NEXT GENERATION SOLUTIONS SUPPORT THE NEW MARKET REALITIES.
ESOP Plus® attorneys are highly experienced, deeply knowledgeable professionals, focused on NEXT GENERATION solutions. We’ve developed innovative fee arrangements. We play a strategic and proactive role in our clients business. We are great believers in the power of technology to the degree that it improves efficiency, enables us to distribute knowledge and provide high levels of service quickly, efficiently and virtually anywhere in the world. The result is a highly focused and efficient ESOP law firm, a law firm that is not mired in a traditional, outdated and inefficient practice model. We deliver cost effective added value designed around the new realities of the market and the high value needs of our clients.
Our single greatest difference is ESOP Plus®, an innovative, multidimensional model that anticipates the NEXT GENERATION of ownership and supports collaborative coordination among all professional advisors to maximize the effectiveness of personal, family and financial planning. Our analysis includes the potential of using an ESOP as well as a comprehensive examination of non-ESOP solutions. The result is an exit and succession plan that is just right for you.
ESOP Plus®- ADDRESSING THE GAPS OFTEN LEFT OPEN BY TRADITIONAL ESOP SOLUTIONS.
Confluence is the basic principle of ESOP Plus®. ESOP Plus® delivers value that closes the gaps often left unaddressed by traditional ESOP solutions that have not themselves evolved to meet the evolving, complex needs of clients in a challenging global economy. Clients trust ESOP Plus®to develop an exit and succession plan that performs in a complex environment and requires more than the traditional ESOP only solution provides.
The ESOP Plus® team uses employee stock ownership plans (ESOPs), stock options, stock appreciation rights, phantom stock and other sophisticated, tax advantaged employee ownership techniques to help clients protect their family’s financial future, reward their loyal employees and secure the legacy and core philosophy of the businesses they have created and nurtured. ESOP Plus® combines these traditional financial tools with a sensitivity to personal and family readiness and a collaborative process with other trusted advisors that creates an exit and succession solution that is satisfying as well as remunerative.
ESOP Plus® is one of the most experienced middle market ESOP and employee ownership teams in the nation. The team is able to call on other affiliated specialized colleagues with expertise in mergers, acquisitions, private equity buyouts, management buyouts, leveraged buyouts, creditor rights, litigation, commercial law, family planning, personal planning and wealth transfer to present clients with a full range of options to match their goals.
ESOP Plus® concentrates in the employee ownership field. However, our more than 100 years of combined experience with many different clients in many different industries enables us to counsel clients on the full range of business options. Our own well developed and carefully vetted network of highly trusted ESOP and business solution providers in strategic locations nationally and around the world combined with our affiliations with the International Society of Primerus Law Firms (www.primerus.com) and with the Alliance of Merger & Acquisition Advisors (AMAAonline.com) enable us to engage multidisciplinary and multi-jurisdictional expertise to facilitate our clients’ goals on a national as well as a global scale. Smooth coordination with other highly skilled trusted professionals allows clients the peace of mind that comes when the fruits of their labor become a blessing, not a burden.
Creative and flexible middle market pricing has made the ESOP Plus® team an attractive, cost-effective choice for clients with transactions ranging from under $1 million to over $1 billion.
Basic business principals stay the same, but changes in technology, education and personal attitudes change the form and structure of business organizations from one generation to another. Demographic changes in every region of the world, the rapid globalization of trade and the democratization of economic opportunities demand that every aspect of business ownership adapt to continuous generational change. Employee ownership is no exception. The ESOP Plus® team is always poised to implement that next generation of employee ownership with smarter solutions for our more complex world.
WE CAN HELP YOU DETERMINE YOUR BEST OPTION.
See if an Employees Stock Ownership Plan is right for you, your company and your individual circumstances. After you explore the information on our website, contact Rob Schatz, Rob Brown, Rich Glassman or Mark Kossow at 1-888-840-6830. You may also use the contact form located here.
Expand your ESOP Knowledge! Check out a library of articles, videos and presentations by our world-class ESOP Plus® Team right here