Select Download Documents

Business Valuations

•  Document Request Checklist
•  Representation Letter
•  Due Diligence Questionnaire

Employee Stock Ownership Plans (ESOP)

•  Document Request Checklist for ESOP Feasibility Study
  •  Doc Request Level One - FA
  •  Doc Request Level Two - FA
•   Due Diligence Questionnaire
•  Marketing
  •  What is Corporate Transitioning?
  •  16 Steps to a Successful ESOP Transaction
  •  ESOP Candidate Profile Checklist
  •  Did You Know?
  •  The Truth about ESOP Fees

Executive Compensation

•  Document Request Checklist
•  Representation Letter
•   Job Description Questionnaire
•  IRC 162(a)(1) Position Paper

Family Limited Partnerships (FLP)

•  Document Request Checklist
•  FLP Valuation Highlights and Qualifications

Repurchase Liability Studies (RLS)

•  Document Request Checklist
•  Representation Letter

 

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