ESOP Essentials

Employee Stock Ownership Plan Requirements

 

ESOP ASSESSMENTS

True North Business Navigation Professionals conduct a thorough assessment to determine if an ESOP will benefit your company.

 

DUE DILIGENCE

  • Valuation Assistance
  • Financial Analysis
  • Repurchase Obligation Projection
  • Design Feature
  • Analysis
  • Feasibility Report

IMPLEMENTATION

  • ESOP Design
  • ESOP Installation
  • Transaction Structure
  • Financing
  • Professional Liaison
  • Employee
  • Communications
  • Plan Qualification
  • Investment Consulting

ESOP Expertise

Dennis Houston, CMADennis Houston, CMA

Dennis Houston brings a wealth of ESOP expertise as a True North Business Navigation Professional.

Dennis served as the CFO of an ESOP company, General Technology Corp., where he was responsible for the initial plan design, implementation, on-going administration, financing, final termination, and distributions of the ESOP over a period of nine years.

Dennis has also worked as a plan trustee with an acute understanding of the fiduciary requirements under ERISA.

As a past-member in both the ESOP Association and the National Center for Employee Ownership, Dennis maintains relationships with a vast network of professional contacts to service all your ESOP needs.

Is an ESOP a good fit for your company?

Contact True North Business Navigation Professionals