• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Employee Benefits Law Group

Employee Benefits Law Group

Guidance. More than just Legal Advice.

  • What We Do
    • ESOPs
    • Mergers & Acquisitions
    • Governmental Employee Benefits
    • Retirement Plans
    • Equity & Executive Compensation
    • Health & Welfare Plans
  • Our Team
  • Resources
  • Contact
Employee Benefits Law Group
Home > What We Do > ESOPs

ESOPs

Our clients come to us because they’re passionate about the future and the opportunity it holds. Sometimes clients have lifelong dreams yet to be fulfilled, and sometimes they need help successfully exiting from a business they worked hard to build. Regardless of the end goal, all of our clients have something in common—they’ve worked tirelessly. And that’s why we work tirelessly to deliver them employee stock ownership plans (ESOPs) that are tailored to meet their specific needs. As our client, you’ll receive the guidance you need to fulfill those lifelong dreams you’ve worked so hard for—while helping to ensure the security of your company and team.

Experienced ESOP Advisors You Can Trust

How will we get there together? We become your guides through the entire ESOP process. First, you’ll tell us about your specific situation and goals. Then, we’ll decide your next steps together, providing any one of these services if and when the timing’s right:

  • Suitability and feasibility analysis
  • Client ESOP advisory team management
  • Plan design
  • ESOP transactions
  • Fiduciary representation
  • Plan administration oversight
  • IRS and DOL defense
  • Mergers and acquisitions
  • ESOP corporate governance
  • Terminations/refinancings

If at any point you’re not seeing the results you hoped for, we’ll work with you to adjust the approach. After all, our definition of success is your definition of success.

Wondering if your company is suitable for an ESOP? Let’s start a conversation.

Schedule your consultation today.

To date, hundreds of companies have selected us to create their individualized plans, making ESOPs the largest part of our practice. It doesn’t matter whether you have an existing ESOP or have never had one; and it doesn’t matter whether you’re an owner, in management, a TPA, a trustee or a trusted advisor—we’ll partner with you to determine the best possible strategies that deliver your desired outcome.

“Being an ESOP company for the last six years has allowed our company to be more engaged as a whole – from our warehouse employees to upper management. ESOP ownership has made our company more cost sensitive and efficient. Employees are now aware that the cost savings resulting from reducing waste or maximizing capacity on delivered truckloads have a direct correlation on company stock value and their future retirement. We have also found that improvements in communication and teamwork have helped to make our company more successful.”

– Ken Sommers, CFO, Calpine Containers, Inc.

Exploring ESOPs

  • Understand What An ESOP Is
  • Employee Stock Ownership Plan FAQs
  • ESOP: The Executive Short Course
  • Learn What It Takes to Implement an ESOP
  • See How We Put Clients in Control
  • S Corporations and ESOPs
  • C Corporations

Managing Your ESOP

  • Nurturing Your ESOP: The Executive Short Course
  • Employee Stock Ownership Plan FAQs

ESOP Team

  • Kevin Long
  • Wendy Gilligan
  • Sheryl Bayani-Alzona
  • Jim Paul

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

Get In Touch

Footer

Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
11231 Gold Express Dr.
Suite 108
Gold River, CA 95670
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA 95110
Phoenix Office
2550 W. Union Hills Dr.
Phoenix, AZ 85027
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Diego Office
916-357-5660
550 West B Street
San Diego, CA 92101
  • LinkedIn
  • Email

Copyright © 2023 Employee Benefits Law Group · Privacy Policy · Site Design by Delos Incorporated