For a more in-depth understanding of our work, we have provided a few Representative Matters on our website. Some of these examples demonstrate our ability to handle complex matters while others provide the scope and depth of our capabilities. The list of Representative Matters is not comprehensive of all the work we do. They represent a sampling.


Represented numerous trust companies serving as ESOP Trustees in the purchase of stock by an ESOP plan; the sale of assets by corporations owned by an ESOP; and the sale of stock by an ESOP plan.  Click on the links below to see examples of ESOP deals our Firm has done:

The Philadelphia Inquirer: “Passing the Torch” [PDF Download]

Philly.com: “Best Places To Work In Philadelpha” [PDF Download]


Advised and represented numerous ESOP companies whose Trustees sought our counsel and representation in resolving problems.


Represented numerous clients before the U.S. Department of Labor in ESOP audit situations.


Represented numerous business owners in sales of stock to ESOPs. Structured and represented spin-offs of subsidiaries from Fortune 500 companies to ESOP-controlled entities and then later merged them into other companies.