How to sell a closely held business to its employees and reinvest the proceeds on a tax-deferred basis.

Selling To An ESOP - A comprehesive guide for owners, managers, and advisors of closely held companies

Scott Rodrick

Business & Money

The National Center for Employee Ownership

Do you understand what stock is and how stock options work? Or how stock value is created? Do you understand the tax, exercise, and financial planning issues for stock options? If you're like most people, at least some of these issues are perplexing for you. Until now, though, there has not been a book that puts this all together for the everyday employee. The Employee's Guide to Stock Options puts it all in one place in an easy-to-understand format.

The Employee's Guide to Stock Options

Rosen, Corey

Investing

Stock Options: Beyond the Basics (Third Edition)

Advanced Topics in Equity Compensation Accounting

Takis Makridis

Incentive plans are common in companies, but satisfaction with them is not. Surveys of human resource executives consistently show that incentive plans often do not live up to results.  It seems obvious enough. If employees have a stake in how well their company does, they will be more engaged and work more effectively, but there are endless articles and books about how to get your incentive plan to work well and thousands of consultants specializing in incentive plan design, often with their own unique plans. If getting the plan right were easy, there would be much less of a market for both the books and the consulting. Of course, it is not simple. Some researchers, in fact, have concluded that incentive plans do little incentivizing and may create more problems than they solve.  Still, too many companies report too much success with incentive compensation to just give up on the concept. In the decades of work the National Center for Employee Ownership (NCEO) has done on employee ownership plans, one of the most powerful incentive tools, we have also learned a great deal about non-employee ownership models that work consistently well. In this book, we have drawn that experience together. The first chapter offers an overview of why incentive plans do not always succeed. It is followed by chapters describing general principles in designing incentive plans and making them work; how to structure an effective profit sharing plan; how short-term incentives can work alongside longer-term employee ownership plans; how bonus plans and open-book management work in the Great Game of Business; and finally what the various equity incentive plans are, from ESOPs to stock options to phantom stock.

The Handbook of Incentive Compensation

Corey Rosen

Loren Rodgers

Rich Armstrong

Brad Hams

Cathy Ivancic

This is the definitive guide for anyone involved with designing, implementing, or administering an employee stock option plan. Written by attorney Alisa Baker, a leading equity compensation expert, it presents a straightforward, comprehensive overview of both the big-picture issues and the technical details related to designing and implementing stock option plans. The book also looks at "hot" issues and provides illustrative exhibits, a glossary, a bibliography, and primary source materials, plus a seminal article by Corey Rosen on plan design. The tenth edition covers the latest developments in equity compensation.

The Stock Options Book, 11th ed.

Alisa J. Baker

Beyond Stock Options: Phantom Stock, Restricted Stock, Restricted Stock Units, Stock Appreciation Rights, and Other Equity Alternatives

Adams, S. Joseph, Baska, Barbara

This is the definitive guide for anyone involved with designing, implementing, or administering an employee stock option plan. Written by attorney Alisa Baker, a leading equity compensation expert, it presents a straightforward, comprehensive overview of both the big-picture issues and the technical details related to designing and implementing stock option plans. The book also looks at "hot"; issues and provides illustrative exhibits, a glossary, a bibliography, and primary source materials, plus a seminal article by Corey Rosen on plan design. The 12th edition has been fully updated throughout as of late 2010 and covers the latest developments in equity compensation, including the Dodd-Frank Act and Section 6039 reporting.

The Stock Options Book, 12th ed.

Selected Issues in Equity Compensation

Barbara A Baksa

Mark Hamilton

Colin Diamond

William], [Dunn

Mark A. Borges

Thomas LaWer

Joshua McGinn

Rumei Mistry

Eric Orsic

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. This book/CD combination is an essential toolkit for everyone who needs to research or implement such plans. 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, Deloitte & Touche, NASPP, and the NCEO. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing formats (Microsoft Word and Rich Text Format) so you can easily edit and use them. In the 11th edition, chapters 1 through 4 and 7 have been revised and updated (as of late 2012) where needed. Additionally, every plan document included on the CD was updated except for the stock purchase agreement and the non-electronic administration version of the stock-settled SAR award.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 11th ed.

Joseph S. Adams

Barbara Baksa

Daniel D. Coleman

Daniel Janich

David R. Johanson

Blair Jones

Kay Kemp

Martin Staubus

Robin Struve

Dan Walter

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Books by The National Center for Employee Ownership