CareersESOPs (Employee Stock Ownership Plans)
Business Services
Our Proven ESOP Process
Composed of highly experienced business, ERISA, finance, and tax lawyers, our ESOP team assists with all plan elements, from inception to maturity across various industries including manufacturing, distribution, health care, and financial services.
We serve businesses that have transitioned, or plan to transition, to full or partial ESOP ownership; the controlling shareholders who sell to ESOPs; and the lending institutions that finance these transactions. Our clients gain an additional advantage through our strong relationships with accounting firms, lending institutions, third-party administrators, valuation experts, and other vendors integral to establishing and managing ESOPs.
At Walter Haverfield, our full-service firm is dedicated to helping our clients fully realize the unique benefits ESOPs can provide, including the ability to:
- Implement acquisition strategies
- Implement succession planning strategies
- Provide liquidity to selling owners
- Realize a wide range of tax advantages
- Realize competitive advantages
- Recruit and retain top talent
In addition, we ensure our clients achieve and maintain compliance with:
- Lender and investor requirements
- Tax, labor, securities, and ERISA requirements
ESOPs (Employee Stock Ownership Plans) Team
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