Picture of Employee Stock Purchase Plan by Interest Free Loan Picture of Employee Stock Purchase Plan by Interest Free Loan

Employee Stock Purchase Plan by Interest Free Loan

Give your employees an opportunity to become shareholders in the company by setting up an Employee Stock Purchase Plan funded by an interest-free loan.

  • Interest-free loans are given to eligible employees of the company as an incentive to allow them to purchase shares of stock and participate in the business' future.
  • Eligible employees sign a promissory note for repayment of the loan.
  • The employee may pay the loan before maturity without bonus or penalty.
  • A trustee will hold the shares in trust for the employee, and will release a certain percentage of the shares at each anniversary of the purchase date, provided that the employee is not in default of payments under the note.
  • Employees who are part of the company are more dedicated, more loyal and more engaged. Incentivize your staff with an Employee Stock Purchase Plan.
Document Type: Microsoft Word
Last Updated: 27-October-2024
SKU: 97
$12.49
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Picture of USA Employee Stock Purchase Plan (payroll deduction based)

USA Employee Stock Purchase Plan (payroll deduction based)

Give employees a chance to participate in the company under this payroll-deduction based Employee Stock Purchase Plan.

  • Employees are given the opportunity to acquire a proprietary interest in the company by purchasing shares through automatic payroll deductions.
  • The employee may reduce or increase the amount of payroll deduction at certain times.
  • The employee will be granted a separate purchase right for each offering period, which will be automatically exercised in installments on each successive purchase date within the offering period.
  • The employee may terminate outstanding purchase rights at any time prior to the next scheduled purchase date.
  • Shares may not be transferred until they have been held at least one year.

This payroll-deduction based employee stock purchase plan is for U.S. companies and is prepared in accordance with United States laws and regulations.

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Picture of Checklist for Employee Stock Option Plans

Checklist for Employee Stock Option Plans

This checklist for developing employee stock option plans in private companies will guide you through the issues you need to consider and the questions you need to answer.

  • The checklist includes such issues as:
    • determing what benefits are to be derived from the plan;
    • pitfalls to avoid;
    • valuation of your business;
    • investment opportunities;
    • drag-along provisions;
    • anti-dilution provisions;
    • liquidity;
    • tax planning;
    • profit sharing.
  • This is an invaluable tool for any privately held company that wants to implement an incentive plan for its employees.
  • Available in MS Word format.
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