Peggy Hart, Principal and Chief Financial Officer, O’Donnell & Naccarato

Adopting an ESOP is a complicated transaction that involves many parties, and as a professional service firm we recognize the value of selecting the appropriate team and the importance of building long-term relationships. Selecting experts such as SES Advisors to design and implement our ESOP was an excellent decision, and SES has navigated us through every aspect of the ownership transition process. From the beginning, we have benefited from our working relationship with the firm’s outstanding people and, as our ESOP matures, we continue to rely on SES Advisors’ expertise and guidance