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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.
by
February 7, 2023
ESOP FAQs
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.
by
January 24, 2023
ESOP FAQs
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.
by
January 10, 2023
Succession Planning
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.
by
December 27, 2022
ESOP FAQs
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.
by
December 13, 2022
ESOP FAQs
Can an ESOP Company be Sold?
What is involved in selling an ESOP company? Can they be sold? How does it work? Aegis Trust Company has answers. Click through to read them!
by
November 15, 2022
Succession Planning
Duties and Responsibilities of ESOP Trustees
ESOP trustee responsibilities ensure impartiality and protect ESOP participants. Learn more about ESOP trustee fiduciary responsibility at Aegis Trust Company.
by
October 31, 2022
ESOP Trustees
ESOPs as a Business Exit Strategy
Does an ESOP make a good business exit strategy? It does if you’re a small business owner who wants some control over your transition. Aegis Trust Company explains.
by
October 26, 2022
ESOP Transaction
How Are Shares Allocated in an ESOP?
How are shares allocated in an ESOP? Aegis Trust Company has the answer. Click through to learn how ESOPs ensure fairness during ESOP shares allocation.
by
October 19, 2022
ESOP Valuations
Are ESOPs Good For a Small Business?
Does it make sense to form an ESOP for a small business? It all depends. Aegis Trust Company explains how to answer this question.
by
October 12, 2022
ESOP FAQs
What is a Leveraged ESOP & How Does it Work?
A leveraged ESOP is the most common type of ESOP. Aegis Trust Company explains how a leveraged ESOP transaction works along with the pros and cons.
by
September 29, 2022
ESOP Transaction
An Introduction to ESOP Valuations
ESOP valuations are a mandatory yearly activity for ESOP companies. Aegis Trust Company shares how ESOP valuations work.
by
September 23, 2022
ESOP Valuations

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