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Author: Thomas G. King
Publisher:
ISBN: 9781438901756
Category : Business & Economics
Languages : en
Pages : 264
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Book Description
ESOP FOREVER is a book about success. It is a book that is not only designed to help an ESOP-owned company achieve sustainability, (the continuation as an ESOP-owned company), but also to help it achieve success and greatness! This book discusses a wide range of sustainability challenges and solutions, as well as best practices for ESOP-owned companies. The term ESOP stands for employee stock ownership plan. A key emphasis within the book is the need for an ESOP-owned company to develop a Long Range Strategic Financial Plan. The book outlines a step-by-step approach for the development of such a plan. A very key process in the development of such a financial plan is a modeling methodology entitled Interactive Modeling. The purpose of Interactive Modeling is to tie together, in a very systematic manner, a companys repurchase obligation study and its financial projections. The book builds upon the concepts presented chapter by chapter. One chapter explains why the repurchase obligation should generally not be a problem for those companies that create and execute a sound Long Range Strategic Financial Plan. The book also addresses certain ESOP myths and a wide range of best practices for an ESOP-owned company. Comments from Book Contributors and Associates This book does an excellent job of walking through the planning process, especially with its emphasis on the need to understand the mutually dependent relationship between the repurchase obligation and a companys other financial parameters. Luis L. Granados, III, Attorney McDermott Will & Emery Washington, DC We have basically executed the Interactive Modeling process that Tom King has described in this book, and we believe in theprocess. We believe in the need to develop a Long Range Strategic Financial Plan. Mark Danisewicz Chief Financial Officer American Systems Corporation Chantilly, VA
Author: Thomas G. King
Publisher:
ISBN: 9781438901756
Category : Business & Economics
Languages : en
Pages : 264
Get Book Here
Book Description
ESOP FOREVER is a book about success. It is a book that is not only designed to help an ESOP-owned company achieve sustainability, (the continuation as an ESOP-owned company), but also to help it achieve success and greatness! This book discusses a wide range of sustainability challenges and solutions, as well as best practices for ESOP-owned companies. The term ESOP stands for employee stock ownership plan. A key emphasis within the book is the need for an ESOP-owned company to develop a Long Range Strategic Financial Plan. The book outlines a step-by-step approach for the development of such a plan. A very key process in the development of such a financial plan is a modeling methodology entitled Interactive Modeling. The purpose of Interactive Modeling is to tie together, in a very systematic manner, a companys repurchase obligation study and its financial projections. The book builds upon the concepts presented chapter by chapter. One chapter explains why the repurchase obligation should generally not be a problem for those companies that create and execute a sound Long Range Strategic Financial Plan. The book also addresses certain ESOP myths and a wide range of best practices for an ESOP-owned company. Comments from Book Contributors and Associates This book does an excellent job of walking through the planning process, especially with its emphasis on the need to understand the mutually dependent relationship between the repurchase obligation and a companys other financial parameters. Luis L. Granados, III, Attorney McDermott Will & Emery Washington, DC We have basically executed the Interactive Modeling process that Tom King has described in this book, and we believe in theprocess. We believe in the need to develop a Long Range Strategic Financial Plan. Mark Danisewicz Chief Financial Officer American Systems Corporation Chantilly, VA
Author: Robert A. Frisch
Publisher: John Wiley & Sons
ISBN: 0471223352
Category : Business & Economics
Languages : en
Pages : 385
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Book Description
What if there were a way an owner of a private company could: * Sell stock of the company, pay no tax on the proceeds, and still keep control? * Increase the company's working capital and cash flow with no cash expenditure? * Provide employees with equity at no cash outlay on anyone's part? * Make life insurance premiums tax deductible? * Increase productivity, profitability, and company value with no cash outlay? * Allow the corporation to operate in a totally tax-free environment? An ESOP-- Employee Stock Ownership Plan-- does all that and it does it with the sanction and encouragement of the United States Congress. ESOP: The Ultimate Instrument in Succession Planning, Second Edition is a comprehensive yet easy-to-understand guide emphasizing the corporate financial benefits that an employee stock ownership plan can offer as a business financing instrument. Written by noted expert Robert Frisch and updated to include the latest developments, this book explains in clear language ESOPs work and how owners of private corporations can use them as versatile financial tools to achieve their succession planning objectives.
Author:
Publisher:
ISBN:
Category : Employee ownership
Languages : en
Pages : 168
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Book Description
Author: John Logue
Publisher: Cornell University Press
ISBN: 1501728245
Category : Political Science
Languages : en
Pages : 264
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Book Description
Using data from an extensive study of employee-owned companies in Ohio, where employee ownership is a well-developed trend, this book offers a strong empirical portrait of firms with Employee Stock Ownership Plans (ESOPs). It describes how these plans work and places their emergence and change in a historical context. John Logue and Jacquelyn Yates examine firms that have succeeded in employee ownership and those with failed plans. Some companies, they find, are committed to the concept of employee ownership, and others merely use ESOPs as a financing tool.Detailed information resulting from multiple surveys allows the authors to draw well-grounded conclusions regarding the question of why some employee-owned firms outperform others. The bottom line, they find, is that employee-owned firms that "do it all," implementing features such as employee participation and communication about finances, training, and cultural change, systematically outperform their conventional competitors. They also have an advantage over firms that understand employee ownership incompletely, if it all, and yet claim to adopt its methods.
Author: Edward N. Haas
Publisher: AuthorHouse
ISBN: 1449048552
Category :
Languages : en
Pages : 274
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Book Description
Author: Scott Rodrick
Publisher: The National Center for Employee Ownership
ISBN: 195499026X
Category : Business & Economics
Languages : en
Pages : 71
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Book Description
An employee stock ownership plan (ESOP) is a tax-favored employee benefit plan through which employees can become owners in their companies at no cost to themselves, at the same time that the company and its owners receive major tax benefits. An ESOP can be used for many purposes, including to use tax-deductible corporate earnings to buy out the owner(s) of a closely held business; to allow shareholders to sell gradually and ease out of the business; to finance corporate acquisitions through the loan that buys stock for a leveraged ESOP; to enhance corporate performance through creating a corporate culture of ownership; and to reward employees with a benefit tied to corporate performance while providing the company with tax benefits. This book explains the rules, uses, benefits, and other aspects of ESOPs. It is helpful as an introduction to the subject and as a concise reference. The 20th edition was heavily revised and expanded as of 2023, with added material on issues such as fiduciaries and ESOP committees plus changes made by the SECURE 2.0 Act.
Author: United States. Congress. Joint Economic Committee
Publisher:
ISBN:
Category : Employee ownership
Languages : en
Pages : 1120
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Book Description
Author: Brandt Brereton
Publisher: Bookbaby
ISBN: 9781543900460
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
This book is largely written in a Frequently Asked Question and Answer format augmented by the historical context for Employee Stock Ownership Plan law, basic corporate finance mathematics used in ESOPs and also has a section of "plays" i.e. common business scenarios with text and illustrations showing how the ESOP structure can elegantly address the desired outcome of these various problems requiring a solution other than selling the company to outside buyers.
Author: Scott D. Miller
Publisher: John Wiley & Sons
ISBN: 1937350541
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
Changing demographics, impending changes in taxation, and challenging economic conditions have made ESOPs a creative strategy to ensure organization survival and success. This publication defines issues that must be fully considered before installing an ESOP, and highlights the common attributes of successful installations. Use this book to chart a course through succession issues and transition ownership issues with a minimum impact to financial results. The book offers you practical strategies to deal with current economic realities and taxation challenges, including the following: Increasing tax rates in the near future will make ESOPs a tax efficient option for business owners. In recessionary times ESOPs control the succession process versus letting probate and inheritance taxes jeopardize the survival of their organization. Financing for almost any business transaction is difficult; ESOPs are very seller finance friendly. ESOPs represent an effective exit vehicle for Baby Boomer owners.
Author: Robert T. Slee
Publisher: John Wiley & Sons
ISBN: 1118075455
Category : Business & Economics
Languages : en
Pages : 640
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Book Description
Praise for Private Capital Markets Valuation, Capitalization, and Transfer of Private Business Interests SECOND EDITION "In the years since publication of the first edition of Private Capital Markets, the concepts and ideas that it presents have been widely accepted by progressive members of the business valuation community. Now with the Second Edition, author Rob Slee has included empirical data on capital markets for midsized businesses. This book remains a must for everyone involved in appraising, buying, selling, or financing privately owned businesses." Raymond C. Miles, founder, The Institute of Business Appraisers "The Graziadio School of Business has used the Private Capital Markets book for several years with great success. This course, along with the Pepperdine Private Capital Markets Survey project, has helped our students better prepare for careers in middle market companies." Linda Livingstone, Dean of the Graziadio School of Business and Management, Pepperdine University "Our international association of independent M&A professionals recommends this text as the most comprehensive foundation for understanding the private capital marketplace. This book is essential reading for middle market M&A advisors, investors, and other decision-makers in the private capital markets." Mike Nall, founder, Alliance of M&A Advisors A practical road map for making sound investment and financing decisions based on real experiences and market needs Now fully revised and in a second edition, Private Capital Markets provides lawyers, accountants, bankers, estate planners, intermediaries, and other professionals with a workable framework for making sound investment and financing decisions based on their own needs and experiences. This landmark resource covers: Private business valuation Middle market capital sources The business ownership transfer spectrum And much more Private Capital Markets, Second Edition surveys the private capital markets and presents the proven guidance you need to navigate through these uncharted waters.
