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Schedule an ESOP Suitability Analysis (ESA)

The A.B.R.C. ESA is the first step in determining whether or not an ESOP is 'right' for your company. With some preliminary information in hand, we will begin the process of completing an ESA for you.

Please fill out the following form as completely as possible, clicking the SUBMIT button when finished.

We will contact you as soon as possible, usually within two business days.

 

Contact Name:
Company Name:
Email:
Phone:
Your Time Zone :
Best Time To Call:
Website Address:
Type of Corporation:
Annual Revenue:
Annual Pre-Tax Operating Profit:
Total Number of Full-Time Employees:
Most Recent Business Valuation:

(Fields above in red are required)

Corporate and Personal Objectives

Select as many as applicable to your situation:

Infuse working capital into the company by reducing tax liability
Provide capital for family members who have taken over the business
Acquire another company with pretax dollars
Attract executives and retain employees
Increase employee productivity and company profitability
Reduce cost of employee benefits
Sell company to employees and their management team
Transfer company to family members
Sell company to outside third party
Cash out one or more shareholders and avoid capital gains tax
Put in place controlled exit strategy from company
Eliminate corporate taxes and increase cash flow 66%
Recover taxes paid in prior years
Refinance existing debt, making both principal and interest tax deductible
Create competetive advantage