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Guest pension doc
Posted

Have a prospect that wants to setup an ESOP.

Who does ESOP documents besides Corbel?

What kinds of fees?

Thanks,

Steve

Guest boetgerinc
Posted

Can an attorney in your area provide ESOP documents? In our area - a local attorney seems to have the ESOP document market - and submits the documents to the IRS. He is rather expensive, but knows his stuff.

  • 2 weeks later...
Guest ESOPwizard
Posted

Lots of law firms and some accounting firms

do ESOP documents. An ESOP document governs

ownership of part of the business. As a

consequence, if your client can't afford to

hire someone who really understands ESOPs, he

probably can't afford to have an ESOP. Even

if the document price seems expensive, it will

probably be inexpensive compared to the ongoing

maintence costs, including the valuation.

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