Robert Schatz
ESOP Plus® LLP
West Hartford, Connecticut
Contact
How to contact
Email: RSchatz@esopplus.com; Tel. (860) 490-5481
Professional Profile
Call Me When
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Professions
Attorney
Functional Expertise
Board of Directors (for profit)
Buy side/Acquisitions
Employee benefits
ESOPs
Fiduciary
Sell side/Divestiture
Tax
Transaction advisory
Exit/Transition Planning
Business Focus
All things ESOP.
Professional Certification
Member: JD; Member of ACEBC (American College of Employee Benefits Counsel);
Transition Planning Certification or Methodology
M/A
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
n/a
Chapter information
Membership
Connecticut + Tri-State Individual
Member since
Member for 2 years
Why I'm a Member of XPX
To provide assistance in understanding ESOPs and implementing ESOP transactions.
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