Business owners count on me for guidance to develop stock-based succession plans that give them liquidity and a secure retirement, and incentivize their employees with a stake in the outcome.
Our ESOP team has assessed plan suitability, designed, and quarterbacked transactions for hundreds of companies ranging from professional firms and banks to manufacturers and retailers. And we’ve stayed there for the life of the plan to help assure its sustainability and continued success.
While ESOPs are a large part of our practice, we don’t “sell” ESOPs. As a certified tax lawyer with deep experience in IRS retirement plan law, I walk businesses owners and their team through a variety of stock-based approaches based on their corporate, strategic, and legal needs.
My practice also includes:
- Fiduciary representation and Department of Labor/IRS audit defense.
- Management incentive planning, such as nonqualified and equity deferred compensation.
- Corporate governance.
- Leveraged buyout transactions.
- Sales, mergers, and acquisitions of ESOP companies.
- Terminations and wind downs of existing ESOPs.
- Legal issues involved in plan administration.
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Learn about the utility of the ESOP as both a technique of corporate finance and an employee benefit plan.
Organizations and Contributions
Author of the accreditation course materials on ESOPs for the American Society of Pension Professionals and Actuaries.
Pats On The Back
Preeminent Rating, Martindale Hubbell
Fellow, American Bar Association’s American College of Employee Benefits Counsel, which recognizes significant contributions to the advancement of the employee benefits field
Registries, The Best Lawyers in America and Super Lawyers
Education And Bar Affiliation
J.D. from the University of San Francisco School of Law, and two B.A. degrees from the University of California at Santa Barbara
Admitted to practice in California
“Kevin Long is a valuable advisor. He can speak intelligently and accurately to pretty much any situation.”
– Guy Cook, Chief Operations Officer, SuiteAmerica