Advisors > ESOP Trustees

Tom Potts

Name: Tom Potts
Company: Fiduciary Trust Services Inc.
Title: President & CEO
Email: tom@phfcpas.com

p: (317) 888-1400
f: (317) 865-1440
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Tom is a CPA and former owner of several CPA firms in central Indiana. His experience in independent auditing, valuation review, and mergers & acquisitions serves him well as he discharges his duties as an independent fiduciary and trustee for ESOPs throughout the U.S.

Mr. Potts is a life-long resident of central Indiana and resides in Indianapolis with his wife of 35 years, Leslie.

Education

Tom has acted as independent fiduciary, representing ESOP's in 50+ transactions over the past 12 years. These transactions include stock purchases, mergers, spin-offs, ESOP company acquisitions, stock sales to third-parties, and stock redemptions.

Mr. Potts currently serves as ongoing ESOP trustee for 20+ clients throughout the U.S.

He has developed a significant network of ESOP advisors, including ERISA attorneys, valuation experts, third-party administrators, and investment bankers. With the assistance of these professionals, Tom is capable of providing trustee/fiduciary services to a broad range of ESOP companies and prospective ESOP's.

Mr. Potts is a frequent speaker at ESOP conferences on topics ranging from valuation to corporate governance to fiduciary issues.


Expertise

Tom is a graduate of the University of Indianapolis with accounting/economics degree. Each year he attends conferences and seminars to stay abreast of issues relative to ESOPs such as corporate governance, repurchase obligation, fiduciary responsibilities, deal financing, and valuation review.

Mr. Potts is a member of the following organizations:

  • ESOP Association
  • National Center for Employee Ownership
  • Ohio Employee Ownership Center
  • AICPA
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