ESOP Workbook: The Ultimate Instrument in Succession Planning,New

ESOP Workbook: The Ultimate Instrument in Succession Planning,New

SKU: DADAX047122085X In Stock
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Delivery time: 3-5 business days (USA)
Delivery time: 8-12 business days (International)
15 days return policy
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Forms, checklists, and stepbystep instructions for choosing and implementing an ESOPFinancial officers need to know how to compare an Employee Stock Ownership Plan (ESOP) with other comparable plans and how to effectively present an ESOP proposal to corporate executives. ESOP Workbook: The Ultimate Instrument in Succession Planning is designed to help the corporate owner, financial officer, CPA, and attorney determine if an ESOP is appropriate for meeting a company's objectives and, if so, how to successfully implement a suitable ESOP.The Workbook's stepbystep use of forms and checklists shows the financial officer how to judge the feasibility of installing an ESOP versus other qualified or nonqualified plans or approaches. Divided into three sections Decision Stage, Valuation and Financing Stage, and Transaction Stage the Workbook answers such questions as:* How to decide upon your objectives* How to value your company* How to determine the feasibility of an ESOP* How to obtain financing* What to do about your present plan* How to invest the proceeds* How to do the accounting* How to communicate the ESOP to employeesOnce a suitable plan is chosen, the Workbook then guides readers through the entire implementation process.The Workbook also contains useful information for financial advisors and life insurance agents who need to know about ESOPs for their business. Valuable as a supplement to ESOP: The Ultimate Instrument in Succession Planning or as an independent resource, the ESOP Workbook is a onestop practical guide for CPAs, attorneys, CFOs, and owners of private and public companies.

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To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.

Shipping & Returns

Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.

Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.

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If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.

This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).

Warranty

We provide a 2-year limited warranty, from the date of purchase for all our products.

If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.

This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).

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Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.

We accept payments with :
Visa, MasterCard, American Express, Paypal, Shopify Payments, Shop Pay and more.

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