ESOP Termination Lawyers, Consultants & Advisors

Robert Schatz - ESOPPlus: Schatz Brown Glassman LLP

ESOP Termination 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...

Jordan Bergkamp - Husch Blackwell

ESOP Termination Lawyers in Kansas City, MO

Jordan effectively works with clients on complex employer-sponsored benefit plans and compensatory arrangements. His legal training and accounting background allow him to navigate the Internal Revenue Code dealing with benefits law and thoroughly comprehend the Employee Retirement Income Secur...

Kevin Long - Employee Benefits Law Group PC

ESOP Termination 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...

Sheryl Bayani-Alzona - Employee Benefits Law Group PC

ESOP Termination Lawyers in Los Angeles, CA

Sheryl is a shareholder at Employee Benefits Law Group, PC. She opened the Los Angeles office for the firm in 2016 and has since guided over 100 companies in their ESOP journey. As an ESOP attorney, she advises companies, shareholders, and internal and independent trustees on all aspects of ES...

Alan Kandel - Husch Blackwell

ESOP Termination Lawyers in St Louis, MO

Alan counsels a wide variety of clients – publicly traded, privately held, tax-exempt and governmental – as they navigate the highly regulated space of Employee Benefits and Executive Compensation. He works closely with clients to design and draft durable and strategic benefit plan...

Lauren Sharkey - Case Lombardi

ESOP Termination Lawyers in Honolulu, HI

Ms. Sharkey concentrates her practice in the areas of real estate, taxation and business & commercial law. She represents businesses in wide-ranging commercial matters including acquisitions and sales of real estate and businesses, development, condominiums, and leasing. Ms. Sharkey also...

Jim Paul - Employee Benefits Law Group PC

ESOP Termination Lawyers in San Diego, CA

Jim counsels employers on employee benefits issues in mergers and acquisitions and guides employers and fiduciaries in the formation and operation of Employee Stock Ownership Plans, including stock purchase transactions, as well as complex deferred compensation issues.  He provides practi...

James Moser - ESOPPlus: Schatz Brown Glassman LLP

ESOP Termination Lawyers in Spokane, WA

James' practice involves counseling clients with the design, implementation and operation of qualified defined contribution plans, with an emphasis on Employee Stock Ownership Plans (“ESOPs”)   James previously served as an ERISA Enforcement Advisor and the National E...

ESOP Termination Lawyers

There are times when it is best for the employees and the company to terminate an ESOP plan. A company may have an offer to buy out the company that the trustee cannot refuse to accept. In some cases, the beneficiaries, namely the employee owners, gain a windfall that is hard to resist. In a few cases, long time plant employees can double or triple their values well beyond what the company can offer. Or the company is struggling with declining sales and profits, and there is a fear of losing the whole company and everyone's job. These are but some of the many conditions that sometimes occur, that test the company's ability to maintain the ESOP. An ESOP termination event is not a simple or easy process because there are compliance issues that need to be followed when an ESOP plan is terminated. Our ESOP Termination advisors listed here have the experience and competency to help an ESOP terminate their plan and avoid the problems that commonly surface when inexperienced people terminate the ESOP.