An ESOP Suitability Analysis is the First Step

The brief 60-minute session helps participants better understand ESOPS, how they are structured, why the government is backing them, and how ESOPs effectively address the business owner’s challenges of growth, exit and taxes.

The purpose of the session is to determine whether an Employee Stock Ownership Plan suits your company. Basic qualifications include: S-Corporations must have more than 10 employees, is profitable or planning to be, must be a closely-held company, and can not be a professional association or professional corporation (ex: law firms, medical practices). Any information furnished during the consulting session will be held in strictest confidence and will not be disclosed to anyone without your express consent.

There is no charge for the ESOP Suitability Analysis

However, to make the best use of your time, you will be asked to complete an ESOP Suitability QuestionnaireSM prior to the session to provide the analyst with basic information about your company. At the end of the session, you will know for certain whether or not you qualify for the ESOP and what the next step should be.

You are under no obligation to pay any fees or charges as a result of participating in the ESOP Suitability Analysis. Fees or other charges are only payable pursuant to and upon execution of a formal agreement.

The ESOP Suitability Analysis is conducted by an ABRC analyst or one of its approved strategic partners, accomplished over the Internet using web conferencing technology. Meeting instructions are sent to participants the day before the scheduled online meeting.

Summary:

• Complimentary analysis
• 60-minute briefing conducted over the Internet or in person
• ESOP Suitability Questionnaire must be completed ahead of time

To schedule your ESOP Suitability Analysis, please call (480) 556-9928, or send in your completed ESOP Suitability Analysis Request Form