Services
Independent Trustee Services to ESOP’s
Transaction Specific:
- Initial or Subsequent Stock Purchase
- Mergers & Acquisitions
- Spin-Offs
- Liquidation / Winding up
Ongoing Trusteeship:
- Valuation Review
- Allocation Issues
- Diversification Issues
- Repurchase Obligation Issues
- Plan and Trust Compliance Issues
Consultation to ESOP and ESOP-Owned Companies
Working With Trustees and Committees:
- Corporate Governance Issues
- Internal Communications
- Serving on Boards of Directors of ESOP-Owned Companies
ESOP Seller Mentoring Services
Working With Owners or Committees:
- Overall Guidance and Leadership
- Explaining and Synthesising Complicated Issues
