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ESOP Trustee & Fiduciary Services

Located in Central PA. Serving Clients Nationwide.

Personalized trustee services

and fiduciary guidance specifically designed with employee stock ownership plans in mind.

MEET RICH, OUR MANAGING DIRECTOR
OUR SERVICES & HOW WE'RE DIFFERENT

We are a national ESOP Expert with small town customer service.

INITIAL TRANSACTIONS

 

Whether you have a 100% family-owned business or you have multiple founders, we can help you understand the ins and outs of creating your ESOP.

Clients of Capital Trustees Smiling Together After Creating their ESOP with Rich Heeter!
New Owners of a Third Party Sale in Board Room After Settlement with Capital Trustees

SALE TO THIRD PARTY

 

As a trustee, we will review all the transaction details and valuation, conduct participant education, and pass through voting.

SECOND STAGE

 

If you have an ESOP and want to diversify, restructure, or convert to a corporation, we can help you through the entire process.

Capital Trustees' Clients in a Business Meeting Discussing Plans to convert their ESOP to a Corporation
ESOP Factory Owner looking to sell property

SALE OF PROPERTY

 

We can serve an independent trustee and fiduciary to the ESOP involving the proposed real estate sale to the business.

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