Why Companies Choose Employee Ownership
When planning an exit or liquidity event, owners often consider selling to a third party, family, or management. But family members may lack interest or ability, and management may not have the resources.
For those wanting to preserve their legacy, keep the business local, or stay involved post-sale, an Employee Stock Ownership Plan (ESOP) offers a compelling alternative.
Benefits of an ESOP
An ESOP is a sale of the business to a retirement trust that benefits the company’s employees. It provides economic value to the owner along with ESOP benefits not typically available in a third-party sale. The six videos below highlight key ESOP advantages for business owners, employees, and communities.
Part 1 of our 6-part ESOP Education Series: Keeping Your Business Thriving After Exit
Can you sell your business and still protect its mission, culture, and people? Learn how an ESOP can provide a smooth exit—and a lasting legacy.
Part 2 of our 6-part ESOP Education Series: Boosting Employee Morale & Productivity
Want to inspire your team—now and long after you exit? Learn how an ESOP can drive motivation by giving employees real ownership.
Part 3 of our 6-part ESOP Education Series: Unlocking Significant Tax Benefits
Looking for major tax advantages when selling your business? Learn how an ESOP can benefit you, your company, and your employees.
Part 4 of our 6-part ESOP Education Series: A Flexible Structure Built Around You
Looking for flexibility when selling your business? Discover how an ESOP can support gradual transitions or full exits—on your terms.
Part 5 of our 6-part ESOP Education Series: Attract and Retain Top Talent
Want to keep your best people? Learn how an ESOP can help you attract and retain talent—without raising salaries or changing your culture.
Part 6 of our 6-part ESOP Education Series: Keep Communities Thriving
What if your exit could strengthen—not disrupt—your community? Learn how an ESOP helps keep jobs local and values intact for lasting impact.
SES ESOP Strategies’ Services
SES ESOP Strategies and its affiliates provide a complete range of financial and consulting services to companies considering ESOPs and to established ESOPs. As the preeminent provider throughout the ESOP life cycle, we take a uniquely strategic and responsible approach to maximize value for owners, their companies, and their employees. With guidance from SES ESOP Strategies, an ESOP can support an ownership transition that delivers sustainable benefits to all stakeholders.
Backed by multidisciplinary expertise in legal, finance, investment, banking, tax, and ERISA, SES ESOP Strategies delivers a full range of ESOP services.
- We help companies determine whether and how to establish and finance new ESOPs
- We help companies manage follow-on transactions and evaluate and address mature ESOP issues
- We help companies with ongoing ESOP maintenance, including annual valuations, compliance, and administration support
Since 1987, our professionals have advised companies and management teams on employee ownership options, helping implement employee stock ownership plans to maximize ESOP benefits. SES ESOP Strategies’ strategic, experience-driven approach supports successful, long-term ESOP solutions.