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ESOP Lawyers, Consultants & Advisors


Sean Sullivan - Waller Lansden Dortch & Davis LLP

ESOP Lawyers in Nashville, TN

From small doctors' groups to multi-national, publicly traded businesses, a diverse group of companies utilize Sean's services. In all cases, Sean is drawn to the personal, non-abstract nature of his work. He does not "give advice from an ivory tower," and appreciates that re...
Kevin Long - Employee Benefits Law Group PC

ESOP Lawyers in San Jose, CA

Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from pr...
Marc Schechter - Butterfield Schechter LLP

ESOP Lawyers in San Diego, CA

Marc Schechter is a founding partner of Butterfield Schechter LLP. His client base ranges through almost all sizes and industries, from sole practitioner lawyers and physicians to publicly traded corporations, and even members of the Rock and Roll Hall of Fame. Marc specializes in t...
Gregory Brown - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Gregory Brown is a partner in Holland & Knight's Chicago office. Greg Brown is a nationally known legal expert in employee stock ownership plans (ESOP), the Employee Retirement Income Security Act (ERISA) fiduciary or trustee matters, tax-qualified retirement plans, executive compensat...
James Bristol - Waller Lansden Dortch & Davis LLP

ESOP Lawyers in Birmingham, AL

James Bristol advises clients, From startup ventures to publicly traded companies, on all types of compensation and benefits. Well-versed in federal and state tax rules, ERISA, SEC disclosures, and the myriad regulations that surround benefits and compensation packages, James  Bristol emb...
Joan Cannon - McGrath North

ESOP Lawyers in Omaha, NE

Joan has been practicing law since 1981 and is passionate about helping clients solve their employee benefits problems. She loves ERISA and the tax code as she helps clients with complex benefit plan issues.  She works closely with other employee benefits experts in-house along with&...
David Surbeck - Holland & Knight LLP

ESOP Lawyers in Philadelphia, PA

David Surbeck represents lenders and borrowers in financing transactions from initial ESOP leveraged financings, through refinancing and restructuring stages an...
Robert Schatz - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in West Hartford, CT

Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary. Rob has many years of ESOP centered&n...
John A. Kober - Morgan Lewis & Bockius

ESOP Lawyers in Dallas, TX

John A. Kober is a partner in Morgan Lewis's Business and Finance Practice. He is currently the Managing Partner of the Dallas office an...
David Ottinger - Gray Robinson

ESOP Lawyers in Tampa, FL

David Ottiner’s legal practice covers corporate transactions, taxation and estate planning.  David's experience includes forming business entities, mergers and acquisitions, corporate financing and leasing transactions, employee and shareholder agreements, and general business o...
Christopher Buch - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Chris Buch's (pronounced "Buk") practice focuses on employee benefits and executive compensation matters. Mr. Buch represents Fortune 500 & publicly traded companies, private corporations and closely held entities.
Jay Friedman - Wilkins Finston Friedman Law Group

ESOP Lawyers in San Antonio, TX

Jay Friedman has over 30 years of experience with the employee benefit aspects of mergers and acquisitions, all aspects of qualified retirement plans with an emphasis on the implementation and operation of leveraged employee stock ownership plans (ESOPs). Jay also has extensive expe...
Louis Joseph - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Prior to joining Holland & Knight, Louis Joseph served as an associate solicitor for plan benefits security at the DOL – the agency's most senior ERISA counsel – then as a partner at a top accounting and consulting firm, where he led its HR-related tax, accounting and regul...
Elizabeth Perdue - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

 Ms. Perdue, who focuses her practice on employee stock ownership plan (ESOP) finance and corporate mergers and acquisitions, comes to Holland & Knight from Morgan Lewis & Bockius, where she was a member of the ESOP practice group in Chicago. Joining the firm with her as senior co...
Sheryl Bayani-Alzona - Employee Benefits Law Group PC

ESOP Lawyers in Los Angeles, CA

Sheryl C. Bayani-Alzona ...
Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in West Hartford, CT

Rich Glassman’s  is a founding member of ESOP Plus®  a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...
Robert Brown - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in Rochester, NY

Rob Brown has practiced tax law, corporate finance law and employee benefits law for many years. His technical knowledge and broad-ranging experience enable him to counsel you about exiting your business in a way that...
Wendy Gilligan - Employee Benefits Law Group PC

ESOP Lawyers in Folsom, CA

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 ...
Renee Lewis - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Renee Lewis is a Holland & Knight's partner and a member of the firm's Financial Services Practice Group. Ms. Lewis advises company executives and owners on complex financing structures and transactions. Renee's typical clients include financial institutions, p...
David Pardys - Holland & Knight LLP

ESOP Lawyers in Philadelphia, PA

David's community acitivity includes being an adjunct professor at Drexel University Thomas R. Kline School of Law, where he teaches classes in Federal Income Tax and Employee Benefit. He previously was an adjunct professor in the graduate tax program at the Georgetown University Law Cente...
Michael Canan - Gray Robinson

ESOP Lawyers in Orlando, FL

Mike's experience and practice includes all phases of qualified retirement plan work, with special emphasis on the establishment and continued maintenance of ESOPs; plan design, including cross-testing, defined benefit plans, and 401(k) and (m) features; controlled group and affiliated ser...

ESOP Marketplace connects you with local ESOP Lawyers ESOP Planning And Design Is Easier With Good Advice from ESOP Lawyers

Structuring and planning an ESOP is like approaching an empty canvas - there is a cornucopia of options, and every aspect of an ESOP can be tailored to the needs of your company. The optimal solution varies depending on company size, profile, revenue stream, employee number and turnover, and a myriad of other factors. With all the potential benefits of an ESOP, it's an important option to consider for any company - but, as a business owner, you need to make certain that plan design is carried out by someone who has experience with ESOP law and knows just the right solution for your company. All ESOP planning advisors listed on our site have years of experience and many glowing recommendations from past clients, and they will help your company make a safe and responsible transition, as well.

ERISA Lawyers

Here you can find experts on ERISA law.

Tax Lawyers

Here you can find experts on taxes in general and more specifically on the tax laws as they relate to Employee Stock Ownership Plans.