195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Rob Schatz

rob-schatzESOPPlus logoContact Information:
Schatz, Brown, Glassman LLP
(860) 231-1050
rschatz@esopplus.com
1007 Farmington Ave., Suite #4
West Hartford, CT  06107

 

 

Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary.

Rob has many years of ESOP centered legal practice.  In addition to his knowledge of ERISA, his broad background includes commercial finance corporate law, corporate acquisitions, corporate divestitures, structuring and documenting secured and unsecured leveraged financing as applied to ESOP transactions.

Rob will work with you in the design and documentation of your ESOPs, as well as the design and documentation of your stock option, phantom stock and other equity-based and performance-based employee ownership and incentive plans. He will also advise you about corporate finance, corporate responsibility and your fiduciary responsibilities.

Rob is a member of the Legislative & Regulatory Commitee and the Finance and Executive Committee of the ESOP Association He is a past Vice President of the ESOP Association’s New England Chapter.  He has been a member of the Executive Committees of the Commercial Finance and Bankruptcy and Corporations Sections of the Connecticut Bar Association; He is a past board member  of the New England Chapter of the Family Firm Institute.  He has been inducted as a member of the Association of Commercial Finance Attorneys (ACFA) and is a trustee of the ESOP Foundation.

Rob is a graduate of Cornell University and Suffolk University Law School (cum laude, law review)