The ESOP Podcast Episode 18 – Pete Jones of ESOP Plus

The ESOP Podcast Episode 18 – Pete Jones of ESOP Plus

Our guest is Pete Jones of ESOP Plus, Schatz Brown Glassman LLP, an industry-leading boutique law firm solely focused on employee ownership.  This episode is a free-flowing, philosophical discussion in which Pete and Bret push each other’s thinking on issues in the ESOP world. In that spirit, take this conversation with a grain of salt; we aren’t giving advice or drawing conclusions, we are just two friends and colleagues pondering the state of our industry.

More about Pete Jones

Peter Jones

Peter E. Jones, Source: ESOP Plus, Our ESOP Team

“Peter E. Jones represents ESOP companies from their genesis as an ESOP to maturity as an ESOP company and beyond. Peter structures initial ESOP transactions, designs ESOP plans, and advises those ESOP companies with their continuing regulatory compliance as they begin their journey into employee ownership.

As their journey continues, Peter provides ESOP Plus® clients with valuable counsel in mergers and acquisitions. Whether our clients are growing their businesses through strategic acquisitions or selling their business to a strategic buyer, Peter helps them choose among various acquisition vehicles, including mergers, asset purchases, stock purchases, and reorganizations (both domestic and international), in order to find the strategy that is best for them. His years of experience litigating disputes when deals fall apart or when fiduciaries neglect their obligations enables him to help our ESOP Plus® clients avoid costly risk in their planning and transactions to avoid such disputes.

Peter also helps ESOP Plus® clients of all sizes in connection with all of their employee benefit plans, including plan design, implementation and compliance. Peter focuses on ESOPs, but he is also experienced with 401(k) plans, defined benefit plans and welfare benefit plans. He counsels ESOP Plus® clients on ERISA compliance matters, such as fiduciary duties, prohibited transactions, and notice and disclosure requirements under ERISA, and represents them through IRS and DOL correction programs and audits.

Peter is a graduate of Bradley University (B.A.) and was the valedictorian at Capital University Law School (J.D.) when he graduated in 2007. He is admitted to the bar of Ohio as well as the U.S. Court of Appeals for the Sixth Circuit, the U.S. District Courts for the Northern and Southern Districts of Ohio and the U.S. Bankruptcy Court for the Southern District of Ohio.

He is a professional member of the ESOP Association and an adjunct professor at the Moritz College of Law at The Ohio State University.”

More about ESOP Plus


“ESOP Plus® is in the forefront of complex, multidimensional ESOP law. We are an innovative, industry-leading boutique ESOP law firm that serves clients throughout the United States, including US clients with an employee presence across U.S. borders. Unlike most law firms that provide occasional ESOP representation, we are focused on employee ownership. Our firm spends all of its time providing advanced Next Generation ESOP Plus® solutions and alternative succession options.”

Source: ESOP Plus, About the Firm


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