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Private Capital Corporation
#7 Mount Lassen Drive
Suite C 116
San Rafael, California 94903
Ph: (415) 524-8266 ext. 17
Fax: (415) 448-5298
The ESOP
The Right Situation for the Right Reason
No one will argue that Employee Stock Ownership Plans (ESOPs) have offered tax advantages to both selling shareholders and sponsoring businesses, while allowing employees to build significant wealth. However true, you would be wise to understand the potential disadvantages of the ESOP. Our goal is to create ESOPs that are used in the right situations for the right reasons and caution against their use in the wrong circumstances and/or for the wrong reasons.
After decades of designing and implementing more than 1,000 plans, PCC has devised sophisticated analytical tools that quantify how an ESOP might affect a company and shareholders. Our Focus Studies give you an opportunity to compare different transactions and choose the best one to meet your corporate objectives. You will need a user name and password to access this proprietary information. Please contact us and we will respond within 24 hours.
Knowledge Summit at American College features Ralph Christie, chairman and CEO of Merrick & Co. He reviews how his company, faced with a dark future, used strategic succession planning to achieve great success.
Dominican University of California Graduate School of Business and Leadership workshop discusses ESOPs and their use in strategic planning.
