Mini-cast 241: ESOP Advisors & Site Visits

Bret Keisling was recently asked at a meeting of employee owners how often ESOP professional advisors should make site visits to their clients' companies. Drawing on his seven years as an ESOP trustee, Bret shares his views on the importance of annual (or more frequent) site visits for trustees, third party administrators, valuation advisors, and even the ESOP lawyers. Site visits serve several purposes including giving insight to the professionals of how the ESOP is perceived by the owners. Perhaps more importantly, it reinforces to the employee owners that the advisors are real professionals who are working for the best interests of the employee owners and the company itself. Watch the video version, read the transcript, and get show notes for this episode on our website at www.EsOpPodcast.com.