Employee Stock Ownership Plans (ESOP)

Overview

Our team of ESOP, tax, benefits and succession planning attorneys negotiates on behalf of owners, trustees, lenders and shareholders, and can quarterback transactions from conception to implementation. We advise business owners, ESOP trustees, financial advisers, minority shareholders and investors in ESOP conversions, sale of ESOP companies, fairness opinions, due diligence and closing documentation.

Experience

Experience

  • ESOP transactions

    Represented business owners, plan sponsors, trustees, lenders, and related clients in a wide variety of tax issues arising in Employee Stock Ownership Plan ("ESOP") transactions ranging in value from $10-$300 million.

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