The ESOP Podcast Episode 26 – Internal vs. External ESOP Trustees

The ESOP Podcast Episode 26 – Internal vs. External ESOP Trustees 

In this week’s episode of The ESOP Podcast, Bret Keisling is joined by Capital Trustees’ Client Relations Associate, Brian Keisling, to discuss the ins and outs of internal vs. external trustees and the engagement process for switching to an external trustee. Topics include the risks faced by all trustees, the early stages of a new relationship between company and trustee, and how making the switch may or may not affect the valuation process.

 

Brian Keisling

Capital Trustees’ Client Relations Associate, Brian Keisling

Bret Keisling presenting on one aspect of an external trustee’s obligations at the ESOP Multi-State Conference in September 2017.


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