Establish an ESOP

Our team of experienced ESOP professionals can integrate the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and management.

If you have made the strategic decision to initiate the design and installation of an Employee Stock Ownership Plan (ESOP), consider asking SES Advisors to support you. Our team of experienced ESOP professionals can integrate the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and management.

We welcome the opportunity to learn more about your company and your goals for an ownership transition through an ESOP. To help you in choosing the right advisor for your business, we invite you fill out this brief form below so that we can get started learning more about you and your business.