Description: ESOP WorkbookThe Ultimate Instrument in Succession Planning Author(s): Robert A. Frisch Format: Paperback Publisher: John Wiley & Sons Inc, United States Imprint: John Wiley & Sons Inc ISBN-13: 9780471220855, 978-0471220855 Synopsis 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.
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Book Title: ESOP Workbook
Item Height: 252 mm
Item Width: 187 mm
Author: Robert A. Frisch
Publication Name: Esop Workbook: the Ultimate Instrument in Succession Planning
Format: Paperback
Language: English
Publisher: John Wiley & Sons INC International Concepts
Subject: Finance, Management
Publication Year: 2002
Type: Textbook
Item Weight: 186 g
Number of Pages: 84 Pages