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Home
Philosophy
of Practice ATICG's CEO
- Professional
Biography ESOP
- ESOP
Informational Video
- ESOP
Brochure
- Repurchase
Liability Funding Article
- ESOP
Power-Leading Questions
- ESOP
Candidate Profile Checklist
- 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 Professional Fees
- Data
Request for Loan Applications
- Agents
(password required)
- Clients
- CPAs
& Attorneys
Professional services
- Business Valuations
Fair
Market Value - The basis of Valuation
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
Valuations Info and Document Request Checklist
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)
- Litigation Support Services
-
Estate Planning for Conservation of Wealth
- Corporate Financial Consulting
- Family Limited Partnerships (FLPs)
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 Alps
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 Reviews
Solvency
Review Info and Document Checklist
- VAST
- Analytical and Valuation Software
Strategic
Alliances
Affiliates & Financial
Professionals
- Affiliates Section
(password needed) Team Members References Contact
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