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ESOP Consultants and Advisors

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Why SES ESOP Strategies?

Founded by the industry’s leading ESOP professionals, we deliver a customized, multidisciplinary approach to helping our clients achieve their goals for their ESOPs.

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Working With SES

From Start To Finish

Steps for Implementing an ESOP

Ready to enjoy the benefits of employee ownership? We'll take you through the entire process. Let us help you get started.

ESOP Implementation
Established ESOPs

Do You Already Have an ESOP?

We've been managing ESOPs for 30 years, long before they were fashionable. You'll notice the difference immediately.

ESOP Financing

News and Events

News

James G. Steiker Presents at Rutgers NJ/NY Center for Employee Ownership’s ESOP and Equity Compensation Conference

BALA CYNWYD, PA, Nov. 5, 2019 – James G. Steiker, President and CEO of SES ESOP Strategies, spoke at the Rutgers NJ/NY Center …

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SES ESOP Strategies’ Client NewAge Industries Celebrates 100 Percent Employee Ownership

Want to know what ownership culture looks like? This video by SES client NewAge Industries, Inc. provides great insight. The company just celebrated …

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ESOPs: A Balanced Option for Closely-Held and Family Business Succession Planning

The following article was published in the Fall 2019 Edition of the Pennsylvania Bar Association Business Law Section Bulletin. by Sean-Tamba Matthew, Esq. …

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Avery M. Chenin Presents at the Great Lakes Regional ESOP Conference

CLEVELAND, OH, October 23, 2019 – Avery M. Chenin of SES ESOP Strategies spoke at the 5th Annual Great Lakes Regional ESOP Conference …

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Susan Halevi Presents at The ESOP Association’s New England Chapter Annual Fall ESOP Conference

HINGHAM, MA, Oct. 16, 2019 – Susan Halevi of SES ESOP Strategies spoke at The ESOP Association’s New England Chapter Annual Fall ESOP …

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Edward C. Renenger Presents at NCEO “Is an ESOP Right for You?” Event

READING, PA, Oct. 11, 2019 – Edward C. Renenger, COO of SES ESOP Strategies, spoke at the National Center for Employee Ownership’s “Is …

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Knowledge Center

Just starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our free Knowledge Center will get you up to speed.

Can an S Corporation Adopt an ESOP?

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How Do I Set Up an ESOP?

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Are ESOPs Expensive to Set Up and Administer?

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Knowledge Center

Just starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our free Knowledge Center will get you up to speed.

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Improving Shareholder Liquidity, Employee Performance through ESOPs

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ESOP Attorney — How to Hire One and Why It Matters

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Do I Lose Control Of The Company In An ESOP Transaction?

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Who Are ESOP Fiduciaries and What Are Their Responsibilities?

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Are ESOP Accounts Required to Be Fully Invested in Company Stock?

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Can an S Corporation Adopt an ESOP?

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How Do I Set Up an ESOP?

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Are ESOPs Expensive to Set Up and Administer?