This week, managing attorney Brian Eagle, traveled to Milwaukee for the 2026 NCEO (National Center for Employee Ownership) Conference! Brian served as moderator for the ESOP Trivia Challenge where three subject-matter experts led categories aligned with their areas of expertise: corporate finance, ESOP trust strategy,...
Brian stepped out of the office to join Indiana Trust Wealth Management Shareholders as they celebrated being an employee owned company and honored Dr. Donald Lane as he retired from the Board of Directors! Congratulations! ...
This week, enjoy an article on Business Transactions Brian wrote for the WealthCounsel Quarterly that was published May 23, 2024. Business Transitions with Employee Stock Ownership Plans 05/23/24 | WealthCounsel Quarterly | Brian Eagle Transferring a family business can be one of the trickiest aspects of estate planning. There are multiple...
To learn more about Employee Ownership or if an ESOP might be right for your company, visit https://eagleandfein.com/our-services/employee-stock-ownership-plan/ or give us a call! #EmployeeOwnership #ESOP #BusinessPlanning ...