ESOP Workbook

Beschreibung

Forms, checklists, and step-by-step instructions for choosing andimplementing an ESOP Financial officers need to know how to compare an Employee StockOwnership Plan (ESOP) with other comparable plans and how toeffectively present an ESOP proposal to corporate executives. ESOPWorkbook: The Ultimate Instrument in Succession Planning isdesigned to help the corporate owner, financial officer, CPA, andattorney determine if an ESOP is appropriate for meeting acompany's objectives and, if so, how to successfully implement asuitable ESOP. The Workbook's step-by-step use of forms and checklists shows thefinancial officer how to judge the feasibility of installing anESOP versus other qualified or nonqualified plans or approaches.Divided into three sections-- Decision Stage, Valuation andFinancing Stage, and Transaction Stage-- the Workbook answers suchquestions 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 readersthrough the entire implementation process. The Workbook also contains useful information for financialadvisors and life insurance agents who need to know about ESOPs fortheir business. Valuable as a supplement to ESOP: The UltimateInstrument 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.

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Robert A. Frisch

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Accounting Branchenspezifisches Rechnungswesen Rechnungswesen Special Industry Accounting

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