Our employee equity plans and incentives services
Womble Bond Dickinson regularly assists business owners establish employee equity plans, including Employee Stock Ownership Plans (ESOPs).
With our experience, we can quickly analyze the feasibility of an ESOP transaction for the business owner and Company, design the structure of the transaction to maximize tax benefits for the parties, and prepare all necessary documents for an efficient closing.
We can also bring additional value to our clients by recommending valuation experts familiar with ESOP transactions to provide an appraisal of the business, and lenders to finance the transaction. Finally, once the ESOP is in place, we will advise the Company on maintaining the ESOP in compliance with government rules and regulations.