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NEW! - Who Runs Any Corporation?
NEW! - Day-To-Day Management: ESOP Companies
NEW! - The Role of the Board
NEW! - Who Does the Trustee Represent?
NEW! - Trustee Duties in a Nutshell
NEW! - The Board, the Trustee, and the ESOP
How Does An ESOP Help Pay For My Retirement?
Is An ESOP Better Than Other Retirement Programs?
Role of the Employee Stock Ownership Plan Trustee
My Company has an ESOP, Now What?
SHOW ME THE MONEY! Wait, what? I expected more! - coming soon
A bit about allocation- coming soon
Tell me about vesting- coming soon
Transaction process and timeline- coming soon
Videos and Podcasts
NEW! - Welcome to Ventura Trust
NEW! - Should you Sell to the Employees? Taking a closer look at ESOP with Fiduciary, Neil Brozen by Poised for Exit #PoisedForExit
Who is in control of my ESOP - Interview with ESOP trustee - Neil Brozen, Minneapolis, Minnesota by Phillip Hayes, The ESOP Guy
Neil Brozen was interviewed on a podcast, explaining how ESOPs work. Listen to the podcast on their website.
Our new client, Spiars, made this video regarding the ESOP at their company.
NCEO Annual Conference 2021 – Best Practices for Effective Boards of Directors in ESOP Companies