ArentFox Schiff attorneys are the go-to advisors for management, institutional trustees, equity sponsors, and senior and mezzanine lenders in using employees stock ownership plans.

We help clients use ESOPs to:

  • Create liquidity on a tax-advantaged basis
  • Full broad-based employee ownership
  • Facilitate management-led buyouts (MBOs) of businesses, portfolio companies, divisions, or subsidiaries
  • Enable roll-up transactions
  • Execute private equity investments on a tax-advantaged basis

We also represent ESOP companies in on-going compliance and regulatory matters including IRS and DOL audits and litigation. In addition, our attorneys represent ESOP fiduciaries in litigation matters.

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