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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.

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News and Events

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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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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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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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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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Paycheck Protection Program Loans: Forgiveness

May 28, 2020 Recently, the U.S. Small Business Administration (SBA) released its overdue Paycheck Protection Program (PPP) Loan Forgiveness Application and an Interim …

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Avery M. Chenin Featured in Ohio Employee Ownership Center’s Owners at Work Podcast

CLEVELAND, OH, May 28, 2020 – Avery M. Chenin of SES ESOP Strategies was the featured guest on the most recent episode of …

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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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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.