Company Overview: SES ESOP Strategies
SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial, investment banking and legal professionals to assist companies in creating and maintaining successful, sustainable employee ownership results throughout the entire ESOP lifecycle. We balance the needs of owners, managers, the company and its employees to ensure long-term corporate sustainability with substantial employee ownership.
As the preeminent ESOP consulting company providing services to companies in all stages of employee ownership, SES ESOP Strategies takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees.
With guidance from our ESOP consultants and attorneys, who work for our affiliated firm, Stevens & Lee, PC, an ESOP can support a succession strategy and ownership transition that delivers sustainable benefits to all stakeholders. Our cross-disciplinary approach integrates legal, finance, banking, tax and ERISA expertise, allowing SES ESOP Strategies to deliver a full range of ESOP consulting, design, legal and financial services.
Helping Clients Make an Exit Plan
We strive to provide the highest quality, most comprehensive ESOP services to help our clients in achieving their goals for their ESOPs. Supporting clients through the entire ESOP lifecycle, our ESOP consultants, lawyers and investment bankers help companies determine whether and how to establish and finance new ESOPs, and assist established ESOPs manage follow-on transactions and address mature ESOP issues.
We also advise ESOP companies contemplating selling and advise trustees as they consider the best interests of the ESOP’s beneficiaries. Whether you are at the beginning of developing a succession strategy or ready to explore further options for your existing ESOP, we can help.
ESOP Experience You Can Trust
SES ESOP Strategies has one of the nation’s largest core groups of ESOP lawyers, consultants and financial advisors with offices in Pennsylvania, Florida, New York, New Jersey, Massachusetts, Texas and Colorado. Our ESOP consultants, attorneys and financial professionals average more than two decades of experience working with ESOPs. Our depth and breadth of experience set us apart from other ESOP consulting companies.
The professionals at SES ESOP Strategies have implemented ESOPs for more than 500 companies and have completed more than 1,000 ESOP-related transactions. We work with companies nationwide across all industries not only to install their plans, but also to forge partnerships throughout the ESOP lifecycle.
Our Mission
SES ESOP Strategies creates and maintains successful and sustainable business transitions to employee ownership.
We offer comprehensive ESOP solutions to clients throughout the United States, and are proud of our client retention rate. Our professionals average more than 20 years of experience working with companies in the early stages of ESOP exploration and feasibility through implementation, sustainability, acquiring other companies and even through the process of selling an ESOP company. Our ESOP professionals provide ESOP consulting services as the employee stock ownership plans are developed, implemented and sustained.