January 29, 2013 • 2:36 pm
ESOP Fiduciary Handbook
The ESOP Fiduciary Handbook — a resource for internal and external ESOP fiduciaries. This publication is authored by The ESOP Association’s Interdisciplinary ESOP Advisory Committee on Fiduciary Issues. Topics include: overview of fiduciary duties, prohibited transactions, governance of an ESOP company, valuing employer securities, how to survive an audit and much more. Available in print w/CD or CD only.
Members $100.00 Non-Members $350.00
Visit our website or call 202/293-2971 to purchase the
ESOP Fiduciary Handbook.
Filed under: Publication, Membership Services, Publications Highlight
December 13, 2012 • 10:27 am
We highlighted the following publication at the recent 2012 Las Vegas Conference and Trade Show in November, but since many have asked about it, we thought we’d mention it here as well.
NEW — A Guide to Financing ESOP Transactions
Authored by top ESOP experts in the country, this book provides an overview of how ESOPs function and how they are financed. Chapters include the legal and structuring requirements of ESOPs and the loan requirements. The first two chapters are geared to both the advanced reader looking to brush up on some basic concepts, or for an individual relatively new to the world of ESOPs who wants a basic overview before diving into the more advanced technical information. The remaining four chapters delve into the detailed information that is the cornerstone of this book, including that what is most important to lenders involved in making ESOP loans, other professionals seeking guidance on how to better serve their clients and corporate executives active in corporate financings.
Chapter 1 – Tax Incentives for ESOP Companies
Chapter 2 – Legal Requirements for ESOPs
Chapter 3 – Underwriting Considerations in Financing ESOP Companies
Chapter 4 – Junior Debt
Chapter 5 – Equity
Chapter 6 – Documenting Loans to ESOP Companies
Available as a book packaged with a CD, or electronic file format. Over 100 pages in length.
Members $50 / Non-Members $150 (plus S&H)
To order A Guide to Financing ESOP Transactions, visit the website, or call 202/293-2971.
Filed under: Member Services, Publication, Financing ESOP Transaction, Membership Services, Publication Highlight