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Thank You!!
Thanks to the 400 participants of the 24th Annual Ohio Employee Ownership Conference on April 30th 2010. But...
Don't forget to mark your calendars for the
25th Annual Ohio Employee Ownership Conference
April 29, 2011
Akron/Fairlawn Hilton

 

 

Succession Planning Articles
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# Documents Downloads Size MB Modified
1 A GR(E)AT Time For a GRAT
by Joseph Borowski and Brian Bornino
226 0.098075 06/22/2009
2 Achieve Income Tax and Estate Planning Objectives: Have a Family Limited Partnership Sell Stock to an ESOP
by Mark Kossow
247 0.210709 06/22/2009
3 Can A Cooperative be Both A Worker Cooperative and a Consumer Cooperative?
by Eric Britton and Mark Stewart
129 0.042775 06/22/2009
4 COLI For ESOP Companies
by Robert Bye
433 0.076346 06/22/2009
5 Do the Math: ESOPs Can Dramatically Increase Sellers’ Proceeds
by Brian Bornino and Joseph Borowski
260 0.101434 06/22/2009
6 Employee Benefit Provisions of the New Tax Law Offer Opportunities to Employees
by John Vine, Ann Moore, Richard Shea & Julia Edmond
112 0.065867 06/22/2009
7 Owner's Guide to Succession Planning
by the Ohio Employee Ownership Center
An Owner’s Guide to Business Succession Planning is a basic roadmap to assist owners of small and
medium-sized business as they begin to plan for ownership and management succession. Inside you will find:

- A simple six-step process that will help business owners plan for succession. The process is designed
to insure that it is the owner’s goals that shape succession planning tools like insurance and trusts, not
the other way around.

-An overview of the more common strategies and tools from which you may select to implement
your succession plan

The book also includes resources for your own planning, suggested readings, worksheets to help you through the process.
587 1.602228 03/03/2009
8 S-Corporation ESOPs: Right for Your Company?
by Mary Beth Gray
260 0.039938 06/22/2009
9 Selling In Liquidity and succession using an ESOP
by James Steiker
267 4.906479 06/22/2009
10 Selling to Your Employees Through an ESOP
by Steve Clifford and Alex Teodosio
157 0.097487 06/22/2009
11 Selling Your Business to Your Employees through a Worker Cooperative – and to Shelter Your Capital Gain
full version
by Eric Britton and Mark Stewart
136 0.066235 06/22/2009
12 Selling Your Business to Your Employees through a Worker Cooperative – and to Shelter Your Capital Gain
short version
by Eric Britton and Mark Stewart
170 0.106182 06/22/2009
13 Slides from the Cleveland Planning for Business Success Conference
93 4.859596 03/31/2010
14 Succession Planning Using the Worker Co-op Option
by Peter Hough
111 0.237362 06/22/2009
15 The "Seven Deadly Sins" of ESOP Valuations
by Brian Bornino and Joseph Borowski
263 0.111309 06/22/2009
16 The 1042 Rollover
by Alex Teodosio
157 0.107696 07/02/2009
17 The Employee Cooperative as a Plan for Business Succession
by Mark Stewart
84 0.132647 06/22/2009
18 Transitions The ESOP Solution For Succession Challenges
by Stephen Magowan
258 1.463846 06/22/2009
19 Webinar Slides: ABCs of Family Succession Planning
presented by Charles Adler
500 2.76319 06/22/2009
20 Webinar Slides: Family Dynamics in Business. Communicating Your Exit Plan
presented by Randall Fairfax
345 1.969105 06/22/2009
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