ESOP Blog Articles

The Impact of ESOP Transactions on Corporate Social Responsibility

ESOPs & CSR: Enhancing Employee Engagement and Community Investment. Discover the Impact of ESOP Transactions on Responsible Business Practices.

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June 6, 2023

The Qualifications and Requirements of an Effective ESOP Trustee

An effective ESOP trustee is critical to the functioning of any ESOP. Aegis experts set forth qualifications and requirements for all ESOP trustees.

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May 2, 2023

The Fundamentals of ESOP Valuation: Understanding the Process and Methodologies

Discover the fundamental process and methodologies of an ESOP Valuation, an essential and annual component to any Employee Stock Ownership Plan.

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April 18, 2023

Why Use External Trustees?

Aegis Trust Company experts examine why external trustees are a reliable resource and what an external ESOP trustee can do for your company.

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April 4, 2023

Succession Planning for Family Business: What You Need to Know

Aegis Trust Company explains the necessary steps and considerations for a successful succession plan in family business.

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March 21, 2023

The Intersection of ESOP Transactions and Corporate Finance

Aegis Trust Company explains how ESOP transactions and corporate finance work hand-in-hand to create financially strong companies.

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March 7, 2023

How Do Employee Stock Ownership Plans (ESOPs) Impact Corporate Governance?

The biggest questions revolve around the ESOP’s impact on corporate governance and whether or not forming an ESOP will affect board function and responsibilities in this area.

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February 21, 2023

Who can be an ESOP Trustee?

Selecting an ESOP trustee is a critically important part of establishing and maintaining an ESOP and should be undertaken with care.

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February 7, 2023

What Happens to an ESOP When a Company is Sold?

Although Employee Stock Ownership Plans (ESOPs) are often formed to ensure the successful continuation of a business, there are times when an ESOP company is later sold to a third-party.

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January 24, 2023

What are the Benefits of an ESOP for an Owner?

The benefits of an ESOP for an owner are many, starting with being an effective exit strategy. Aegis Trust Company shares 6 more reasons to form an ESOP.

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January 10, 2023

5 Factors to Consider Before ESOP Implementation

Thinking about forming an ESOP? Aegis Trust Company shares five factors to consider before undertaking the ESOP implementation process.

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December 27, 2022

5 Reasons Your Business Does or Doesn't Need An ESOP

Does an ESOP make sense for your business? ESOP consultant Aegis Trust Company shares a few reasons why your business may or may not want to form an ESOP.

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December 13, 2022

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