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HOUSTON
San Felipe Plaza
5847 San Felipe Street
Suite 3100
Houston, Texas 77057
Phone: (713) 771-5011
Toll Free: (800) 747-5011
Fax: (713) 759-0968
DALLAS
5001 LBJ Freeway
Suite 300
Dallas, Texas 75244
Phone: (214) 741-5360
Fax: (214) 748-6703
WASHINGTON, D.C.
1001 Pennsylvania Avenue NW
Suite 600 South
Washington, D.C. 20004
Phone: (202) 280-6081
Fax: (202) 742-6501
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Employee Stock Ownership Plans
An ESOP is a Qualified
Plan under the Employees Retirement Income Security Act of 1974
(ERISA) which can be used to achieve a broad variety of
different results. In addition to being a useful vehicle in aligning
the interests of employees with those
of the business' owners, it can be used to attain owners'
goals in business succession planning, diversification of owners'
assets, estate planning, property settlements in divorce or as
an exit strategy. In many situations,
substantial tax benefits can result from the use of an ESOP,
including the deferral of recognizing gain recognition on the
sale of stock.
Valuations of companies
for ESOP purposes require special considerations
not present in the valuation of non-ESOP companies. In
addition to possessing the skills and knowledge to perform the
valuation, the appraiser must also
be knowledgeable of ERISA and its related regulations.
HSSK has in-house appraisers who are experts in the valuation
of ESOP companies.
Overview of HSSK Group valuation services.
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