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Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

Loading content…

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Do Not Sell or Share My Personal Information

Talk it through.

Ask me anything

Zolid AI can make mistakes.

Definition of Reporting Requirements on The Grid Glossary

Reporting Requirements

Published on 2024-05-29 | Last edited on 2024-09-08

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Definition

EO companies, and ESOPs in particular, have some reporting duties pertaining to the sponsoring company, e.g., financial statements containing the # of shares held by the ESOP, fair value of unearned shares, total of repurchase obligations, etc.

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