Our attorneys are experienced in the full spectrum of services involved in the design, formation, management and compliance aspects of employee stock ownership plans (ESOPs). We provide complete cross-practice support that covers the Employee Retirement Income Security Act (ERISA), taxes, corporate finance and fiduciary governance, lending, securities law, labor and employment issues, and much more.
We have assisted with ESOPs across various industries and throughout every stage of an ESOP, representing company owners, trustees and lenders. Our robust relationships with accounting firms, investment bankers, valuation companies and others mean we can help build a reliable network of professionals to support and advise ESOPs throughout their lives.
We also help companies prepare for and navigate IRS audits and U.S. Department of Labor investigations, and we are experienced in managing controversies, compliance resolution issues and litigation.