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Online LibraryThe professionals of SES Advisors frequently contribute articles about ESOPs for various professional journals and trade industry publications.
Article Topics:
Succession Planning and Exit Strategies
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Succession Planning and Exit Strategies
"ESOPs on the Rise," published in Mergers Unleashed on April 28, 2008, highlights the potential for increased ESOPs in today's economic climate. Quotes by Robert Massengill.
"Exit Strategies Using ESOPs," written by Robert Massengill, highlights the use of ESOPs in Business Succession Planning in the construction industry. Published in the April 2007 issue of Construction Business Owner Magazine.
"Owner Planning an Exit? Have you Considered an ESOP?" Written by James F. Higgins, Jr. and published in the March 2007 issue of Financial Executive Magazine (FEI).
"Selling In: Liquidity & Succession Using an ESOP," written by James Steiker for the Spring 2006 issue of the MHEDA Journal.
"Planning Your Exit," by Robert Massengill, was published in the February 2006 issue of Residential Design & Build Magazine.
"How an ESOP Can Help You Achieve Your Succession Goals" by James Steiker, was published in the Autumn 2005 issue of Family Business Magazine.
"The ABCs of ESOPs" in Engineering, Inc. magazine, a publication of the American Council of Engineering Companies (ACEC). Quotes by James Steiker.
"A Closer Look at ESOPs" by Robert Massengill. Published in the November 2004 Issue of the Business Development Journal - a publication of the Contractors Business Development Association.
"Business Succession Planning & the ESOP Alternative," by James Steiker. Published in the October/November 2004 issue of the Business Development Journal - a publication of the Contractors Business Development Association.
"ESOPs for Liquidity and Succession in Engineering Firms," by James Steiker. Published in the July 2004 issue of the American Society of Civil Engineers' Leadership and Management in Engineering journal. "ESOPs in S-Corporations," written by James Steiker and Michael Golden. Published in the Spring 2004 issue of the Philadelphia Estate Planning Council newsletter.
"Retiring Minds," Inc. Magazine - May 2003, Quoted: Steven R. Fischer.
ESOP Structures
"Using Convertible Preferred Stock in ESOP Transactions," by Robert Massengill, was published in the Winter 2006 issue of the National Center for Employee Ownership's Journal of Employee Ownership Law and Finance.
"Nonleveraged ESOPs," by Robert Massengill. Published in the Winter 2004 edition of the NCEO's Journal for Employee Ownership Law and Finance.
"Seller-Financed ESOPs and Leveraged QRP Transactions," written by James Steiker and Bruce Bickley of UBS Financial Services, published in the Fall 1998 edition of the Journal of Employee Ownership Law and Finance.
"ESOP Participants and Shareholder Rights," written by James Steiker and published in ESOPs and Corporate Governance, a collection of articles published by the NCEO in 2004.
"ESOP Fiduciary Committees," written by Dina Schlossberg and James Steiker, published in the Journal of Employee Ownership Law and Finance in 2004.
Praise for SES Advisors
"Inside Eileen Fischer's Employee Stock Plan," published in the Wall Street Journal on Monday, January 22, 2007. SES Advisors structured the ESOP and acted as advisor to Eileen Fischer.
"Mutual Benefits" highlights SES Advisors' ESOP consulting services and was published in the July 2006 issue of Entrepreneur Magazine.
"Companies See Benefits of Employee Ownership," published in the Providence Business News in June 2003. Quoted: Robert W. Edwards.
"Preserving Ben & Jerry's Lefty Legacy," published in the June 2000 issue of The American Lawyer. Quoted: James Steiker.
"Hot Fudge Partners: Insiders Tell How Social Investors Tried To (But Couldn't) Buy Ben & Jerry's," written by James Steiker and Michael Golden. Published in the May/June 2000 issue of CompanyWatch.
"Shared Equity Growth Fueled by Equity Sharing," published in the October 22-28, 1999 issue of Philadelphia Business Journal.
ESOP Plan Administration
Teamwork: Plan Sponsor and ESOP Recordkeeper Written by Mychelle Holloway and published in the December 2007 issue of The ESOP Association's ESOP Report.
Administrative Issues Relating to Mergers and Acquisitions in an ESOP Company - Chapter co-authored by Tina Fisher and published in the National Center for Employee Ownership's 2007 book on Administrative Issues for ESOP Companies.
Tracking ESOP Shares - Chapter co-authored by Tina Fisher and published in the National Center for Employee Ownership's 2007 book on Administrative Issues for ESOP Companies.
ESOP Diversification Rights - Chapter co-authored by Tina Fisher and published in the National Center for Employee Ownership's 2007 book on Administrative Issues for ESOP Companies.
"Why is My TPA Asking for That?" by Mychelle Hollway. Guest Column - National Center for Employee Ownership, February 2005 (www.nceo.org).
"Why is My TPA Asking for That?" by Mychelle Hollway. Published in the Winter 2005 newsletter of The ESOP Association's Mid-Atlantic Chapter.
Client AlertsThe "Client Alert" is a quarterly publication distributed to the clients of SES Advisors and our affiliated law firm, Steiker, Fischer, Edwards & Greenapple, P.C.. Each publication features articles written by SES and SFE&G professionals on topics ranging from corporate governance to diversification to tax code updates.
June 2008 Jane Rogers contributes to this month's Client Alert with an article on how to locate missing particpants and Steve Greenapple explains the various fiduciary issues raised when selling an ESOP Company.
February 2008 Mark Kossow writes about how to achieve income tax and estate planning objectives with a family limited partnership. Mychelle Holloway provides an overview of the basics of diversifaction in ESOPs.
November 2007 Features an article by Stephen P. Magowan on the proposed change in taxation of options of S Corps with ESOPs and the possible far reaching ramifications of the legislation. In the second article, Robert W. Edwards reviews 409a and the extension of transition relief for deferred compensation plans.
June/July 2007 This issue features an article by Robert W. Edwards and Steven Greenapple on Corporate Governance, and an article by Diane Fanelli on the Pension Protection ACT of 2006.
March 2007 Articles include: "S Corporation ESOPs: Right for Your Company?" written by Mary Beth H. Gray and "Maximizing Your ESOP's Potential" written by Tina Fisher. |
