ESOP, business valuations, family limited partnerships, litigation support services downloads.

ESOP implementation, business valuations, family limited partnerships, litigation support services downloads.


You can download the documents listed below by clicking on the text links. To view PDF files and print hard copies on your laser printer, you'll need Adobe Acrobat Reader, which is available free by following the link at the bottom of the page. If you can think of any other documents or references you'd like to have available to you at all times, please let us know and most likely we will have it up on the website for your convenience.

Active ATICG clients and affiliates are issued passwords to enable them to access certain proprietary documents, such as indicated under the links of ESOP implementation and ESOP full service engagements as indicated. To get a password or to inquire about ATI's services, contact us at ron@aticolorado.com

ESOP

ESOP Informational Video
ESOP Brochure
Repurchase Liability Funding Article
ESOP Power-Leading Questions
ESOP Pre-Qualification Questionnaire
ESOP Engagement Master Checklist (password required)
Guidelines for Implementing an ESOP Committee in a Corporate Environment (password required)
ESOP Implementation Schedule - Critical Path (password required)
Repurchase Liability Study Questionnaire & Document
16 Steps to a Successful ESOP
The Truth About ESOP Professionals & Fees
Data Request for Loan Applications
ESOP Candidate Profile Checklist
Did You Know? Agents (password required) · Clients · CPAs & Attorneys
Earn Significant Commissions (password required)

Engagement Agreements

Engagement Agreements: Agent & Client; Agent & ATICG (password required)
Engagement Agreement: ATICG & Client Company - Review Copy Only (password required)
Referral Fee & Confidentiality Agreement: ATICG & Professional Advisor (password required)
Confidentiality Agreement: ATICG & Professional Advisor (password required)

Business Valuations

Fair Market Value - The basis of business appraisals & valuations
Valuations and IRC 2031
Recasting Financial Statements for Valuation Purposes
Still Confused About Discounts?  ( Part One · Part Two · Part Three )
Valuing a Closely Held Business Using Public Company Comparables
Corporate Data Request List
Representation Letter for Corporation (Word document to be altered with your information)
Representation Letter for LLC (Word document to be altered with your information)
Representation Letter for Promissory Note (Word document to be altered with your information)
Data Request List

Family Limited Partnerships

Power Planning ESOPs and FLPs
Corporate General Partner Structuring (Reducing the Need for a Valuation)
Size of Block Valued
Stacking Discounts
Double Discounts - Fact or Fiction
Deeper Discounts - Reduced Taxes
Family Attribution and the IRS
FLP Data Request Checklist
Timing the Funding of a Family Limited Partnership
Family Limited Partnership Structure Diagram
ATICG's Professional Services for the Support of FLPs
Representation Letter

Executive Compensation Planning

Synopsis of IRC Section 162
Checklist for Requested Data for Wage and Compensation Studies
Job Description Questionnaire and Checklist

Repurchase Liability Studies

Repurchase Liability Studies Document Request Checklist
Representation Letter (To be altered with your information)

Fairness Opinions/Solvency Review

Solvency Review Info and Document Checklist

Affiliate Links

Wealth Management Partners / MassMutual

References

Selected References

ATICG Professional Staff

Ron J. Lint, ASA, CEO Professional Biography

To view the PDF documents you'll need Adobe Acrobat Reader, which you can download free at the link below
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