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

    Email

    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?
    YesNo

    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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