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NCEO 2022 Employee Ownership Conference

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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.

Disclaimer:

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.

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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.