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The ability of a company to draw and interest potential employees to join their organization.

An arrangement which allows for the loan amount to be withdrawn, repaid, and

A shareholder is a person, company, or institution that owns at least one share of a company’s stock or a share of a mutual fund. Shareholders essentially own the company, which comes with the right to share in the profits.

Non-extractive finance flips the power relationship of lender and lendee, making sure that a borrower will never be worse off after working with a lender than before working with them.

A sole proprietorship is a type of business that is owned and run by one person and in

a business that: (1) Is organized for profit (2) Has a place of business in the US (3) Operates primarily within the U.S. or makes a significant contribution to the U.S. economy through payment of taxes or use of American products, materials or labor (4) Is independently owned and operated and is not dominant in its field on a national basis

In the red means your business is in debt and losing money.

Generally speaking, a collective is an organization that is managed without hierarchy. This means that every person has equal decision-making power. Some decisions may be delegated to individual members or sub-committees, but no one has the special, authoritative power usually granted to a manager.

Gradual reduction in the value of a fixed asset. Because depreciation happens to non-cash assets, like a vehicle or piece of machinery, it can be used as a tax write-off; that is, a person or company may reduce their taxable income by the amount of the depreciation on the asset.

Accounting for the total compensation expense of ESOP shares with the average fair value of the released shares during the year. The difference between original cost per share and the average fair value per share is recorded through paid-in-capital or retained earnings and is a non-cash adjustment. The ESOP compensation expense is part of operating income.

An F reorganization is defined in Internal Revenue Code Section 368(a)(1)(F) as a mere change of identity, form or place of organization of one corporation. In particular, this involves a tax-free reorganization of the target company (seller), which is typically an S corporation.

Typically refers to companies with an enterprise value above $5 billion.

A startup company valued at over US$1 billion which is privately owned and not listed on a share market.

Inventory management is the entire process of managing inventories from raw materials to finished products. It efficiently streamlines inventories to avoid shortages and gluts.

A bolt-on acquisition is a transaction in which a larger company acquires a smaller company that offers complementary services, products, or geographical advantages. PE firms often use bolt-on acquisitions as a strategy to grow their portfolio companies and increase their value.

Past service credit to employees for years they worked before the ESOP was established

To write off means to reduce value. Businesses will occasionally reduce the value of certain assets by writing them off, such as writing off unpaid and uncollectable invoices as bad debt. Taxpayers may also reduce their taxable income by writing off certain expenses.

When something appreciates, it increases in value. Most fixed assets depreciate

Annual testing for an ESOP that the amount of employer contributions to direct contribution plans that can be deducted each year, according to IRC Section 404(a)(3), is 25% of the compensation of the plan participants.

An optional rule in EO Plans that applies upon re-hiring an employee into an EO company; if they had not met the eligibility requirements during their previous period of employment, they would need to complete the break in service requirements in order to participate in the Plan.

Typically refers to companies with an enterprise value between $1 billion and $5 billion.