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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

News

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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Avery M. Chenin Presents at The ESOP Association’s Ohio/Kentucky Chapter Annual Spring Conference

CLEVELAND, OH, March 22, 2019 – Avery M. Chenin of SES ESOP Strategies spoke at The ESOP Association’s Ohio/Kentucky Chapter Annual Spring Conference …

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SES ESOP Strategies Reports 23 Closed Transactions in the Fourth Quarter of 2018

In the fourth quarter of 2018, SES ESOP Strategies helped numerous companies achieve their Employee Stock Ownership Plan (ESOP) goals. The highlights include: …

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Forbes Article Highlights Several Benefits of Selling to Employees Using an ESOP

With the goal of improving corporate culture, President and CEO of HB McClure Bob Whalen chose a path that was unexpected by his …

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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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How Does the ESOP Benefit the Stockholders?

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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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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?

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How Does the ESOP Benefit the Stockholders?