BTA HEADQUARTERS 17712 NE Cole Witter Rd | Battle Ground, WA 98604

Is an ESOP for me?

    No.

    True

    False

    Unsure

    1

    My company regularly looks for proactive tax reduction strategies, and could always use more.

    True

    False

    Unsure

    2

    Federal and/or state law requires that only licensed professionals may own my company.

    True

    False

    Unsure

    3

    The company would find it easier to pay off debt if it no longer had to pay state of federal taxes.

    True

    False

    Unsure

    4

    My company experienced continued increases in profitability in the last two years.

    True

    False

    Unsure

    5

    My company's annual revenue is greater than $5,000,000.

    True

    False

    Unsure

    6

    I expect fair market value of my business would exceed $10,000,000.

    True

    False

    Unsure

    7

    I would consider accepting Fair Market Value for the business, under the right conditions.

    True

    False

    Unsure

    8

    I may be interested in ways to convert some of my equity to cash, while retaining in full control of the company

    True

    False

    Unsure

    9

    The company has recently received offers to sell.

    True

    False

    Unsure

    10

    Our management team or successor(s) is ready or could be ready in 3 to 5 years to assume most of the operational responsibilities.

    True

    False

    Unsure

    11

    I have identified and groomed a successor(s)

    True

    False

    Unsure

    12

    I have a desire to gain additional personal time, work less than usual, and still have complete control over the company.

    True

    False

    Unsure

    13

    My company currently contributes to one or more qualified retirement plans for its employees (e.g., 401k plan, profit sharing plan, defined benefit plan, etc.)

    True

    False

    Unsure

    14

    My company employs more than 20 full time non-union employees.

    True

    False

    Unsure

    15

    My company would like additional ways to recruit, reward and retain talented employees.

    True

    False

    Unsure

    16

    I am concerned about the fate of the employees if the company was sold to an outside buyer or private equity.

    True

    False

    Unsure

    17

    The community where the company operates would be negatively affected if a significant number of employees were relocated or laid off.

    True

    False

    Unsure

    18

    I have a desire to preserve the family and community legacy created by the company.

    True

    False

    Unsure