What We Do
ESOP Trustee Services
A small, responsive firm — personally involved with every ESOP we serve, bringing deep experience in legal, financial and corporate governance matters.
ESOP Transactions – Buy
Acquiring Stock - ESOP formation or ESOP acquires more stock
ESOP Transactions – Sale
ESOP sells stock or company sells assets to third party buyers – ESOP usually terminates
Ongoing Independent ESOP Trustee
Annual valuation, board election and monitoring the board
ESOP Mergers & Acquisitions
ESOP owned companies may grow through acquisitions
Engagement
Let's discuss your transaction.
Every ESOP is different. Reach out for a direct conversation with a partner about your plan, deal, or compliance matter.