We Know ESOPs

Richard C. Mapp III	Christopher L. McLean	Robert Q. Johnson
rcmapp@kaufcan.com	clmclean@kaufcan.com	rqjohnson@kaufcan.com
(757) 624.3285	(757) 624.3171	(757) 873.6318

At Kaufman & Canoles, we put ESOPs at the forefront. Our lawyers have decades of experience working with ESOP-owned companies, selling owners, trustees, other advisors, and the federal agencies overseeing them. Licensed in Virginia, Maryland, and North Carolina, our team represents clients throughout not only the mid-Atlantic, but the entire country. We pride ourselves on providing practical and business-oriented solutions that let our clients achieve their goals while remaining within the bounds of the law and best practices.

Whether you are considering an ESOP for the first time, already have one in place, or are planning to transition out of an ESOP to the next stage of ownership, we’re here to help.

Our firm, and its consulting subsidiary ESOP Strategies, has deep expertise in initial ESOP feasibility studies and pre-formation planning, formation transactions, transaction financing, vendor searches, plan design, ongoing legal compliance, repurchase and sustainability studies, re-leveraging transactions, and sales of ESOP-owned companies. In the areas we can’t address directly on our own – ESOP valuations, independent trustee services, custodial services, recordkeeping, plan administration – we work seamlessly with other qualified advisors in the industry to ensure a smooth process for our clients.

Learn more about our Firm’s ESOP capabilities from our ESOPs, Benefits & Compensation team and ESOP Strategies.