ESOP Workbook: The Ultimate Instrument in Succession Planning
Editorial Reviews
Book 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:
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.
Book Info
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. Contains useful information for financial advisors and life insurance agents who need to know about ESOPs for their business.
ESOP Workbook: The Ultimate Instrument in Succession Planning
ESOP Workbook: The Ultimate Instrument in Succession Planning,Robert A. Frisch,Wiley,047122085X,Accounting - General,Business & Economics,Business / Economics / Finance,Business/Economics,Employee ownership,Employees ownership,Inheritance and succession,Stock ownership,United States,Business & Economics / Accounting / General,Personnel & human resources management,Stocks & shares
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