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ESOP Workbook: The Ultimate Instrument in Succession Planning |
| Robert A. Frisch (The Esot Group, Inc., Los Angeles, California) |
| 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 companyÂs objectives and, if so, how to successfully implement a suitable ESOP.
The WorkbookÂs 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 sectionsÂÂ Decision Stage, Valuation and Financing Stage, and Transaction StageÂÂ 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
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| Paperback |
84 Pages, 7 x 10 in.
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Item #:
Price: |
047122085X
$52.00 |
John Wiley & Sons, Inc. | |
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