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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

Expanded Economic Relief Programs for Small Businesses Under the Coronavirus Aid, Relief and Economic Security Act

March 30, 2020 On Friday, March 27, 2020, President Donald J. Trump signed H.R.748, the “Coronavirus Aid, Relief, and Economic Security Act” or …

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Practical Considerations for Businesses in the COVID-19 Era

March 24, 2020 In this period of economic uncertainty and rapidly changing rules and regulations, we have put together some practical advice for …

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Interim Valuation Dates & COVID-19’s Impact on 2019 Calendar Year-End ESOP Valuations

COVID-19’s Grave Effect COVID-19 has brought the U.S. economy to a screeching halt, with many businesses needing to close their doors to act …

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COVID-19: An Update On Our Preparations

March 17, 2020 The health and safety of our clients and colleagues is our primary concern as we closely monitor the COVID-19 pandemic. …

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PaCEO Executive Director and CEO Featured in Smart Business Dealmakers Pittsburgh

Kevin McPhillips, Executive Director and CEO of the Pennsylvania Center for Employee Ownership, is featured in a recent article in Smart Business Dealmakers …

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James G. Steiker Presents at NCEO’s “Is an ESOP Right for You?” Seminar

Mr. Steiker presented on ESOP Transaction Structures James G. Steiker, Chairman of SES ESOP Strategies, presented at the NCEO’s “Is an ESOP Right for …

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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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News and Events

Expanded Economic Relief Programs for Small Businesses Under the Coronavirus Aid, Relief and Economic Security Act

March 30, 2020 On Friday, March 27, 2020, President Donald J. Trump signed H.R.748, the “Coronavirus Aid, Relief, and Economic Security Act” or …

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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?