SES ESOP Strategies offers ESOP solutions and expertise for every stage of the ESOP lifecycle.
Is an ESOP Right for Your Company?
How much of your net worth is tied up in your business? If your answer is a large percentage, you’re probably wondering how you can transfer this wealth to the next generation of entrepreneurs, while attracting, rewarding and retaining valuable employees. Employee Stock Ownership Plans (ESOPs) are the hottest new trend in American business.
According to the National Center for Employee Ownership, the number of business owners implementing ESOPs has surged since 1975. Employee ownership is booming and can be accomplished in a variety of ways. Let SES ESOP Strategies’ experienced ESOP professionals effectively guide you through the process.
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Establish an ESOP
If you have made the strategic decision to initiate the design and installation of an ESOP, consider asking SES ESOP Strategies to support your efforts. Our team of experienced ESOP professionals can integrate the legal, finance, investment banking, tax and ERISA knowledge essential to effective ESOP creation and management.
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Keep My ESOP On Track
If your company has already established an ESOP, congratulations on completing the process and realizing some of the potential benefits of an ESOP. Moving forward, it is important to keep your plan on track to ensure that it remains in compliance with Internal Revenue Service and Department of Labor regulations.
SES ESOP Strategies advises clients on compliance audits and assists with corporate governance issues. Our professionals also work with clients employing an ESOP as an exit strategy to design and implement plan terms tailored to meet company needs and objectives, as well as legal guidelines.
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Ownership Transition Options
If you are a successful entrepreneur and particularly if you are nearing retirement you may be facing some common decisions: How can you diversify your wealth by creating cash for the business you have built? And, how can you create an effective succession plan for your enterprise? Compared to other choices, is an ESOP the best exit strategy?
Each ownership strategy comes with a unique set of advantages and disadvantages. SES ESOP Strategies can help you explore these options and whether or not each is a viable fit for your strategic goals and legacy.
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Solutions by Role
With the complex nature of ESOP implementation and sustainability, a number of stakeholders and third parties are involved. The process likely begins within a company’s leadership, as company owners explore an ESOP as an option. SES ESOP Strategies can provide guidance at this stage and beyond. As is the nature of an ESOP transaction, we work closely with other ESOP professional advisors and have earned the referrals of other companies that help their clients along the ESOP path.
In addition, we have worked for and with numerous ESOP trustees and understand the duties they must uphold. We have also assisted numerous executives at existing ESOP companies with the challenges they face in sustaining their ESOPs and ensuring the greatest ESOP benefits and the best outcomes for their employee owners.
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