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  1. Peter E. Jones. Peter Jones advises business owners, companies, and fiduciaries on employee stock ownership plans, transition strategies, corporate governance, employee benefits, executive compensation, and mergers and acquisitions. Pete’s significant experience includes representing companies and trustees in the formation of ESOPs, the sale ...

  2. Tucker Ellis LLP is a full-service law firm of more than 230 lawyers serving clients from “10 Long Hallways” nationwide: Atlanta, Chicago, Cleveland, Columbus, Los Angeles, Morristown,...

  3. See how Tucker Ellis LLP is building a different kind of law firm – one that delivers the best possible experience to everyone we encounter.

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  4. www.tuckerellis.com › services › esopESOP - Tucker Ellis LLP

    • Areas of Emphasis
    • Publications
    • Speaking Engagements
    • Media Quotes
    • Professional Memberships
    ESOP formation
    Structuring complex leveraged purchase
    Acquisitions
    Compliance
    “ERISA Perspectives” Blog
    Reviews and revisions to Chapter 39, “Valuations for Employee Stock Ownership Plans” and Chapter 40, “ESOP Court Cases,” Valuing a Business: The Analysis and Appraisal of Closely Held Companies, Si...
    “Summary of Financial Projections Issues in Recent ESOP Litigation,” INSIGHTS: ESOP Litigation Thought Leadership (Autumn 2019) – Chelsea Mikula
    “Unsatisfying Answers in 4th Circ. Retirement Plan RUling,” Law360(March 2019)  – Chelsea Mikula and Scott Stitt
    “Legal and Regulatory Update,” The ESOP Association’s Ohio/Kentucky Chapter 2023 Thoroughbred Conference, Lexington, Kentucky (July 2023) – Chelsea Mikula and Scott Stitt
    “When the Worst Happens: Managing Financial Distress & Bankruptcy,” TEA National Conference 2023, Washington, D.C. (May 2023) – Chelsea Mikula and Brian Jackiw
    “Understanding Control & Impact on Valuation,” TEA National Conference 2023, Washington, D.C. (May 2023) – Peter Jones
    “ESOP Boards of Directors and Governance,” 37thAnnual Ohio Employee Ownership Conference, Fairlawn, Ohio (April 2023) – Peter Jones
    “An Employee Stock Ownership Plan Is a Retirement Benefit That Makes Workers Part Owners of the Company,” Business Insider(November 2021, July 2022) – Peter Jones
    “Wilmington Fine Points to Lack of ESOP Guidance, Attorneys Say,” Bloomberg Law (March 2019) – Chelsea Mikula and Scott Stitt
    The ESOP Association
    National Center for Employee Ownership
    Ohio Employee Ownership Center
  5. Tucker Ellis LLP was founded in 2003 by 90 lawyers focused on building a law firm different from any other that had previously existed – one that would deliver the best possible experience to clients, communities, and one another.

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  6. Tucker Ellis LLP is a law firm in Columbus, OH with 110 attorneys selected to the Super Lawyers or Rising Stars lists.

  7. Trial Lawyer and Partner at Tucker Ellis LLP and Co-Chair of the Junior Associate Group

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