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Get in touch with our Employee Stock Ownership Plans team.

Mark D. Welker

Team Lead
View our entire team  Download Service 
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Employee Stock Ownership Plans

Ownership transitions that work for everyone.

An employee stock ownership plan (ESOP) provides significant tax advantages for selling owners, closely held businesses and employees. It can be an effective structure for succession planning, creating liquidity and incentivizing your workforce.

If you’re considering implementing an ESOP at your company, you need someone to walk with you through every step of the process. Whether you’re a company or a seller, we work with you to analyze your unique situation and devise the best ownership transition solution for your circumstances. We also work with lenders and trustees to ensure that the ESOP transaction is structured to meet your needs and objectives in the deal. Husch Blackwell has represented all parties involved in establishing and maintaining ESOPs – from every possible perspective – for nearly 30 years.

We’ve worked with companies and trustees through the entire lifecycle of ESOPs: creation, loan repayment, allocations and repurchase liability after loan repayment, and sale of the business. We have received “thank you” notes from employees who have retired with bigger nest eggs than they ever dreamed would be possible.

Because the financial implications of any ownership transition are complex and myriad, our ESOP team includes:

  • Certified public accountants
  • Two Fellows of the American Law Institute
  • Three Fellows of the American College of Tax Counsel
  • Ten attorneys named to Best Lawyers in America 2018, including five in the Employee Benefits (ERISA) Law section.

We have a deep understanding of ESOPs – from the tax, employee-benefit and corporate-finance sides – and aren’t just drafting documents. You’ll work with lawyers who can quarterback your entire transaction, from beginning to end.

Of course, an ESOP is not always the best business succession planning tool. Please visit our business succession planning service to view more information on our general approach, and how an ESOP may or may not fit into a business succession plan.

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Get in touch with our Employee Stock Ownership Plans team.

Mark D. Welker

Team Lead
View our entire team  Download Service