Episode Synopsis "What’s Next 1-on-1: The Role of an ESOP Trustee"

This month, we’re joined by our very first guest on the podcast, Mike Flesch of Alerus Financial. In his role with Alerus, Mike serves as the independent and institutional trustee for a number of employee-owned companies, and he stopped by the studio (office) to talk with Chris Kramer about what an ESOP trustee does, how to select a trustee if you’re planning to implement an ESOP, and some of the ways leadership teams and trustees can work together to help their companies maximize the benefits of an ESOP.

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More episodes of the podcast What's Next Hosted by Acuity Advisors

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• Q4 ESOP Update: Topics, Trends & Takeaways from the CAWS Conference
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• Key Takeaways from the NCEO National Conference
• Valuation Updates in a Post-Pandemic Economy
• What’s Next 1-on-1: The Role of an ESOP Trustee
• Dealing Through the Pandemic: 5 Ways COVID is Changing M&A
• Getting from A to ESOP
• You’ve Been Approach by a Buyer - Now What?
• What’s the Deal with ESOP?
• Getting Over the Goal Line (an M&A Case Study)
• What’s the Deal with Investment Bankers