ESOP Advisory Services
As a leading ESOP trust company, we are proud to offer unmatched expertise to guide you through every step of your ESOP journey.
Aegis Trust Company is the benchmark for excellence in ESOP administration.
Transactional Trustee
When we are appointed as an ESOP Transactional Trustee, we are responsible for making fiduciary decisions that are in the best interest of plan participants. If the ESOP is just being formed, we acquire the stock of that company from its owners. If the ESOP is being terminated or sold, we ensure that fair market prices are upheld.
During the critical period of an ESOP transaction, you can rely on us for the trustworthy and transparent support your company deserves.
Ongoing Trustee
As an ongoing ESOP trustee, we manage the annual work of administering an ESOP. This includes monitoring performance, valuing shares, overseeing stock allocations to participants, and reviewing financial statements. Our role is to manage the plan on behalf of the employees, ensuring share prices are fair market value and that all regulations are followed.
Every ESOP requires ongoing administrative management. We provide this service to hundreds of companies from diverse industries, all across the nation.
Exit Strategy Consulting
When we provide consulting on exit opportunities for business owners, we determine all the reasonable options and help the owner and/or leadership team weigh every pro and con. Ideally, the business exit strategy will benefit all parties involved - including the owner and family, the employees, the successor, and the business itself.
Hiring an experienced ESOP exit strategy consultant is crucial for guiding businesses through complex employee stock ownership plan transitions, ensuring seamless exits, and maximizing shareholder value.
What is an ESOP?
An Employee Stock Ownership Plan (ESOP) allows employees to own a piece of the company they help build. Through stock acquisition, it fosters a culture where responsibility is shared and every success is collective.
We believe in the transformative power of ESOPs for business owners, employee owners, and the society at large. ESOPs promote a sense of shared ownership and success, leading to more prosperous and equitable businesses.
Aegis makes all decisions through a fiduciary committee comprising skilled ESOP attorneys, a CPA, valuation advisors, and client relationship professionals.
Choose Confidence. Choose Expertise. Choose Aegis.
We are a passionate team that believes in the transformative power of Employee Stock Ownership Plans (ESOPs) for business owners, employee owners, and the greater community. ESOPs promote a sense of shared ownership and success, leading to more prosperous and equitable businesses.
As you undertake the profound responsibility of steering your organization into its next chapter, choose Aegis to be your ESOP advisor. We are here to guide you!
Comprehensive In-House Expertise
At Aegis, you’ll find specialists in all essential ESOP transactions and trustee services, including CPAs, attorneys, valuation experts, and administrators. Our well-rounded team works tirelessly to provide a seamless and comprehensive experience, reducing your reliance on third-party providers and the extra fees and difficulties that can come along with them.
Unparalleled Experience with DOL Requirements
Our President and CEO, Robert E. Lesser, Esq. played a pivotal role in developing the industry’s standard protocols with the U.S. Department of Labor (DOL). We are at the forefront of regulatory requirements and possess a deep understanding of a trustee’s fiduciary responsibilities.
Sincere Interest in Your Success
We believe in the societal benefits and transformative potential of ESOPs, so we pride ourselves on boutique-style services, offering a personalized and empathetic experience for every client.
Exclusive Focus on ESOPs
While many competitors water down their expertise with multiple offerings, Aegis is fully committed to dedicating our expertise, resources, and passion just to ESOPs.
Explore our Blog
Read more insights from Aegis Trust Company in our blog.
Tomorrow starts here. Choose Aegis.
ESOPs offer diverse benefits that create a thriving work environment and a lasting legacy.
