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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

Stressed or Distressed ESOP Companies Have Options in These Unprecedented Times

Across nearly every industry, the COVID-19 pandemic has had an immediate and significant impact on business operations and balance sheets. The rules are …

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Resources

Through The Eyes of a Business Owner: Why I Chose an ESOP

This presentation was originally recorded for the National Center for Employee Ownership’s 2020 Annual Conference. In this panel moderated by Keith Apton of The Capital …

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News

Kenneth J. Wanko Joins SES ESOP Strategies as Managing Director

Firm expands into the Western United States BALA CYNWYD, PA, July 2, 2020 – Kenneth J. Wanko has joined SES ESOP Strategies as …

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News

SBA Issues Revisions to Loan Forgiveness Interim Final Rule and SBA Loan Review Procedure Interim Final Rule

June 25, 2020 On June 22, 2020, the SBA released new guidance (the “Revision”) titled Interim Final Rule on Revisions to Loan Forgiveness …

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News

Susan Halevi Presents Webinar for the Vermont Center for Employee Ownership

HINGHAM, MA, June 17, 2020 – Susan Halevi of SES ESOP Strategies co-presented a webinar hosted by the Vermont Center for Employee Ownership …

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News

Much Anticipated PPP Flexibility Act Signed Into Law

June 5, 2020 On June 5, 2020, President Trump signed the Paycheck Protection Program Flexibility Act of 2020 (the “PPP Flexibility Act”). This …

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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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News and Events

Stressed or Distressed ESOP Companies Have Options in These Unprecedented Times

Across nearly every industry, the COVID-19 pandemic has had an immediate and significant impact on business operations and balance sheets. The rules are …

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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.