Advisement on Termination of ESOP

Client Type: Private Company

We assisted an investment advisory and asset management company with the wind up and termination of its Employee Stock Ownership Plan. Services included advice regarding the entire termination process and significant interaction with IRS officials on key items.

We assisted an investment advisory and asset management company with the wind up and termination of its Employee Stock Ownership Plan. Services included advice regarding the entire termination process and significant interaction with IRS officials on key items.