Downloads Page

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

Downloads

ESOP
     


 
.ESOP Brochure
PDF Document





 
Repurchase Liability Funding Article
PDF Document




 

ESOP Power-Leading Questions
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ESOP Leading Questions




 
ESOP Pre-Qualification Questionnaire
PDF Document



 

ESOP Engagement Master Checklist
PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.




 
Guidelines for Implementing an ESOP Committee
in a Corporate Environment

PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.



 

ESOP Implementation Schedule
- Critical Path

PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.




 
Repurchase Liability Study Questionnaire & Document
PDF Document


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16 Steps to a Successful ESOP
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16 Steps to a Successful ESOP




 
The Truth About ESOP Professionals & Fees
PDF Document



 
Data Request for Loan Applications
PDF Document



 
ESOP Candidate Profile Checklist
PDF Document



 

Did You Know?




 
Ron's ESOP Trustee Experience
PDF Document



 
The Duties of a Trustee
PDF Document

Engagement Agreements
     


 

Engagement Agreements:
Agent & Client; Agent & ATICG
PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.





 

Engagement Agreement:
ATICG & Client Company - Review Copy Only
PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.





 

Confidentiality Agreement: ATICG & Professional Advisor
PDF Document
This document is for the use of ATICG clients, law firms (working with the client) or CPA firms (working with the client). 
Should you have an interest in this document, please click here to contact us.




Business Valuation
     


 
Fair Market Value - The basis of business appraisals & valuations
Web Page



 
Valuations and IRC 2031
Web Page



 
Recasting Financial Statements
for Valuation Purposes

Web Page



 

Still Confused About Discounts? 

Web Pages




 
Valuing a Closely Held Business Using Public Company Comparables
Web Page



 
Corporate Data Request List
PDF Document



 
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
PDF Document

Download Word Document Version


Family Limited Partnerships


 
Power Planning ESOPs and FLPs
Web Page



 
Corporate General Partner Structuring
(Reducing the Need for a Valuation)

Web Page



 
Size of Block Valued
Web Page



 
Double Discounts - Fact or Fiction
PDF Document



 
Deeper Discounts - Reduced Taxes
PDF Document



 
Family Attribution and the IRS
PDF Document



 
FLP Data Request Checklist
PDF Document



 
Timing the Funding of a Family Limited Partnership
PDF Document



 
Family Limited Partnership Structure Diagram
PDF Document



 

ATICG's Professional Services for the
Support of FLPs

PDF Document




 
Representation Letter
Word Document


Executive Compensation Planning


 
Synopsis of IRC Section 162
Web Page



 
Checklist for Requested Data for Wage and Compensation Studies
PDF Document



 
Job Description Questionnaire and Checklist
PDF Document

Repurchase Liability Studies



 

Repurchase Liability Studies
Document Request Checklist

PDF Document

Download Word Document Version




 
Representation Letter
(To be altered with your information)
PDF Document

Fairness Opinions/Solvency Review


 
Solvency Review Info and Document Checklist
PDF Document

Affiliate Links


 
Wealth Management Partners / MassMutual
Website Link - Opens in New Page

References


 
Selected References
Web Page

ATICG Professional Staff


 
Ron J. Lint, ASA, CEO Professional Biography
PDF Document

Articles about Ron Lint & ESOPs


 

Denver Business Journal

     
 

Colorado Springs Business Journal


All materials, downloads and concepts presented on this website
are copywrite protected and/or the intellectual property of
ATI Capital Group of Colorado, LLC and/or Ron J. Lint.



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





ATI Capital Group of Colorado Downloads

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