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.


We Want to Hear from YOU

Do you have feedback about this or any other episode of The ESOP Podcast? Do you have a topic that you would like for us to discuss on the show? Would you like to appear on the podcast as a featured guest or a panelist in a group presentation? Then we want to hear from you! Send us an email at

Comments are closed.

Post Navigation

%d bloggers like this: