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Wendy Gilligan

Home > Resources > Authored by Wendy Gilligan

About Wendy Gilligan

Business owners and their advisors rely on Wendy for well-designed, efficiently executed ESOP transactions. She is also known for her employee benefits due diligence work in non-ESOP mergers and acquisitions. From the transaction planning phase through closing, she represents sellers, buyers, fiduciaries and their advisors.
Learn More About Wendy

Retirement Plans

August 19, 2020

Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway

Are you considering laying off employees? Does your company contribute to a multi-employer pension fund (e.g. a union pension fund)?  If so, you need to know about the partial withdrawal liability rules.  You may already know that if you stop contributing to a union pension fund, ...
[Read more] about Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway

Retirement Plans

Mergers & Acquisitions

November 15, 2019

M&A Transactions: Benefits Due Diligence

Buyer's counsel brought us in on a stock sale transaction last year to handle the M&A due diligence on the seller's employee benefits. In discussing the scope of our work with seller's counsel and in-house attorneys, we laid out the options in a way that will probably seem familiar to most ...
[Read more] about M&A Transactions: Benefits Due Diligence

Mergers & Acquisitions

Mergers & Acquisitions

August 1, 2019

M&A Employee Benefits Due Diligence: An Efficient Approach

Employee benefits due diligence during a transaction can protect buyers from unpleasant surprises post-closing and give sellers a negotiating edge by ensuring that their benefits plans have a clean bill of health. It provides confidence to both sides that the benefits part of the deal is taken care ...
[Read more] about M&A Employee Benefits Due Diligence: An Efficient Approach

Mergers & Acquisitions Employee Benefits Due Diligence

ESOP

June 19, 2019

ESOP Succession Planning: A Powerful Tool For Your Business

An ESOP can be a powerful succession planning tool for your business.  But relatively few advisors in the marketplace know enough about ESOPs to give you the information you need.  We'll give you a head start. Here are five ways an ESOP can fit, or even drive, your succession ...
[Read more] about ESOP Succession Planning: A Powerful Tool For Your Business

ESOP Blog,  ESOP,  ESOP Attorney,  ESOP Lawyer

Mergers & Acquisitions Podcast

April 15, 2019

M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

As part of M&A due diligence we review for plan eligibility errors, one of the IRS's noted top 10 most common retirement plan errors submitted to its Voluntary Correction Program. According to the IRS, this mistake most often surfaces as a result of a merger or acquisition. In this episode of ...
[Read more] about M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

Mergers & Acquisitions Blog

ESOP

April 1, 2019

No Fooling: New Rules For An SBA-Guaranteed ESOP Loan Took Effect April 1

The changes that the Main Street Employee Ownership Act made to the Small Business Administration's lending rules for ESOP transactions are now in effect.  The revised rule makes an SBA-guaranteed ESOP loan potentially more attractive for sellers who want to sell their companies to an ESOP but do ...
[Read more] about No Fooling: New Rules For An SBA-Guaranteed ESOP Loan Took Effect April 1

ESOP

Mergers & Acquisitions Podcast

March 13, 2019

M&A Benefits Due Diligence In Phases Lets You Decide How Much Review Is Enough

During M&A benefits due diligence, the deal lawyers we work with appreciate having ERISA counsel with serious transaction experience on their side. We understand that deal cost and time have to be kept in check. Our phased approach to employee benefits diligence puts you and your client in ...
[Read more] about M&A Benefits Due Diligence In Phases Lets You Decide How Much Review Is Enough

Mergers & Acquisitions M&A Benefits Due Diligence

Mergers & Acquisitions Podcast

January 30, 2019

M&A Benefits Due Diligence: Failure To File A Form 5500 Is An Expensive Problem To Acquire

In a merger or acquisition, late or never-filed Form 5500s can be an expensive benefits problem to acquire and a sign there may be other issues with the company's benefits plan. It's a potential problem we efficiently solve with M&A benefits due diligence. In this podcast, Wendy Gilligan ...
[Read more] about M&A Benefits Due Diligence: Failure To File A Form 5500 Is An Expensive Problem To Acquire

Mergers & Acquisitions Blog

ESOP

September 13, 2018

SBA-Guaranteed ESOP Loans: Big News For Small Business

NOTE: The changes that the Main Street Employee Ownership Act made to the Small Business Administration’s lending rules for ESOP loans to fund transactions went into effect April 1, 2019. The updated information is here. Passage Of The Bill Inside the recently signed $717 billion, Fiscal Year ...
[Read more] about SBA-Guaranteed ESOP Loans: Big News For Small Business

ESOP ESOP,  ESOP Attorney,  ESOP Lawyer

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