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 KiB1140
Mark Kossow
Can A Cooperative be Both A Worker Cooperative and a Consumer Cooperative?41.8 KiB691
Eric Britton and Mark Stewart
COLI For ESOP Companies74.6 KiB3486
Robert Bye
Do the Math: ESOPs Can Dramatically Increase Sellers' Proceeds99.1 KiB1294
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 KiB1280
Mary Beth Gray
Selling Liquidity and Succession Using An ESOP4.7 MiB1301
James Steiker
Selling to Your Employees Through an ESOP95.2 KiB733
Steve Clifford and Alex Teodosio
Selling your Business to Your Employees through a Worker Cooperative - and to Shelter Your Capital Gain64.7 KiB1035
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 KiB718
Eric D. Britton & Mark C. Stewart
Short Version
Selling Your Business to Your Employees. ESOP & Worker Owner Coop2.9 MiB2956
John Logue, Bill McIntyre and the staff of the OEOC
Short - Term Success 4.6 MiB616
Mark Curtis and Richard Henry
Slides from the Cleveland Planning for Business Success Conference.
Succession Plannig Using the Worker Co-op Option231.8 KiB889
Peter Hough
The "Seven Deadly Sins" of ESOP Valuations108.7 KiB5047
Brian Bornino and Joseph Borowski
The 1042 Rollover105.2 KiB1296
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 KiB765
Mark Stewart
Transistions The ESOP Solution For Succession Challenges1.4 MiB1333
Stephen Magowan
Webinar Slides: ABC's Family Succession Planning2.6 MiB2635
Charles Adler
Webinar Slides: Family Dynamics in Business. Communicating Your Exit Plan1.9 MiB2012
Randall Fairfax
Webinar Slides: Guide to Building an Effective Advisory Boards462.9 KiB1923
Dave Gaino
Webinar Slides: Selling Your Business to an Outside Buyer462.9 KiB1412
Andy Sathe
Webinar Slides: The Uses of Life Insurance in Your Succession Plan77.4 KiB1634
James Aussem
Webinar Slides: Transferring a Business Through Gifting and Trusts226.9 KiB1689
Thomas Gilbride
Who's Worthy Of The Throne?17.2 KiB1146
Thomas Roback, Jr.