Competencies

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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

Mediation Services

Well done, Ollie.

Kegler Brown Publications

State Capital Group