Representation of Wealth Management Firm in Sale of ESOP

Client Type: Private Company

We represented an investment advisory and wealth management firm located in Memphis, Tennessee, with respect to its ESOP. We advised the client regarding legal compliance of the ESOP and represented the company in the sale of the ESOP to a 3rd party purchaser.

We represented an investment advisory and wealth management firm located in Memphis, Tennessee, with respect to its ESOP. We advised the client regarding legal compliance of the ESOP and represented the company in the sale of the ESOP to a 3rd party purchaser.