Innovative ESOP Transaction Structures

Describes a variety of innovative transaction structures for ESOPs, ranging from using profit sharing funds to having the ESOP co-invest with private equity.

The DOL Fiduciary Process Agreements for ESOP Transactions

This updated publication, whose coauthor Ted Becker represented GreatBanc in the negotiations with the DOL that led to the original Fiduciary Process Agreement, is an invaluable resource for those who seek to use the GreatBanc and subsequent DOL fiduciary process agreements as a guide to an ESOP trustee's obligations.

The Stock Options Book

A comprehensive guide to employee stock options, with extensive technical details.