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Attorneys in Business Succession & Employee Ownership

Attorneys handling the legal dimensions of ownership transitions — transaction structuring for ESOPs, EOTs, and cooperatives, corporate reorganization, securities compliance, plan documentation, fiduciary governance, and regulatory filings.

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SG

Sam Gray

Pinemill Partners
Managing Partner at Liszka & Gray, LLC
Richmond, VA, USA
# EO Advisor# Deal Team
Alexandra Devendra's profile picture

Alexandra Devendra

Aligned Law
Attorney, Founder
Portland, OR, USA
# Employee-Led Buyout# EOT# Bylaws# Due Diligence+4 more

DO

Deborah Olson

MLG Foundation
Expert EO Attorney
Hanover, NH, USA
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more

AK

Ann Kim

Morgan Stanley
VP/ Financial Advisor with the ESOP Group
Chicago, IL, USA
# 1042 rollover# Trustee# Post Transaction# QRP+2 more

DR

Daniel Reser

Fiduciary Services
President
San Rafael, CA, USA
# EO Fiduciary# ERISA# Due Diligence# ESOP+3 more

KL

Kevin Long

Employee Benefits Law Group PC
Shareholder/ President/ Employee Benefits Law Group PC
San Jose, CA, USA
# Trustee# DOL# IRS# Executive Compensation+8 more

LL

Lara L. Hemingway

Trs Group
Founding Member, Board Member
Spokane, WA, USA
# ESOP# Board of Directors# M&A

SB

Sheryl Bayani-Alzona

Employee Benefits Law Group PC
Benefits – ESOP Attorney at Employee Benefits Law Group PC
Los Angeles, CA, USA
# Trustee# DOL# IRS# Executive Compensation

WB

William (Bill) Obrien

Morgan Stanley
Corporate Client Group Director
Chicago, IL, USA
# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more

JA

John A. Kober

Morgan, Lewis & Bockius LLP
Managing Partner
Dallas, TX, USA
# Executive Compensation# Family Business# Due Diligence# ESOP+3 more

LS

Lauren Sharkey

Case Lombardi
Partner
Honolulu, HI, USA
# EO Litigation# Executive Compensation# ERISA# Due Diligence+2 more

ER

Emily Rickard

Morgan, Lewis & Bockius LLP
Legal Associate at Morgan, Lewis & Bockius LLC
Philadelphia, PA, USA
# ERISA

JM

James Moser

ESOP Plus: Schatz Brown Glassman LLP
Partner
Spokane, WA, USA
# EO Plan Termination# ERISA# ESOP# EO Financing+1 more

MK

Michael Krucker

Plante Moran
Partner, Employee Benefits Expert
Detroit, MI, USA
# EO Taxation# ESOP# Feasibility Study

ML

Monica Lawrence

—
Corporate Counsel
Wynnewood, PA, USA
# EO Litigation# IP# Ownership Culture# ESOP+2 more

RS

Robert Schatz

ESOP Plus: Schatz Brown Glassman LLP
Partner
West Hartford, CT, USA
# EO Plan Termination# ERISA# ESOP# Feasibility Study

SG

Susan Gary

University of Oregon
Professor Emerita
Eugene, OR, USA
# EOT# Perpetual Purpose Trust# Steward Ownership

RG

Richard Glassman

ESOP Plus: Schatz Brown Glassman LLP
Partner
West Hartford, CT, USA
# Feasibility Study# M&A

BP

Brian Pinheiro

Ballard Spahr LLP
Partner and Chair, Employee Benefits and Executive Compensation Group
Philadelphia, PA, USA
# Synthetic Equity# Phantom Stock# 409a Deferred Compensation

KA

Kristin Altice

Shiel Sexton Company
General Counsel at Shiel Sexton Co., Inc
Indianapolis, IN, USA
# Ownership Culture# ESOP
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Alex Glancy

Impact Matters Law LLP
Partner
Los Angeles, CA, USA
# EO Advisor# Deal Team

AB

Allen Bromberger

Bromberger Law
Founding Partner, Bromberger Law
New York, NY, USA
# EO Advisor

BW

Bill Warren

Treat N Go Clinics
Product Lead
Raleigh, NC, USA
# DAO

KG

Kathy Gregg

West Hill Technology Counsel
Business Attorney
—
# EO Advisor

KR

Kristopher Ring

Goodwin Proctor LLP
Debt Finance Equity Partner
Los Angeles, CA, USA
# EO Advisor
Brett Heeger's profile picture

Brett Heeger

Impact Matters Law LLP
Attorney, Partner
Los Angeles, CA, USA
# EO Advisor

BS

Brian Sharkey

Kreischer Miller
CPA / Accountant
—
# EO Advisor# EO Taxation

DL

Daniel Lange

Vedder Price
Shareholder in the Executive Compensation and Employee Benefits Practice at Vedder Price
Chicago, IL, USA
# 409a Deferred Compensation

JO

Janelle Orsi

Sustainable Economies Law Center (SELC)
Attorney, Executive Director, Owner
Oakland, CA, USA
# EO Advisor

MP

Michael Pasahow

Faegre Drinker
Employee Benefits attorney advising employee-owned businesses and ESOP trustees
San Francisco, CA, USA
# EO Advisor

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