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Home > Resources > ESOP > How Do I Determine If an ESOP Is Feasible for My Client?

How Do I Determine If an ESOP Is Feasible for My Client?

May 5, 2020 by Employee Benefits Law Group

Watch this video to learn more about determining if an ESOP is feasible financially for a company.

 

Transcript

It’s important to determine whether an ESOP is feasible for the corporation and whether it’s suitable for the other parties involved. On the corporation side of the analysis, cash flow, tax deductions, and sensitivity analysis need to be performed to identify a size of transaction or formative transaction that the corporation can prudently support while at the same time pursuing its business plan. On the selling shareholders’ side, the transaction has to be evaluated to determine whether or not a particular formative transaction will achieve the estate planning or personal financial planning goals of that selling shareholder. Ultimately, those objectives which might appear to be competing at times have to be reconciled to assure that it works for all parties involved.

Filed Under: ESOP

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EDITOR’S NOTE: We did the best we could to make sure the information and advice in this article were current as of the date of posting to the web site. Because the laws and the government’s rules are changing all the time, you should check with us if you are unsure whether this material is still current. Of course, none of our articles are meant to serve as specific legal advice to you. If you would like that, please call us at (916) 357-5660.

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