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, 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.