Specialized Services for Companies with Employee Stock Ownership Plans (ESOP)

PRIMARY CONTACT: Don Linzer JD, LLM, CFP (Pittsburgh)

Read our capabilities brochure below for specialized services that Schneider Downs can provide for Employee Stock Ownership Plan (ESOP) companies.

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

case studies

big problem:

Ransomware attack halted a global manufacturer's operations.

big thinking:

Recover and secure the system – fast – save $1 million in ransom.

big problem:

High tax burden for family-owned franchisor.

big thinking:

Comprehensive planning for a 15% tax reduction.

See more case studies

most recent

Maze Ransomware

Cybersecurity

By Austin Martin | 1.28.2020

The recent spread of ransomware has kickstarted many companies into reevaluating their current cybersecurity maturity. It has come to be generally accepted ...

SECURE Act: Modification of Required Minimum Distribution Rules for Designated Beneficiaries (Section 401)

401(k) Plans, SECURE Act

By Scott Rain | 1.16.2020

Based on the new provisions of the SECURE Act, there are now much more restrictive rules surrounding a required minimum distribution (RMD) to designated ...