Andy Daly

Andrew J. Daly
Primary Office
Overview

Andy Daly advises employers, including employee-owned companies, on legal issues connected with employee benefits. He focuses in particular on matters involving employee stock ownership plans (ESOPs), including: 

  • Handling ESOP transactions.
  • Assisting with plan design.
  • Evaluating feasibility issues.
  • Guiding clients through administration, compliance and re-purchase obligation.

Andy also has extensive experience with legal issues involving other defined contribution plans and nonqualified deferred compensation.

Andy draws on his experience as a certified public accountant in Minnesota to help his clients understand the financial challenges involved in the transition to the employee-owned model and the ongoing administration of ESOPs.

Beyond his legal practice, Andy regularly presents on ESOP topics, including before The ESOP Association and the National Center for Employee Ownership.

Overview quote