Using a leveraged ESOP to buy out a departing or retiring business owner is a strategy with considerable benefits for all involved. For the owner, it is a means to ‘cash out’ with potentially significant tax benefits. For employees, it creates a real ownership stake in the company. Transitioning Ownership in the Private Company illustrates the issues and decisions that are part of the complex leveraged ESOP process. It is written for entrepreneurs and business owners who may be contemplating an ‘exit strategy’ for their business.

Transitioning Ownership in the Private Company : The ESOP Solution

Business & Money

Bernstein, Ron

Binns, David

Hyman, Marshal

Staubus, Martin

Business Development & Entrepreneurship

Foundation for Enterprise Development

Like benefits and bonuses, stock options are fast becoming a ‘must have’ for many businesses. Designing an Employee Stock Option Plan explains the concepts and requirements that must be part of any successful plan. Based on years of experience consulting with hundreds of companies, it was developed to help companies with the step-by-step process of creating and implementing an employee ownership strategy that works. This book should be used by any company that wants to energize its work force by giving them an ownership stake.

Designing an Employee Stock Option Plan : A Practical Approach for the Entrepreneurial Company

Economics

Beyster Inst at the Rady School

The Entrepreneur's Guide to Equity Compensation is a comprehensive overview of employee ownership practices and practicalities. From examining motivations for sharing ownership to determining plan types and features, the Entrepreneur's Guide is an excellent tool for entrepreneurs, executives, advisors, investors, and anyone else wishing to learn about using equity compensation effectively.

The Entrepreneur's Guide to Equity Compensation

Investing

Foundation for Enterprise

Transitioning Ownership in the Private Company: The ESOP Solution, Second Edition

Management & Leadership

The Beyster Institute at the Rady School

This book reveals dozens of companies in which employee ownership is simply the way they do business. Shows how and where these companies do things differently from traditional companies. Shows that this approach enables companies to grow faster and more profitably than others.

Equity: Why Employee Ownership Is Good For Business

Case, John

Rosen, Corey

Harvard Business Review Press

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 17th Ed

Baksa, Barbara

Coleman, Daniel

Rodrick, Scott

Adams, Joseph

Janich, Daniel

Jones, Blair

Walter, Dan

Business

National Center for Employee Ownership

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 18th Ed

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, other consulting firms, NASPP, the Beyster Institute, and the NCEO. In the 19th edition, which went to press at the end of 2021, chapters 3 and 6 were revised and updated, and minor changes were made to chapter 8.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 19th Ed

Equity Alternatives: Phantom Stock, SARs, Restricted Stock, Performance Awards, and More, 20th Ed

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Books by Staubus, Martin