Our attorneys have handled all aspects of Employee Stock Ownership Plans (ESOPs), from inception to termination and everything in between. Our law firm has worked with ESOPs of small businesses with fewer than 25 participants and very large corporation ESOPs with thousands of participants. Because all ESOPs are governed by federal law (ERISA), our lawyers are able to represent ESOP companies in our home states of Wisconsin and Minnesota, throughout the Midwest in Iowa, Illinois, Indiana and Michigan, and on a nationwide basis.
Please click on the box below to watch our video describing what an ESOP candidate looks like as well as comments from business owners who used ESOPs as their succession strategy:
Below is a non-exhaustive list of the services that we provide with respect to ESOPs:
Our attorneys have developed relationships with the service providers necessary to fully establish and maintain an ESOP, including valuation experts, record keepers, third party administrators, accounting firms and lenders. We are able to recommend service providers when requested, and are also able to work seamlessly with other service providers with whom the client already has a relationship. Whether your company is based in Milwaukee, Madison, Minneapolis or beyond, our ESOP attorneys are ready to serve you.
If you would like more information or want to discuss the feasibility of an ESOP for your company, submit a contact form here or contact: