Why SES ESOP Strategies?

SES ESOP Strategies takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees.

Some Employee Stock Ownership Plan (ESOP) advisors offer one-size-fits-all solutions.

Others sacrifice a company’s long-term prosperity for short-term results.

As the preeminent provider of services throughout the ESOP life cycle, SES ESOP Strategies takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees. With expert guidance from SES ESOP Strategies, an ESOP can support an ownership transition that delivers sustainable benefits to all stakeholders.

With a cross-disciplinary approach that integrates legal, finance, banking, tax and ERISA expertise, SES ESOP Strategies delivers a full range of ESOP and 401(k) services:

  • We help companies determine whether and how to establish and finance new ESOPs.
  • We help companies manage follow-on transactions and evaluate and address mature ESOP issues.
  • We manage a variety of ESOP and 401(k) reporting and compliance requirements.

Is an ESOP right for you?

Fill out this short form to speak with an ESOP Expert from SES ESOP Strategies.