Succession Planning Library

NameSizeHits
NameSizeHits
A GR(E)AT Time For a GRAT95.8 KiB988
Joseph Borowski and Brian Bornino
Achieve Income Tax and Estate Planning Objectives: Have a Family Limited Partnership Sell Stock to an ESOP205.8 KiB1139
Mark Kossow
Can A Cooperative be Both A Worker Cooperative and a Consumer Cooperative?41.8 KiB689
Eric Britton and Mark Stewart
COLI For ESOP Companies74.6 KiB3479
Robert Bye
Do the Math: ESOPs Can Dramatically Increase Sellers' Proceeds99.1 KiB1293
Brian Bornino and Joseph Borowski
Employee Benefit Provisions of the New Tax Offer Opportunities to Employees64.3 KiB662
John Vine, Ann Moore, Richard Shea & Julia Edmond
S-Corporation ESOPs: Right for Your Company?39.0 KiB1279
Mary Beth Gray
Selling Liquidity and Succession Using An ESOP4.7 MiB1301
James Steiker
Selling to Your Employees Through an ESOP95.2 KiB732
Steve Clifford and Alex Teodosio
Selling your Business to Your Employees through a Worker Cooperative - and to Shelter Your Capital Gain64.7 KiB1034
Eric D. Britton & Mark C. Stewart
Full Version
Selling your Business to Your Employees through a Worker Cooperative - and to Shelter Your Capital Gain103.7 KiB717
Eric D. Britton & Mark C. Stewart
Short Version
Selling Your Business to Your Employees. ESOP & Worker Owner Coop2.9 MiB2952
John Logue, Bill McIntyre and the staff of the OEOC
Short - Term Success 4.6 MiB614
Mark Curtis and Richard Henry
Slides from the Cleveland Planning for Business Success Conference.
Succession Plannig Using the Worker Co-op Option231.8 KiB888
Peter Hough
The "Seven Deadly Sins" of ESOP Valuations108.7 KiB5039
Brian Bornino and Joseph Borowski
The 1042 Rollover105.2 KiB1292
Alex Teodosio
The Buyer of Your Buesiness You May Not Have Thought About199.4 KiB408
Chris Cooper
from Owners at Work, Summer 2010
The Employee Cooperative as a Plan for Business Succession129.5 KiB764
Mark Stewart
Transistions The ESOP Solution For Succession Challenges1.4 MiB1330
Stephen Magowan
Webinar Slides: ABC's Family Succession Planning2.6 MiB2634
Charles Adler
Webinar Slides: Family Dynamics in Business. Communicating Your Exit Plan1.9 MiB2010
Randall Fairfax
Webinar Slides: Guide to Building an Effective Advisory Boards462.9 KiB1922
Dave Gaino
Webinar Slides: Selling Your Business to an Outside Buyer462.9 KiB1411
Andy Sathe
Webinar Slides: The Uses of Life Insurance in Your Succession Plan77.4 KiB1633
James Aussem
Webinar Slides: Transferring a Business Through Gifting and Trusts226.9 KiB1688
Thomas Gilbride
Who's Worthy Of The Throne?17.2 KiB1145
Thomas Roback, Jr.