For more than 25 years, SG&F attorneys have been involved with hundreds of initial ESOP transactions. Whether the goals in implementing an ESOP are owner(s) seeking liquidity, maximizing tax savings, establishing an employee retirement benefit, maintaining jobs, increasing productivity or simply the transition of stock ownership, you need a knowledgeable and experienced law firm on your transaction team.
ESOPs are required to comply with rules under both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974. You need an advisor on your team who knows those rules well to avoid any unnecessary and unpleasant tax or penalty surprises in the future. Given the firm’s focus on employee ownership strategies, SG&F attorneys are immersed daily in those rules applicable to ESOPs. Our compliance team will work with you to ensure that your plan is developed and designed to meet your specific needs and objectives, and comply with the legal rules applicable to ESOPs.
Initial ESOP Transaction | Successive ESOP Transactions