It has been an incredibly busy year for ESOPs in 2022, so we are a bit behind with our year-end wrap-up. We did, however, want to finally take a moment to provide an update about the work we did in 2021 for our clients. 2022 is continuing this blistering pace, and we look forward to another successful year of helping our clients achieve their goals.
Here are a few highlights from 2021:
Like in preceding years, this data reflects an annual increase in completed ESOP transactions and continued growth for SES ESOP Strategies, as well as success for our clients and employee ownership.
Congratulations to our clients who are fulfilling their ESOP goals. Thank you for selecting the team at SES ESOP Strategies to be your advisors throughout your journey. We will continue to give you our very best to earn and keep your trust and your business.
For more information, please contact Jim Steiker, Chairman, at 215.508.5643 or Ed Renenger, President and CEO, at 610.478.2238.