Employee stock ownership plans (ESOPs) provide organizations a unique opportunity to sponsor a tax-favored benefit plan that both invests primarily in company stock and can borrow the money required for it to purchase company stock — making them an effective tool for succession planning, corporate finance, and employee recruitment and retention. Our business-minded attorneys help clients capitalize on this opportunity. We take a multidisciplinary view of regulatory, financial, and organizational concerns to design, implement, and transact legally-compliant, sustainable ESOPs. Our deep transactional experience and thoughtful approach to governance, and administration and financing are matched only by our proficiency in resolving disputes, including U.S. Department of Labor investigations, Internal Revenue Service audits, and governmental and private-plaintiff litigation. In a marketplace where most providers are limited to either transactional or litigation support, we partner with employers, selling shareholders, trustees, third-party administrators, fiduciary committees, financial institutions and other constituents to offer bespoke solutions for all their ESOP-related needs.

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