Succession Planning Library

NameSizeHits
NameSizeHits
A GR(E)AT Time For a GRAT95.8 KiB982
Joseph Borowski and Brian Bornino
Achieve Income Tax and Estate Planning Objectives: Have a Family Limited Partnership Sell Stock to an ESOP205.8 KiB1133
Mark Kossow
Can A Cooperative be Both A Worker Cooperative and a Consumer Cooperative?41.8 KiB683
Eric Britton and Mark Stewart
COLI For ESOP Companies74.6 KiB3423
Robert Bye
Do the Math: ESOPs Can Dramatically Increase Sellers' Proceeds99.1 KiB1277
Brian Bornino and Joseph Borowski
Employee Benefit Provisions of the New Tax Offer Opportunities to Employees64.3 KiB658
John Vine, Ann Moore, Richard Shea & Julia Edmond
S-Corporation ESOPs: Right for Your Company?39.0 KiB1262
Mary Beth Gray
Selling Liquidity and Succession Using An ESOP4.7 MiB1291
James Steiker
Selling to Your Employees Through an ESOP95.2 KiB721
Steve Clifford and Alex Teodosio
Selling your Business to Your Employees through a Worker Cooperative - and to Shelter Your Capital Gain64.7 KiB1020
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 KiB710
Eric D. Britton & Mark C. Stewart
Short Version
Selling Your Business to Your Employees. ESOP & Worker Owner Coop2.9 MiB2910
John Logue, Bill McIntyre and the staff of the OEOC
Short - Term Success 4.6 MiB594
Mark Curtis and Richard Henry
Slides from the Cleveland Planning for Business Success Conference.
Succession Plannig Using the Worker Co-op Option231.8 KiB876
Peter Hough
The "Seven Deadly Sins" of ESOP Valuations108.7 KiB4884
Brian Bornino and Joseph Borowski
The 1042 Rollover105.2 KiB1276
Alex Teodosio
The Buyer of Your Buesiness You May Not Have Thought About199.4 KiB400
Chris Cooper
from Owners at Work, Summer 2010
The Employee Cooperative as a Plan for Business Succession129.5 KiB749
Mark Stewart
Transistions The ESOP Solution For Succession Challenges1.4 MiB1309
Stephen Magowan
Webinar Slides: ABC's Family Succession Planning2.6 MiB2613
Charles Adler
Webinar Slides: Family Dynamics in Business. Communicating Your Exit Plan1.9 MiB1993
Randall Fairfax
Webinar Slides: Guide to Building an Effective Advisory Boards462.9 KiB1907
Dave Gaino
Webinar Slides: Selling Your Business to an Outside Buyer462.9 KiB1404
Andy Sathe
Webinar Slides: The Uses of Life Insurance in Your Succession Plan77.4 KiB1618
James Aussem
Webinar Slides: Transferring a Business Through Gifting and Trusts226.9 KiB1675
Thomas Gilbride
Who's Worthy Of The Throne?17.2 KiB1137
Thomas Roback, Jr.