Employee Stock Ownership Plans (ESOPs)
You built your company from the ground up — with the help of employees who are more than coworkers. They were there when it was tough, and they worked through each struggle with you — just like they owned the company.
When it’s time to move on to the next stage, an ESOP can help you preserve that legacy for your employees. As a tax-qualified retirement plan, an ESOP provides the framework to provide those employees with a valuable retirement benefit that grows with their efforts on behalf the company.
It’s a tool for wealth transfer, estate planning, employee benefits, and tax benefits. We look forward to telling you more and introducing you to our network of experienced providers to help you manage this process efficiently and effectively.
Our team’s experience includes representation of:
- Sellers to an ESOP
- Buyers of companies from an ESOP
- Trustees – individuals and institutional
- Recordkeepers
- Investment managers for proceeds from sales to an ESOP
- Banks providing financial services and lending to facilitate transactions
- Companies sponsoring the ESOP itself
Name an ESOP type or transaction. We’ve done it:
- S corps and C corps
- Buy-side and Sell-side
- Leveraged and Unleveraged
- Seller-financed and bank-financed
- Partial and 100% transactions
- Public companies and privately held entities
- Companies from $5MM to $150MM in enterprise value
