As an independent trustee, we play a critical fiduciary role during the formation and execution of ESOP transactions. We work closely with financial and legal advisors to evaluate whether an ESOP structure is viable and in the best interest of the ESOP plan participants. Throughout the transaction, we lead a rigorous due diligence process and oversee independent valuations to determine whether the proposed terms are fair to the plan participants.

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Our role includes actively negotiating the terms of the transaction on behalf of the plan to ensure a fair purchase price and sound deal structure. We coordinate with legal counsel to confirm that all transaction documents meet fiduciary standards and comply with ERISA and other regulatory requirements. Once terms are finalized, we oversee the closing process to ensure the transaction is executed smoothly, transparently, and in a manner that protects the long-term interests of plan participants.