Title: ESOP Workbook
First published: June 15, 2002
Description: 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.
Subjects: Business, Nonfiction, Stock ownership, Law and legislation, Employee ownership, Inheritance and succession, Employee stock options, Management, Employee participation, Stock options, Restricted stock options, Options d'achat d'actions, BUSINESS & ECONOMICS, Workplace Culture, Human Resources & Personnel Management