Find a Professional

Employee Stock Ownership Plans (ESOP)

An Employee Stock Ownership Plan (“ESOP”) can be an attractive strategy for business owners that benefits the corporation, shareholders and employees.  Our Calfee attorneys have extensive experience in counseling clients on ESOP formation and ongoing operation.  In order to provide meaningful counsel, your lawyer needs to understand not just the legal issues you face, but your business and the realities of the competitive environment in which you operate.  At Calfee, we recognize that every client, opportunity and problem is unique.  We care about your business, project issues, and bottom line.

In addition to extensive experience with tax-qualified retirement and employee welfare benefit plans, we work with ESOP trustees, fiduciaries, sponsors and lenders on ESOPs and the use of ESOPs as tools of business planning and succession.

Our ESOP Services include:

> Alternative equity transfer techniques
> Analysis of stock redemption issues
> Assistance in obtaining appraisals and financing
> Corporate governance and equity issues
> S corporation ESOPs
> Entity and transaction structuring
> ESOP feasibility studies
> Executive benefits structuring and modeling
> M&A due diligence
> Succession planning and executive compensation studies
> Tax structuring and planning/preparation
> Counseling lenders in ESOP transactions

Professionals