ESOP Trusts

Get Your ESOP to the Finish Line in 5 Steps

Get Your ESOP to the Finish Line in 5 Steps

So, you've been giving a lot of thought to your business succession plan, and you've put many hours and sometimes sleepless nights into the research process. There are a lot of options to consider, and you're starting to formulate a strategy that feels right to you....

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ESOP companies & fiduciary responsibilities

ESOP companies & fiduciary responsibilities

Nancy Stern counsels ERISA fiduciaries on the exercise of their duties in the context of a corporate transaction and works closely with other members of our ESOP practice. She helps ESOP companies with transactional issues, corporate governance matters, securities...

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Employee Benefits for ESOP Companies

Employee Benefits for ESOP Companies

Merri Ash is vice president of First Bankers Trust Services. Merri has more than 34 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company,...

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About ESOP Blog

The advisors on ESOP Marketplace are dedicated to providing valuable advice to ESOPs and business owners considering the ESOP transition. The blog posts you find on ESOP Blog should not be taken as legal advice or as being specific to your company's situation. Please contact one of our ESOP advisors to discuss your particular circumstances!

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