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ESOP Blog

How an ESOP Program Is Put Together - Some Assembly Required

[fa icon="calendar"] Jun 29, 2015 9:00:00 AM / by Wendy Gilligan

Wendy Gilligan

ESOP curious but have no idea where to start? Here's an overview of our "ESOP Process" – how we guide our clients from the very first step. Start off with our Suitability Review. If you like the results, move forward by selecting fiduciaries and authorizing them to obtain a preliminary range of values for your stock. While the fiduciaries' appraiser is working on the share value, we'll help you and your company's other advisors determine whether the ESOP is feasible from a company tax and finance perspective. Still a green light? Then we'll work with you to design and install the ESOP and close the transaction. It's not a cookie-cutter process – there is some assembly required – but we can get you there.

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Wendy Gilligan

Written by Wendy Gilligan