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ESOP Questionnaires

 

Questionnaire #1

Questionnaire #2

Questionnaire #2 for ESOP Engagement Agreement

If you have submitted information for Questionnaire #1, please submit the following information to us in order to receive the ESOP Engagement Agreement.


Engagement Letter Date:

  

Estimate Due Date for Payment of Transaction Fees to UBA ("Due Date")

 
Please use whole numbers only in the fields below. ( Example: Type 50000 not $50,000 )

Initial Feasibility Study Amount:

$

Go Forward with ESOP Amount:

$

Trustee Engagement Amount:

$

Trustee Engages ESOP Counsel Amount:

$

Lender Commitment Amount:

$

Closing of Agreements Amount:

$

Total ESOP Transaction Amount:

$

   

Crenshaw Dupree & Milam, L.L.P. - 1500 Broadway, 8th Floor - Wells Fargo Center Lubbock, TX 79408
Toll Free: (800) 533-5281 - Local: (806) 762-5281 - Fax: (806) 762-3510 - Email: jcrews@cdmlaw.com
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