Organization
Kleinbard LLC
Philadelphia, PAEO Plan Design
About
Kleinbard attorneys advise corporations, shareholders, directors and employee stock ownership plan (ESOP) trustees on a wide variety of ESOP-related issues. Kleinbard's ESOP team is led by Mary Beth Gray and Chris Wingard, who together have completed hundreds of ESOP and other strategic transactions for middle market corporate clients across a wide range of industries, including engineering, manufacturing, construction and professional services.
Contact Kleinbard to learn how their team of trusted advisors can provide guidance regarding corporate governance, business succession planning, ESOP plan design and ongoing ESOP compliance.
Services
- Business Process Documentation
- EO Communication
- EO Research
- ESOP
- Exit Planning
- Payroll and HR Policies
- Successor Training
- Worker Co-op 101
EO Plan DesignAsset SaleDue DiligenceAlternative Ownership EnterpriseNDA