Employee Stock Ownership Plans (ESOP)

At Calfee, our attorneys recognize that every client, opportunity and problem is unique. That’s why our attorneys utilize their extensive experience to counsel clients on ESOP. An ESOP can be an attractive strategy for business owners that benefits the corporation, shareholders and employees; however, it’s important that your attorney understands not just the legal issues you face, but your business and the realities of the competitive environment in which you operate. Our team keeps your business, project issues and bottom at the forefront when providing counsel to clients on ESOP formation and ongoing operation. 

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.

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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