Preliminary Assessment Questionnaire

Does your company qualify for an ESOP (Employee Stock Ownership Plan)? Can your shareholder, corporate, and management objectives be addressed by an ESOP?

By answering the questions listed below we will provide you with a preliminary analysis at no cost.

If you do not wish to submit online, you can download a form below and return it to us. Fax: (858) 565-0764 or email it to us.

If you prefer to have an ESOP Services, Inc. representative call you, send us an email.

Options:

  1. Preliminary Assessment Questionnaire (Microsoft Word version)
  2. Preliminary Assessment Questionnaire (PDF version)
  3. Excel document for Preliminary Tax-savings and Cash-flow Analysis (#8 in PAQ)
  4. Request files be sent to your email
  5. Complete and submit online below.