Education and Partnership You Can Trust
SES ESOP Strategies seeks to work with organizations that embrace a strategic and responsible approach to Employee Stock Ownership Plans (ESOPs). If you refer a client to us, we will collaborate with you to help address your client’s needs. You can count on SES ESOP Strategies to work for and with you. The same holds true of our sister law firm, Stevens & Lee, which can serve as counsel for the selling owner, trustee or for the company itself.
Supporting Your Clients
An increasing number of Baby Boomer business owners are now exploring and conducting ownership transitions and succession plans. Consequently, you may be receiving more inquiries about ESOPs, and you may need to identify an ESOP advisor to support your client’s needs.
At SES ESOP Strategies, we welcome the opportunity to serve as a trusted advisor for your clients who are seeking:
- Expert, consultative support in exploring whether and how to establish and finance an ESOP
- Cross-disciplinary guidance through the process of establishing a new ESOP, executing follow-on transactions or addressing other mature ESOP challenges
- Expert administration and record keeping services covering a full range of ESOP and 401(k) plan requirements
Supporting Your Firm
We welcome the opportunity to partner with CPAs, financial planners, bankers and other professional advisors. We recognize that ESOPs can be complex, and we are committed to helping you and your clients navigate the intricacies of a transaction.
Contact us to schedule an in-house briefing for your firm. Our ESOP experts will deliver an introduction to ESOPs seminar, and can also provide education on ESOP accounting. Such briefings can be informal, or they can count toward continuing education credits for CPAs* and financial planners.