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An essential book presenting best practices in developing new leaders and succession planning.

Essays and new survey data on the issues surrounding executive and director compensation in ESOP companies.

Describes the basics of accounting for leveraged ESOP transactions, including examples, for the benefit of every user of financial statements.

An innovative book written to teach inside ESOP trustees, company leaders, board members, and others how ESOP valuation works, how control is treated nowadays, how to read and understand a valuation report, and how to select an appraiser.

An essential resource for any inside fiduciary at an ESOP company, this book is meant to provide an overview of life as an inside ESOP fiduciary. It alerts the reader to the key issues, including ESOP basics, fiduciary issues, valuation scenarios fiduciaries may face, working with appraisers, board-trustee interactions, and fiduciary insurance.

Describes how warrants are used in leveraged ESOP transactions, plus key corporate finance and federal tax considerations.

How to move from being a company of employees to a company of owners.

Categorizes and summarizes litigation over company stock in ESOPs and 401(k) plans.

Categorizes and summarizes IRS and DOL rulings and regulations on ESOPs and related plans.

Discusses the issues related to terminating a plan, including partial terminations, freezing, and converting to a profit sharing plan.