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Capabilities / Employee Stock Ownership Plans

Employee Stock Ownership Plans

ESOP transitions that work for everyone.

Husch Blackwell helps clients determine whether an employee stock ownership plan (ESOP) is the best transition solution for their circumstances. Our ESOP lawyers have quarterbacked entire ESOP transactions for companies and trustees, from creation, loan repayment, allocations and repurchase liability to the sale of businesses.

Our ESOP law group includes certified public accountants, Fellows of the American Law Institute and the American College of Tax Counsel, and 10 attorneys named to BL Rankings' Best Lawyers in America 2018 list. With this depth comes a thorough understanding of all angles of ESOPs, including tax, employee benefit and corporate finance considerations. We also work with lenders and trustees to ensure that ESOP transactions are structured to meet our clients’ needs and objectives within the deal.

Although an ESOP can be a useful business succession planning tool, it is not always the best option. To learn more about succession planning, including the role ESOPs can play, read Husch Blackwell's Business Succession Planning webpage.

Alerts | November 20, 2019
Planning for 2020: Year-End Deadlines and Considerations for Employee Retirement, Health and Welfare Plans

As the end of the year approaches, employers should be aware of important year-end deadlines and considerations related to their retirement and health and welfare plans. We have compiled a list of these deadlines and provide guidance on how to comply with recent plan changes.

Alerts | November 13, 2018
Planning for 2019: Year-End Deadlines & Considerations for Employee Retirement, Health and Welfare Plans

As the end of the year approaches, employers should be aware of important year-end deadlines and considerations related to their retirement, health and welfare plans. We have compiled a list of these deadlines and provide guidance on how to comply with recent changes.

Media Mentions | May 11, 2018
Milwaukee Business Journal Table of Experts: The ESOP Advantage

This Table of Experts segment features Mark Welker discussing the potential advantages of Employee Stock Ownership Plans.

Testimonial Dan Quigley, Chief Operating Officer, USA800

"'I want to thank you for all the assistance and professionalism throughout... Without your work, we would not have been successful in this very important effort. Your work has gone a long way to provide for the retirement and security of our ESOP owners who have worked hard over 20 years to build and grow the company."

Read how invested partnerships make a difference
Client Result

Family-owned automotive group creates ESOP to sustain growth and incentivize employees.

See full case study