Document ESOP FAQ, by CALIBRE Systems, Inc. This simple but effective FAQ is used at ESOP company CALIBRE Systems, Inc.
Document ESOP Fiduciary/Administrative Committee Workbook This presentation provides a detailed review of all the tasks that need to be performed on an ongoing basis. Member-Only Content. Login or Join to View.
Document ESOP trustee checklist for a company setting up an ESOP This checklist details what documents a trustee will request from a company. Member-Only Content. Login or Join to View.
Document Evaluating an Appraisal Report This checklist provides an excellent starting point for evaluating the appraisal. Member-Only Content. Login or Join to View.
Document Finding (And Keeping!) Employee-Owners: Transcript & Resource Guide Download this resource guide created to help you find and retain great people. Member-Only Content. Login or Join to View.
Document Form for Trustees to Evaluate Potential Appraisers This form from Neil Brozen of Ventura ESOP Fiduciary Services can be used to collect data from a valuation firm to assess its qualifications. Member-Only Content. Login or Join to View.
Document Interview Questions for Potential Leadership Candidates This list of questions provides guidance on how to find the right people. Member-Only Content. Login or Join to View.
Document Interview questions for prospective board members Interview questions for prospective board members Member-Only Content. Login or Join to View.
Document Market Research: December 2019 Preliminary results from the NCEO's market research project on the factors that lead business owners to establish an ESOP, or to decide not to. Member-Only Content. Login or Join to View.
Document Questions for potential acquirers This document is a list of key questions to ask potential acquirers before considering an offer formally. Member-Only Content. Login or Join to View.
