esop legal services
Atlas Legal Services helps business owners establish and manage successful Employee Stock Ownership Plans that produce sustainable results throughout the ESOP lifecycle.
An Employee Stock Ownership Plan, or ESOP, is an increasingly popular way for business owners to obtain liquidity, minimize their investment, or exit the business without selling it to a third party. Instead, employees of the business become owners, gaining economic incentives in the form of an employee-owned retirement plan along with a sense of ownership that supports productivity and dedication.
Atlas Legal Services provides comprehensive ESOP services to help companies transition to and manage an ESOP through the entire ESOP lifecycle. Our strategic approach minimizes owner risk while maximizing business value and empowering employees. Under guidance from an experienced ESOP attorney, business owners can transition ownership of the company in a way that benefits all stakeholders.
Our ESOP services include:
Design & Feasibility
Transaction Execution & Financing
Ongoing Support & Maintenance
ESOP Transaction Execution & Financing
Atlas Legal Services provides guidance and representation for companies as they explore ESOP financing options and implement their ESOPs. Working with a qualified ESOP attorney, business owners will clarify their sales objectives, explore ESOP financing options, and examine alternatives to ESOPs to find the best solution to meet their needs.
If an ESOP is chosen as the best solution, the Atlas Legal Services team will perform due diligence, making recommendations as to the size and structure of the ESOP, examining financing terms and conditions to ensure the company can bear the debt load, choosing advisors, and facilitating transaction execution.
Schedule a call to discuss our ESOP transaction execution & financing services:
ESOP SUPPORT & MAINTENANCE
Atlas Legal Services works with new and established ESOPs to provide ongoing support and maintenance as needed. This may include: ESOP restructuring or recapitalization, ESOP buyouts and sales, ESOP communications, and more.
Our professional legal guidance and tax expertise helps ensure that ESOPs continue to meet compliance requirements, operational objectives, and business goals while still benefiting the business owner and shareholders. If the ESOP is not working for the company, we can help owners explore alternative options to design a solution that meets current needs and objectives.
Schedule a call to discuss our ESOP support & maintenance services.
ESOPs Benefit The Business, The Owner, and Employees
Employee Stock Ownership Plans (ESOPs) are a corporate finance tool that benefits the entire company, from the owner to the newest employee.
company benefits
ESOPs can be used to improve cash flow, raise capital, refinance debts, or reduce tax liabilities.
owner benefits
ESOPs provide owners with a controlled exit strategy all while receiving fair market value for their investment
employee benefits
ESOPs allow employees to invest in their workplace and participate in a pre-tax retirement savings plan.
Schedule a call with us to find out if an ESOP is right for your company.
What they’re saying…
“The professionals at Atlas have been a great asset in assisting us with our ESOP. Their insight and experience have significantly benefited both our company and our employee-owners.”