Speakers

Richard Heeter

Managing Director / 1961

Rich is the founder and managing director of Capital Trustees, LLC., a national independent trustee and fiduciary firm with offices in Harrisburg, Pennsylvania and Boston. Rich is engaged for ESOP transactions as well as annual service engagements, and has served as an ESOP trustee for more than 10 years. Prior to forming Capital Trustees in 2012, Rich was in the financial services industry for more than 25 years, specializing in retirement plans and business succession.

Sessions

Somebody Wants to Buy My ESOP Company … Now What?