ESOP Essentials

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Can an ESOP meet your goals?

1: Screening questions

Read

Seven good reasons not to do an ESOP

Who should own your business after you?,

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ESOP Overview - An Introduction to ESOPs

Is an ESOP Right for You?

2: Strategic advantages

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Research highlights on company performance

“ESOP Tax Incentives” (chapter 3, Introduction to ESOPs)

Employee Ownership as a Strategic Advantage

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?

Do ESOPs Benefit Everyone?

OwnershipEconomy.org

What Happens in an ESOP Transaction?

4: Valuation

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Valuation Models

“Valuing the Company Stock” (chapter 5, Introduction to ESOPs)

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Valuation Basics

5: Transaction Structures and Financing

Read

“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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Financing an ESOP Transaction

New Financial Strategies for ESOPs

6: Corporate Governance  

Read

Corporate Governance Practices in ESOP Companies

Who Does what in an ESOP Company

Board of Directors: The Importance of Process

Watch

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

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 Choosing Employee Ownership Consultants

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 Creating an Effective ESOP Team

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