As you undertake the profound responsibility of steering your organization into its next chapter, choose Aegis to be your ESOP advisor. We are here to guide you!
At Aegis, you’ll find specialists in all essential ESOP transactions and trustee services, including CPAs, attorneys, valuation experts, and administrators. Our well-rounded team works tirelessly to provide a seamless and comprehensive experience, reducing your reliance on third-party providers and the extra fees and difficulties that can come along with them.
Our President and CEO, Robert E. Lesser, Esq. played a pivotal role in developing the industry’s standard protocols with the U.S. Department of Labor (DOL). We are at the forefront of regulatory requirements and possess a deep understanding of a trustee’s fiduciary responsibilities.
We believe in the societal benefits and transformative potental of ESOPs, so we pride ourselves on boutique-style services, offering a personalized and empathetic experience for every client.
While many competitors water down their expertise with multiple offerings, Aegis is fully committed to dedicating our expertise, resources, and passion just to ESOPs.