With 18 years in practice, Wendy Gilligan has the expertise to guide companies through the entire range of ESOP issues, including setting up an ESOP, keeping it running in good condition and terminating the plan or selling to a third-party if the time comes.

Education

She is a 5-time honoree as a SuperLawyers Rising Star.

Expertise

Wendy guides business owners and their advisors through ESOP transactions and employee benefits issues in non-ESOP mergers and acquisitions. From the transaction planning phase through closing, she represents sellers, buyers, fiduciaries and their advisors. She facilitates clear communication between all of the stakeholders to close deals on time and on budget.Thoughtfully-designed executive compensation plans

Keeping your plans in compliance

Plan termination

Third Party transactions

Navigating ESOP Companies through ERISA Compliance Audits