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Employee Stock Ownership Plans

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Publications

July 29, 2026 Articles
Beyond the Buyout: How Physician Practices Can Explore Employee Ownership as a Succession Strategy
Concierge Medicine Today
By Harvey M. Katz
Office Building Windows
June 03, 2026 Articles
The Supercharged ESOP: How to Beat Private Equity at Its Own Game
Piggybank and calculator
July 04, 2022
Employee Stock Ownership Plans—Whatcha Gonna Do When the DOL Comes After You
Bloomberg Tax
By José M. Jara and Sheldon S. Miles
Sign the Papers
April 01, 2020 Alerts
ESOP Companies Should Address Cash Flow Before It’s Too Late
By Harvey M. Katz
Money sign and Securities
January 2020 Articles
Customer Concentration in ESOP Transactions
ESOP Report
By Harvey M. Katz and Lana Simkina
Coin stacks and graphs
October 29, 2018 Articles
ESOP Trustees and Administrators: Draft Your Plans Strategically
For Your Benefit
By Harvey M. Katz
July 20, 2017 Alerts
The ESOP Class Action: An Existential Threat to the ESOP Community
Employee Benefits & Compensation/Litigation Alert
Co-authored By Harvey M. Katz
Winter 2017 Articles
ESOP Light: A Creative Succession Strategy for the Small Business
For Your Benefit
By Harvey M. Katz
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