Click here for the executive summary.
Can an ESOP Meet Your Goals?
1: Screening questions
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Who should own your business after you?,
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ESOP Overview - An Introduction to ESOPs
2: Strategic advantages
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Research highlights on company performance
“ESOP Tax Incentives” (chapter 3, Introduction to ESOPs)
ESOP Company Acquisition Strategies
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Do That with Your ESOP: Great Ideas from ESOP Companies
3: Employee benefit
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ESOPs as Retirement Plans: How do they stack up?
What Happens in an ESOP Transaction?
4: Valuation
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“Valuing the Company Stock” (chapter 5, Introduction to ESOPs)
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5: Transaction Structures and Financing
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“Types of ESOPs and their Financing” (chapter 2, Introduction to ESOPs)
Trends in Transaction Design and Management
Red Flags in ESOP Transactions
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New Financial Strategies for ESOPs
6: Corporate Governance
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Corporate Governance Practices in ESOP Companies
Who Does what in an ESOP Company
Board of Directors: The Importance of Process
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Best Practices for ESOP Boards of Directors
7: ERISA and ESOP Fiduciary Matters
Sample Documents
ESOP trustee checklist for a company setting up an ESOP
ESOP fiduciary/administrative committee workbook
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Effective ESOP Administrative Committees
8: Communications and Culture
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Looking to Jump Start Open Book Management? Quick Takes on Sharing the Numbers
Sample Document
ESOP communications committee charter
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How to Engage Employees Through a Culture of Ownership
Effective ESOP Communications Committees
Where Do I Go from Here?
9:Next Steps
Click here to become an NCEO member.
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Choosing Employee Ownership Consultants
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Creating an Effective ESOP Team