workbook also contains useful information for financial advisors and life insurance agents who need to know about ESOPs for their business. Valuable as a supplement to ESOP: The Ultimate Instrument in Succession Planning or as an independent resource, the ESOP Workbook is a one-stop practical guide for CPAs, attorneys, CFOs, and owners of private and public companies.
Financial officers need to know how to compare an Employee Stock Ownership Plan (ESOP) with other comparable plans and how to effectively present an ESOP proposal to corporate executives. ESOP Workbook: The Ultimate Instrument in Succession Planning is designed to help the corporate owner, financial officer, CPA, and attorney determine if an ESOP is appropriate for meeting a company's objectives and, if so, how to successfully implement a suitable ESOP.
The Workbook's step-by-step use of forms and checklists shows the financial officer how to judge the feasibility of installing an ESOP versus other qualified or nonqualified plans or approaches. Divided into three sections-- Decision Stage, Valuation and Financing Stage, and Transaction Stage-- the Workbook answers such questions as:
* How to decide upon your objectives
* How to value your company
* How to determine the feasibility of an ESOP
* How to obtain financing
* What to do about your present plan
* How to invest the proceeds
* How to do the accounting
* How to communicate the ESOP to employees
Once a suitable plan is chosen, the Workbook then guides readers through the entire implementation process.
The Workbook also contains useful information for financial advisors and life insurance agents who need to know about ESOPs for their business. Valuable as a supplement to ESOP: The Ultimate Instrument in Succession Planning or as an independent resource, the ESOP Workbook is a one-stop practical guide for CPAs, attorneys, CFOs, and owners of private and public companies.
About the author
ROBERT A. FRISCH is Chairman/CEO of The ESOT Group, Inc., in Los Angeles, California, a firm that specializes in the implementation and management of ESOPs.
Rate this ebook
Tell us what you think.
Reading information
Smartphones and tablets
Install the Google Play Books app for Android and iPad/iPhone. It syncs automatically with your account and allows you to read online or offline wherever you are.
Laptops and computers
You can listen to audiobooks purchased on Google Play using your computer's web browser.
eReaders and other devices
To read on e-ink devices like Kobo eReaders, you'll need to download a file and transfer it to your device. Follow the detailed Help Center instructions to transfer the files to supported eReaders.
