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.
We have developed an educational video called “ESOPs: Not Fables, Real Options for Succession Planning.” This video is intended for business owners and their advisors and explains why selling to an ESOP may be a perfect “win-win” for the business owner and the business itself. Please note Caitlin Bauch is a former attorney of DeWitt Ross & Stevens S.C.
Click on the box below to view.
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: