ESOP Articles & Webinars

ESOP Articles for Companies Considering an ESOP

• ESOPs Pros and Cons
• ESOPs & Employee Productivity
• ESOP: A New Tax-Savings Tool for Owners of S Corporations
• ESOP Benefits and Limitations
• ESOPs vs. Profit Sharing Plans
• ESOPs: Uses, Advantages & Illustrative Case Histories
• ESOP Myths and Misconceptions
• New Uses for an Old Tool
• Exit Strategies -- as published in the January, 2006 issue of Electrical Wholesaling

ESOP Articles for Existing ESOP Companies

• Tacking of Holding Period Memorandum
• ESOP Administration & Security Acquisition Loan Refinance
• QDRO's and ESOP Administration
• Planning for ESOP Repurchase Obligations
• 2007 Cost-of-Living Adjustments

ESOP Web Seminars

• “The ABCs of ESOPs”
• Webinar with Jack Stack
• “ESOPs for Architectural & Engineering Firms”
• “ESOPs for Automobile Dealerships”
• “ESOPs for Banks and Thrifts”
• “ESOPs for Construction Firms, Contractors and Subcontractors”
• “ESOPs for Consulting Firms”
• “ESOPs for Insurance Agencies”
• “ESOPs for Government Contractors”
• “ESOPs for Wholesalers & Distributors”

M & A Articles

• Strategies for Selling to a Third Party
• Management Buyout Strategies

Menke ESOP Plan Distribution Manual

• ESOP Plan Distribution Manual -- Now available on CD-ROM

ESOP Links

• Kelso Institute
• ESOP Association
• NCEO