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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

Avery M. Chenin Presents at the 3rd Annual Thoroughbred ESOP Conference

CLEVELAND, OH, August 16, 2019 – Avery M. Chenin of SES ESOP Strategies spoke at the 3rd Annual Thoroughbred ESOP Conference hosted by …

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Susan Halevi Presents at NCEO’s “Nuts and Bolts” Event

Susan Halevi Presents at NCEO’s “ESOP Nuts and Bolts: What You Need to Know About Employee Stock Ownership Plans” Event HINGHAM, MA, July …

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Avery M. Chenin Presents at the 33rd Annual Ohio Employee Ownership Conference

CLEVELAND, OH, April 30, 2019 – Avery M. Chenin of SES ESOP Strategies spoke at the 33rd Annual Ohio Employee Ownership Conference on …

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SES ESOP Strategies Professionals Present at NCEO Employee Ownership Conference

READING AND BALA CYNWYD, PA, April 17, 2019 – Six professionals from SES ESOP Strategies spoke at the National Center for Employee Ownership …

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Mark B. Russell Presents at The ESOP Association’s Southwest Chapter Annual Spring Conference and Awards Luncheon

FORT WORTH, TX, April 3, 2019 – Mark B. Russell of SES ESOP Strategies spoke at The ESOP Association’s Southwest Chapter Annual Spring …

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Edward C. Renenger and Sean-Tamba Matthew Present at The ESOP Association’s Pennsylvania/Delaware Chapter Annual Spring Conference

READING AND BALA CYNWYD, PA, April 3, 2019 – Edward C. Renenger, COO, and Sean-Tamba Matthew of SES ESOP Strategies spoke at The …

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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?