ESOP Assessment

Is Your Business Ready for an Employee Stock Ownership Plan?

In order to help determine if an ESOP is right for your company, please complete the form below or call True North Business Navigation professionals at (505) 821-8218.

Company Name

Your Name

Your Title


Phone Number

Principal Business Activity

Years in Business

Number of Locations

Total Number of Employees

Type of Corporation

Limited Liability CorporationC CorporationSubchapter S

Is stock publicly traded?

Most Recent Value of the Business

Current Year Projected Earnings (pre-tax)

Last Year's Pre-Tax Earnings

Next Year's Projected Pre-Tax Earnings

Primary Objectives for Considering an ESOP
"Tax-free" LiquidityGoing PrivateEstate PlanningEmployee Retention & MotivationIncrease Working CapitalPerpetuationTax-Free S Corporation IncomeCorporate Divestiture or AcquisitionCharitable Giving

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Prefer to speak directly with Dennis Houston? Call (505) 821-8218.

Contact True North Business Navigation Professionals