Summit Fiduciary Group
Summit Fiduciary Group
  • Home
  • Services
  • Contact Us

A Comprehensive Array of Professional ESOP Trustee Services

Ongoing Trustee Services

Transactional Trustee Services

Transactional Trustee Services

  • Directed or Discretionary Trustee
  • Oversee day-to-day aspects of managing the ESOP
  • Analyze and approve ESOP valuation
  • Assure plan is operated in accordance with the document and ERISA
  • Vote or tender shares 
  • Respond to legitimate offers to buy the company
  • Invest/monitor plan assets 
  • Provide plan/corporate governance consulting
  • Efficient trust administration including certified reporting

Transactional Trustee Services

Transactional Trustee Services

Transactional Trustee Services

  • ESOP stock purchase transactions (initial or second-stage)
  • Sales of employer stock to third-parties
  • M&A oversight
  • Releverage transactions
  • Capital procurement


Our team has decades of experience serving in key roles of several hundred ESOP transactions.  We have completed transactions involving a broad array of industries and a wide range of com

  • ESOP stock purchase transactions (initial or second-stage)
  • Sales of employer stock to third-parties
  • M&A oversight
  • Releverage transactions
  • Capital procurement


Our team has decades of experience serving in key roles of several hundred ESOP transactions.  We have completed transactions involving a broad array of industries and a wide range of complexity and size.  We routinely work with the most experienced ESOP professionals in the industry.   As a result of our experience, no transaction structure or novel issue is too complex for our team to successfully manage.


Client Management

Transactional Trustee Services

Client Management

We partner with our clients and their advisors to help manage their ESOP’s roadmap based on overall corporate goals and objectives.


  • Periodic meetings with management/board/committee
  • Monitor repurchase liability and sustainability
  • M&A activities
  • Employee communications/ownership culture
  • Corporate governance discussions
  • Executive compensation review
  • Capital financial planning
  • Sustainability projects

Copyright © 2023 Summit Fiduciary Group, LLC - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept