Kegler, Brown, Hill & Ritter’s ESOPs practice provides experience in:
- Feasibility Analysis
- Corporate Structure
- Summary Valuation
- Liquidity Analysis
- Net Benefit Analysis
- ERISA Compliance
- Transaction Financing
- Transaction Structure
- Seller Financing
- Mezzanine Financing
- ESOP Loan Documents
- ESOP Design
- Allocation Methods
- Repurchase Obligation
- 401(k) Integration
- Voting Rights & Tender Offers
- Prohibited Allocations
- Distribution Alternatives
- KSOPs
- Document Preparation
- ESOP Document
- IRS Approval Documents
- Summary Plan Description (SPD)
- Fiduciary Compliance
- Fiduciary Training
- Plan Procedure Guide
- Valuation Checklist
- Review of Valuations
- Corporate Governance
- S corp ESOPs
- 409(p) Compliance
- C corp Conversion
- Merger/Acquisition Applications
- Tender Offers
- Acquisition Techniques
- Defensive Techniques
- Financial Planning
- ESOPs and Estate Planning