About Capital Trustees, LLC Capital Trustees was formed to provide independent trustee and fiduciary services specifically for ESOPs. The principals of Capital Trustees have a combined 60+ years business experience serving clients of all sizes and all types of industries. Rich Heeter has been working with ESOP and family owned companies as a financial consultant…
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Bret Keisling
1422 G●●●●●●n Road
Har●●●urg , Pennsylvania, 17110
United States
View this contact
Bret Keisling
1422 G●●●●●●n Road
Har●●●urg , Pennsylvania, 17110
United States
View this contact
Bret Keisling
1422 G●●●●●●n Road
Har●●●urg , Pennsylvania, 17110
United States
View this contact
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Capital Trustees, LLC | Serving the ESOP Community | captrustees.com Reviews
https://captrustees.com
About Capital Trustees, LLC Capital Trustees was formed to provide independent trustee and fiduciary services specifically for ESOPs. The principals of Capital Trustees have a combined 60+ years business experience serving clients of all sizes and all types of industries. Rich Heeter has been working with ESOP and family owned companies as a financial consultant…
captrustees.com
Representative Transactions | Capital Trustees, LLC
http://captrustees.com/representative-transactions
About Richard A. Heeter. The Principals of Capital Trustees, LLC have been involved in all types and sizes of ESOP transactions as independent fiduciaries and trustees. Additionally, we have served as ongoing trustees to a variety of businesses. Following is a representative sampling of recent engagements:. Of 100% of Family Business to ESOP. Minority Interest Sale to ESOP. Service and Distribution Company. Sale of Company to Third Party:. Inter-Related Party Sale of Property:. Vortex Theme by WPVortex.
Fees | Capital Trustees, LLC
http://captrustees.com/fee-structure
About Richard A. Heeter. Fees are designed to further our mission to provide personalized attention and flexibility to client needs at reasonable fees. We do not have the overhead or banking regulation/oversight and bureaucracy that larger firms have, so our fees are generally less, sometimes substantially less. We do not operate by committee. Principals Rich Heeter. Each engagement is custom-priced to provide the best value for the services rendered. Vortex Theme by WPVortex.
About Bret Keisling | Capital Trustees, LLC
http://captrustees.com/managing-directors/about-bret-keisling
About Richard A. Heeter. Bret Keisling is a founder and Managing Director of Capital Trustees, LLC. Bret first became involved in the ESOP community in 2008 while serving as outside counsel to a privately-owned, 50-employee company that became a 100% ESOP. After concluding the transaction, Bret was recruited to join the company first as Senior Vice President and General Counsel, and then as President. In early 2012, Bret left the employee-owned company and formed The Keisling Law Offices.
News | Capital Trustees, LLC
http://captrustees.com/news
About Richard A. Heeter. PA/DE and NY/NJ Chapters – 2016 Multi-State Conference. Capital Trustees will be presenting at the PA/DE and NY/NJ Chapters – 2016 Multi-State Conference. At the Mohegan Sun in Wilkes-Barre PA on September 14-15 2016. For more information about the conference contact Sue Crockett at scrockett@esopexec.org – 612.872.4375 or Shelly Dennis at sdennis@esopexec.org – 603.667.3837. The following upcoming events are tentatively on our calendar, with more details to come! Tabitha Croscut...
Managing Directors | Capital Trustees, LLC
http://captrustees.com/managing-directors
About Richard A. Heeter. Share duties as co-Managing Trustees. Vortex Theme by WPVortex.
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Testimonials Reviews | ESOP Plus, the NEXT GENERATION of ESOP
http://esopplus.com/testimonials
ESOP A to Z. Click on company names to view websites.). MIRROR SHOW MANAGEMENT INC. Donna Schultz, President. CAPITAL TRUSTEES, LLC. Rich Heeter and Bret Keisling,. PENDO ADVISORS, LLC. SYNERGY GLOBAL SOLUTIONS, INC. BUTLER/TILL MEDIA SERVICES, INC. Tracy Till, CEO. ESOP Plus on Exit Plan TV. February 19, 2016. An ESOP the Right Way with Richard Glassman on Prosperity Talk. February 5, 2016. Business Owner’s Retirement Planning. September 10, 2015. Latest email sign up.
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Capital Trustees, LLC | Serving the ESOP Community
About Richard A. Heeter. The Twelve Days of ESOPs. About Capital Trustees, LLC. Was formed to provide independent trustee and fiduciary services specifically for ESOPs. The principals of Capital Trustees. Have a combined 60 years business experience serving clients of all sizes and all types of industries. Has been working with ESOP and family owned companies as a financial consultant and retirement /exit planning advisor for 30 years. He has been active as an ESOP Trustee since 2008. Our engagements com...
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CapTrust Financial Advisors Home
Manning Your Financial Future. Manning Your Financial Growth. Manning Your Financial Security. Many in the current generation of retirees do not have the financial security afforded by long term pensions. In the world of 401(k)s and IRAs, you must first generate and then manage your own retirement income. We specialize in retirement planning and will work with you to define and enjoy your retirement. Our comprehensive approach starts with an evaluation of your current financial situation. Mark joined Cap...
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Elcome to Capital Trust Finance. Distressed companies face an uphill battle when determining strategies for restoring profitability. To address financial and operating difficulties, it's necessary to take swift, appropriate measures. 821 West Benfield Road, Suite 15. Severna Park, MD, 21146.
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