Did you catch our talks at the NCEO 2022 Employee Ownership Conference in Seattle?
As we discussed, here are two tools that can help you get an ESOP transaction completed.
ESOP Transaction Issues Checklist
The Issues Checklist is a tool to track the constituencies’ issues, solutions to resolve those issues and the cost of needed resources.
Download PDF version of Issues Checklist
Download Excel version of Issues Checklist
Critical Path Outline
The Critical Path gives you an outline of the tasks to be accomplished to close an ESOP transaction listed by responsible party and due date.
Download PDF version of Critical Path Outline
Download Excel version of Critical Path Outline
Both tools are only samples and do not represent the full range of possible ESOP transactions. Feel free to modify them for your needs.
These tools are for your information only. This is not a solicitation or an advertisement for legal services. It is not a request for legal or tax advice. It does not create an attorney client or consulting relationship with Employee Benefits Law Group pc.
Let’s Start a Conversation
Contact us if you would like more information on your specific situation.