PRIMARY CONTACT: Peter J. Lieberman

With more than 30 years of experience, the Schneider Downs Investment Banking team provides a wide range of ESOP consulting and related services including:

• ESOP feasibility analysis, including leveraged and non-leveraged transactions
• ESOP design consulting and documentation
• C Corp ESOPs and Section 1042 transactions
• S Corp ESOPs and C to S Strategies
• Evaluating and restructuring existing ESOPs
• Repurchase liability studies
• ESOP administration, recordkeeping and compliance testing services
• ERISA audits for ESOPs
• Preparation of Forms 1099-R, 945 and 5500
• Design and Implementation of ESOP Distribution Policy
• Distribution/Diversification Processing and Reporting
• IRC 409(p) Testing
• Preparation of ESOP individual account statements
• Combination ESOP/401(k) plan KSOPs

About Schneider Downs Corporate Finance

Schneider Downs Corporate Finance is a leading, full-service investment banking, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory. Learn more about our additional services at www.schneiderdowns.com/investment-banking.

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

Schneider Downs Corporate Finance, LP Customer Relationship Summary (Form CRS).