Services...

Independent, third party Trustee Services to ESOP’s
(Directed & Discretionary)

• Initial or subsequent stock purchase
• Mergers & Acquisitions
• Spin-offs
• Liquidation / Winding up

• Valuation Review
• Allocation Issues
• Diversification Issues
• Repurchase Obligation Issues
• Plan and Trust Compliance Issues

Consultation to ESOP and ESOP-Owned Companies

• Corporate Governance Issues
• Internal Communications
• Serving on Boards of Directors of ESOP-Owned Companies

ESOP Seller Mentoring Services

• Overall Guidance and Leadership
• Explaining and Making Clear Complicated Issues