About The Firm

WE ARE LEADERS IN OUR FIELD.

ESOP Plus®  is in the forefront of complex, multidimensional ESOP law. We are an innovative, industry-leading boutique ESOP law firm that serves clients throughout the United States, including US clients with an employee presence across U.S. borders. Unlike most law firms that provide occasional ESOP representation, we are focused on employee ownership. Our firm spends all of its time providing advanced Next Generation ESOP Plus® solutions and alternative succession options.

WE REACH ACROSS BORDERS AND CONTINENTS.

In this global economy, even modest size companies have international employees.  Tax law and employment law vary throughout the world.  Without careful planning, equity solutions that work in the United States could have disastrous consequences for employees in other places. We have a unique ability as a focused middle market boutique law firm to reach across borders as a result of our own carefully developed network of trusted legal service providers in strategic locations around the world.  This global network of the highest quality boutique law firms, all interconnected, and with the experience and ability to execute a variety of succession options, enables us to perform seamlessly and confidently across borders and continents. From Paris to Beijing, Switzerland to South Carolina, our ESOP Plus® solution can happen almost anywhere.

WE SHARE OUR KNOWLEDGE TO SUPPORT INFORMED DECISIONS.

Our modern world is an information-based society connected by a world wide web that knows no boundaries. Knowledge is our most powerful business tool. Few owners of businesses truly understand how ESOPs work. Few grasp its capability and value. Part of our responsibility is to provide the knowledge to educate our clients and their other trusted advisors about how an ESOP Plus® solution can work to fill the gaps created by ever changing personal and business circumstances, We help our clients determine the right solution for them. Give us your questions and share your vision. We will provide the answers and collaborate with you to help you make the informed and intelligent decisions that will keep you moving toward your goals. We will build a smarter solution with you.

The members of the ESOP Plus® team have written and presented extensively on a variety of topics relating to ESOPs, including ESOP basics, terminology, governance, fiduciary issues, and trusteeship.  If there are ESOP topics you would like to discuss, please contact any member of our ESOP Plus® team.

Meet Our Team

IT’S EASY TO ANSWER THE OBVIOUS QUESTION: HOW CAN WE DO MORE AND DELIVER MORE VALUE SO EFFICIENTLY?

For every aspect of our business, we have asked ourselves: “How does this help us get a higher value solution to our clients, more efficiently, and at lower cost?”  As a result, the firm was designed around principles and procedures that generate high value for our clients. Market conditions demand it. Clients expect it. Intentionally and thoughtfully, we have created an ESOP law firm highly concentrated and deeply in touch with the evolving market environment and current and high value needs of clients. It’s not fluff; it’s reality.

A BETTER OUTCOME AT REDUCED COST IS SIMPLY A RESULT OF DEEPER INSIGHT AND SMARTER MANAGEMENT.

When we founded ESOP Plus®, we resolved to offer our clients the same unequaled quality of legal representation found at the best and often biggest law firms in the country, but without all of the very high overhead costs and inefficiency that many law firms pass on to their clients. The formula is really very simple. We’re not burdened with extravagant expenses for real estate or saddled with adherence to outmoded business methods.  We don’t rely on leveraging the labor of young and inexperienced but highly paid professionals. We have developed an efficient business model, and a client-centered attitude toward value creation that reflects the direction of 21st century business practice. We are keenly aware of the need to be cost-effective and efficient, without sacrificing the quality of legal service we provide. We deliver economic and intellectual value to our clients at lower cost and at the highest levels of knowledge, capability and expected outcome. It’s that simple.

“The significantly lower overhead of our firm and our use of more advanced technology enables us to lower our fees as well as save time. Also, the fact that our four partners have so much more ESOP, ERISA and Tax experience than almost all other ESOP shops results in far greater efficiency than less experienced practitioners.  Because we have more than 100 years of combined experience advising clients about their exit and succession planning, it simply doesn’t take us so long to think through and deliver an effective  solution because we’ve experienced some variation of virtually every scenario. The resulting high value to our clients is the most distinguishing characteristics of a highly focused boutique firm such as ours.  We can deliver the right solution in far less time, at much lower cost, while leaving nothing to chance when it comes to your client experience. The result can be summed up in a few words – ‘We deliver satisfying solutions at a minimum of personal and financial cost to the client’”

Rob Brown – Founding Partner, ESOP Plus®

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