ESOP Solutions

SES ESOP Strategies offers ESOP solutions and expertise for every stage of the ESOP life cycle.

SES ESOP Strategies offers ESOP solutions and expertise for every stage of the ESOP life cycle.

Is an ESOP Right for Your Company?

How much of your net worth is tied up in your business? If your answer is a large percentage, you’re probably wondering how you can transfer this wealth to the next generation of entrepreneurs, while attracting, rewarding and retaining valuable employees. Employee Stock Ownership Plans (ESOPs) are the hottest new trend in American business.

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Establish an ESOP

If you have made the strategic decision to initiate the design and installation of an ESOP, consider asking SES ESOP Strategies 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.

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Keep My ESOP On Track

If your company has already established an ESOP, congratulations on completing the process and realizing some of the potential benefits of an ESOP. Moving forward, it is important to keep your plan on track ensuring that it remains in compliance with Internal Revenue Service and Department of Labor regulations.

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Ownership Transition Options

If you are a successful entrepreneur and particularly if you are nearing retirement you may be facing some common decisions: How can you diversify your wealth by creating cash for the business you have built? And, how can you create an effective succession plan for your enterprise?

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Solutions by Role

In a U.S. ESOP, just as in every other form of qualified pension plan, employees do not pay taxes on contributions until they receive a distribution from the plan when they leave the company. They can roll over the amount into an IRA, as can participants in any qualified plan.

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