We have completed 400+ transactions with over $2.7 billion total assets under our administration.

Choosing the Right ESOP Trustee

September 27, 2023

Choosing an Employee Stock Ownership Plan’s trustee must be done very carefully, as an ESOP trustee is the legally responsible entity that must ensure that the ESOP is operated for the exclusive benefit of plan participants. There is no legal requirement to how an ESOP trustee is chosen. Yet this does not diminish the importance…

Read More

The Role of ESOP Trustees in Corporate Succession Planning: Securing Business Continuity

September 12, 2023

Employee Stock Ownership Plan (ESOP) trustees are extremely influential in the success of a company’s ESOP and its business continuity. Highly involved in a company’s ESOP governance, ESOP trustees ensure legal compliance, manage the health of the ESOP finances, and look out for the plan participants’ best interests.  Find out more about the details and…

Read More

Major Tax Benefits of ESOPs

August 29, 2023

Employee Stock Ownership Plans (ESOPs) serve as an essential tool for building long-term company stability and enhancing employee satisfaction. Beyond these perks, ESOPs offer unique tax advantages that can significantly boost a company’s savings and benefits. In this blog post, we’ll delve into these tax benefits while exploring ways to maximize your company’s savings through…

Read More

The Importance of ESOP Trustees in Building Wealth and Ownership

August 13, 2023

The increase of employee benefits can be seen as a negative to the wealth building of a company. It does not have to be. Employee Stock Ownership Plans (ESOPs) allow for a company to invest in employee benefits which can actually contribute to the wealth building of the company.  By investing time and resources into…

Read More

Why Succession Planning is Important

July 25, 2023

Business succession planning is a crucial, but often overlooked, element of business ownership. Many business owners are so focused on growth and maintaining company success that they never have time to consider what will happen to the business after they leave or retire until the time comes.  A business owner may ask “Why is succession…

Read More

The Future of ESOP Transactions: The Impact of Digital Transformation

July 11, 2023

The Covid-19 pandemic has only expedited the inevitable digitization of the global economy, particularly online transactions and banking.  The influence of technology on ESOPs, and the entire financial industry, is ever changing and ever strengthening. The future of ESOP transactions must be taken into account when starting or managing an ESOP.  The Future of ESOP…

Read More


June 20, 2023

Creating an ESOP typically takes anywhere from six to nine months. Some plans have been set up in several weeks, while others can take as long as two years. Setting up an ESOP will follow these basic steps: Valuation: A valuation is needed for all privately held firms and, in some transactions, publicly traded companies.…

Read More

The Impact of ESOP Transactions on Corporate Social Responsibility

June 6, 2023

Among the many benefits of an employee stock ownership plan (ESOP), stands the undeniable fact of better long term employee and community investment, both financially and emotionally. Multiple studies show that ESOP transactions positively impact the corporate social responsibility (CSR) of a company. ESOP companies have shown to outperform non-ESOP companies in CSR.  How ESOP…

Read More

The Qualifications and Requirements of an Effective ESOP Trustee

May 2, 2023

The Qualifications and Requirements of an Effective ESOP Trustee  Aegis Fiduciary Services An essential step of forming an Employee Stock Ownership Plan (ESOP) is selecting an effective ESOP trustee. Because an ESOP trustee is legally bound by both the DOL and the IRS to act solely in the best interest of the ESOP plan participants,…

Read More

The Fundamentals of ESOP Valuation: Understanding the Process and Methodologies

April 18, 2023

Understanding the process and methodologies of an ESOP Valuation can help your company grasp an essential component to every employee stock ownership plan (ESOP). This ESOP Valuation guide will review the importance of valuation accuracy, the basic ESOP valuation process, and different methodologies used by appraisers or valuation experts. What is an ESOP Valuation: An…

Read More

DISCLAIMER: The Articles displayed on this website do not constitute legal advice, nor do they substitute for the advice of qualified professionals. While the Articles displayed on this website are designed to provide information regarding the subject matter covered, we cannot guarantee the accuracy of any statements contained therein. If any legal advice or expert assistance is required, the services of qualified professionals should be sought.

Looking for ESOP Trustee Services?

Fill out our online contact form to see if we are the right fit for your company.