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Sell Your Business
How much is your business worth? Which exit strategy is the best fit for you, your company, your employees and your personal legacy? SES can help find the answers.
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ESOP Life Cycle
If you are an executive at an ESOP company, you likely need support with a number of ESOP-related challenges. SES Advisors offers services and expertise for every stage of the ESOP life cycle.
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Full Service TPA
HR administrators are continually challenged to address a range of compliance requirements. SES Advisors can help keep your company’s ESOP’s and 401k’s on track.
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Advisors
Are you a CPA, attorney, financial services or other trusted advisor? We seek to work with your organization and embrace a strategic and responsible approach to ESOP’s.
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Our Clients Speak For Us
SES Advisors played a critical role in helping Modern make the transition from a family-owned business established in 1946 to a company now 100% owned by its 300+ employees. Jim Steiker and SES Advisors tailored Modern’s plan to address not only the various interests and concerns of our stakeholders, but also the effect it would have on the long-term benefits structure and financial stability of the company. We thought so highly of Jim that we asked him to serve on our board of directors. I personally value not only his technical expertise, but also his insight into the specific needs of our business. Dave Griffith, President, Chief Executive Officer & Director, Modern Group
About Us
SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using Employee Stock Ownership Plans (ESOPs). Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes.
To that end, we strive to provide the highest quality, most comprehensive ESOP consulting and recordkeeping services to help our clients in achieving their goals for their ESOPs. We also offer 401(k) consulting and recordkeeping services.

SES Advisors has one of the nations largest core groups of ESOP attorneys, consultants, bankers and recordkeeping administrators, with offices in Pennsylvania, New Jersey, New York, Rhode Island, Vermont, Massachusetts, Illinois, Indiana, Virginia and Texas.

Learn More About SES

News & Events

Jim Steiker to Present at the NSGA Management Conference and Team Dealer Summit in Indian Wells, CA

Date: April 27-30, 2014Location: Hyatt Regency Indian Wells Resort & Spa, 44600 Indian Wells Lane,…

SES to Sponsor and Jim Steiker, Tabitha Croscut, & Steve Greenapple to Present at the NCEO Employee Ownership Conference in Atlanta, GA

Date: April 8-10, 2014Location: The Atlanta Marriott Marquis Hotel, 265 Peachtree Center Ave., Atlanta…

Resources
  • ESOP Administration Pitfalls
  • ESOP Accounting
  • Employee Ownership as an Engine of Innov...
  • 1042 Rollovers & Qualified Replacement P...
  • Using ESOPs in a Tough Economy
  • Transitioning Your Business - Do You Hav...
  • Introduction to ESOPs
  • Internal or External Ownership Transitio...
  • Estate Planning Using ESOPs: A Case Stud...
  • ESOPs for Mission-Driven Businesses
  • Business Succession Planning for Enginee...
  • Understanding ESOPs
  • The ABCs of ESOPs
  • Selling In: Liquidity & Succession Using...
  • Mutual Benefits
  • Infographic: What is an ESOP?
  • How to Exit Different Sized Businesses
  • How an ESOP Can Help You Achieve Your Su...
  • Everything You Need to Know About ESOPs
  • ESOPs: A Business Succession Planning To...
  • ESOPs in Business Succession Planning
  • Companies See Benefits of Employee Owner...
  • Co-Ops and ESOPs Offer Strengths and Cha...
  • Business Succession Planning and the ESO...
  • Business Succession Planning & ESOPs
  • 8 ESOP Myths Debunked
  • 4 Signs That You May Be Ready to Plan fo...
  • 4 Signs That You May be Ready to Plan f...
  • Using ESOPs as an Acquisition Strategy
  • ESOP Structure Case Studies: How to Meet...
  • Demystifying Warrants - How & Why are th...
  • Anatomy of an ESOP Transaction
  • Your Sellability Score
  • Warrants in ESOP Transactions
  • The ESOP Blindside And How to Protect It
  • Profiles in Growth - A Whitepaper from T...
  • Is an ESOP Right for You?
  • Inside Eileen Fishers Employee Stock Pla...
  • Infographic: ESOPs in Seven Sentences
  • ESOPs in S Corporations
  • ESOP Plans Let Founders Cash Out
  • ESOP Participants and Shareholder Rights
  • ESOP Case Study: Organically Grown Compa...
  • Crafting a Business Owned by Its Workers
  • Battle Royale: ESOPs vs. 3rd Party Sale
  • Are ESOPs Really More Complex Than Other...
  • Second-Stage Transactions/Mature ESOPs
  • Lifecycle of an ESOP
  • ESOP Legal Pitfalls
  • ESOP Administration: Rebalancing and Res...
  • DOL Investigations of ESOP Companies
  • Corporate Governance of ESOP Companies
  • Are You Ready for Year-End?
  • Why Is My Record Keeper Asking for That?
  • Who is a Part of Your Exit Planning Conv...
  • What You Need To Know About Your ESOP Ta...
  • Utilizing 401(k) Matching Contributions ...
  • Using Warrants in ESOP Transactions
  • Teamwork: Plan Sponsor & ESOP Recordkeep...
  • Partial Plan Terminations & Their Impact...
  • Nuts & Bolts of ESOP Sustainability
  • Legal Update
  • ESOP Fiduciary Committees
  • ESOP Case Study: Nobis Engineering
  • Client Alert: September 2013
  • Client Alert: November 2011
  • Client Alert: November 2010
  • Client Alert: November 2009
  • Client Alert: November 2008
  • Client Alert: November 2007
  • Client Alert: March 2013
  • Client Alert: March 2011
  • Client Alert: June/July 2007
  • Client Alert: June 2008
  • Client Alert: July 2010
  • Client Alert: February 2009
  • Client Alert: December 2013
  • Client Alert: December 2012 - 25th Anniv...
  • Client Alert: August 2012
  • Client Alert: August 2011
  • Client Alert: August 2009
  • Advisory Committee on Administration
  • Using ESOPs in a Tough Economy
  • Using ESOPs as an Acquisition Strategy
  • Transitioning Your Business - Do You Hav...
  • Second-Stage Transactions/Mature ESOPs
  • Lifecycle of an ESOP
  • Introduction to ESOPs
  • Internal or External Ownership Transitio...
  • Estate Planning Using ESOPs: A Case Stud...
  • ESOPs for Mission-Driven Businesses
  • ESOP Legal Pitfalls
  • ESOP Administration: Rebalancing and Res...
  • DOL Investigations of ESOP Companies
  • Demystifying Warrants - How & Why are th...
  • Corporate Governance of ESOP Companies
  • Business Succession Planning for Enginee...
  • Are You Ready for Year-End?
  • Your Sellability Score
  • Why Is My Record Keeper Asking for That?
  • Who is a Part of Your Exit Planning Conv...
  • What You Need To Know About Your ESOP Ta...
  • Warrants in ESOP Transactions
  • Utilizing 401(k) Matching Contributions ...
  • Using Warrants in ESOP Transactions
  • Understanding ESOPs
  • The ESOP Blindside And How to Protect It
  • The ABCs of ESOPs
  • Teamwork: Plan Sponsor & ESOP Recordkeep...
  • Selling In: Liquidity & Succession Using...
  • Profiles in Growth - A Whitepaper from T...
  • Partial Plan Terminations & Their Impact...
  • Nuts & Bolts of ESOP Sustainability
  • Mutual Benefits
  • Legal Update
  • Is an ESOP Right for You?
  • Inside Eileen Fishers Employee Stock Pla...
  • Infographic: What is an ESOP?
  • Infographic: ESOPs in Seven Sentences
  • How to Exit Different Sized Businesses
  • How an ESOP Can Help You Achieve Your Su...
  • Everything You Need to Know About ESOPs
  • ESOPs: A Business Succession Planning To...
  • ESOPs in S Corporations
  • ESOPs in Business Succession Planning
  • ESOP Plans Let Founders Cash Out
  • ESOP Participants and Shareholder Rights
  • ESOP Fiduciary Committees
  • ESOP Case Study: Organically Grown Compa...
  • ESOP Case Study: Nobis Engineering
  • Crafting a Business Owned by Its Workers
  • Companies See Benefits of Employee Owner...
  • Co-Ops and ESOPs Offer Strengths and Cha...
  • Client Alert: September 2013
  • Client Alert: November 2011
  • Client Alert: November 2010
  • Client Alert: November 2009
  • Client Alert: November 2008
  • Client Alert: November 2007
  • Client Alert: March 2013
  • Client Alert: March 2011
  • Client Alert: June/July 2007
  • Client Alert: June 2008
  • Client Alert: July 2010
  • Client Alert: February 2009
  • Client Alert: December 2013
  • Client Alert: December 2012 - 25th Anniv...
  • Client Alert: August 2012
  • Client Alert: August 2011
  • Client Alert: August 2009
  • Business Succession Planning and the ESO...
  • Business Succession Planning & ESOPs
  • Battle Royale: ESOPs vs. 3rd Party Sale
  • Are ESOPs Really More Complex Than Other...
  • Advisory Committee on Administration
  • 8 ESOP Myths Debunked
  • 4 Signs That You May Be Ready to Plan fo...
  • 4 Signs That You May be Ready to Plan f...
  • Your Sellability Score
  • Why Is My Record Keeper Asking for That?
  • Who is a Part of Your Exit Planning Conv...
  • What You Need To Know About Your ESOP Ta...
  • Warrants in ESOP Transactions
  • Utilizing 401(k) Matching Contributions ...
  • Using Warrants in ESOP Transactions
  • Understanding ESOPs
  • The ESOP Blindside And How to Protect It
  • The ABCs of ESOPs
  • Teamwork: Plan Sponsor & ESOP Recordkeep...
  • Selling In: Liquidity & Succession Using...
  • Profiles in Growth - A Whitepaper from T...
  • Partial Plan Terminations & Their Impact...
  • Nuts & Bolts of ESOP Sustainability
  • Mutual Benefits
  • Legal Update
  • Is an ESOP Right for You?
  • Inside Eileen Fishers Employee Stock Pla...
  • Infographic: What is an ESOP?
  • Infographic: ESOPs in Seven Sentences
  • How to Exit Different Sized Businesses
  • How an ESOP Can Help You Achieve Your Su...
  • Everything You Need to Know About ESOPs
  • ESOPs: A Business Succession Planning To...
  • ESOPs in S Corporations
  • ESOPs in Business Succession Planning
  • ESOP Plans Let Founders Cash Out
  • ESOP Participants and Shareholder Rights
  • ESOP Fiduciary Committees
  • ESOP Case Study: Organically Grown Compa...
  • ESOP Case Study: Nobis Engineering
  • Crafting a Business Owned by Its Workers
  • Companies See Benefits of Employee Owner...
  • Co-Ops and ESOPs Offer Strengths and Cha...
  • Client Alert: September 2013
  • Client Alert: November 2011
  • Client Alert: November 2010
  • Client Alert: November 2009
  • Client Alert: November 2008
  • Client Alert: November 2007
  • Client Alert: March 2013
  • Client Alert: March 2011
  • Client Alert: June/July 2007
  • Client Alert: June 2008
  • Client Alert: July 2010
  • Client Alert: February 2009
  • Client Alert: December 2013
  • Client Alert: December 2012 - 25th Anniv...
  • Client Alert: August 2012
  • Client Alert: August 2011
  • Client Alert: August 2009
  • Business Succession Planning and the ESO...
  • Business Succession Planning & ESOPs
  • Battle Royale: ESOPs vs. 3rd Party Sale
  • Are ESOPs Really More Complex Than Other...
  • Advisory Committee on Administration
  • 8 ESOP Myths Debunked
  • 4 Signs That You May Be Ready to Plan fo...
  • 4 Signs That You May be Ready to Plan f...
  • Using ESOPs in a Tough Economy
  • Using ESOPs as an Acquisition Strategy
  • Transitioning Your Business - Do You Hav...
  • Second-Stage Transactions/Mature ESOPs
  • Lifecycle of an ESOP
  • Introduction to ESOPs
  • Internal or External Ownership Transitio...
  • Estate Planning Using ESOPs: A Case Stud...
  • ESOPs for Mission-Driven Businesses
  • ESOP Structure Case Studies: How to Meet...
  • ESOP Legal Pitfalls
  • ESOP Administration: Rebalancing and Res...
  • DOL Investigations of ESOP Companies
  • Demystifying Warrants - How & Why are th...
  • Corporate Governance of ESOP Companies
  • Business Succession Planning for Enginee...
  • Are You Ready for Year-End?
  • Anatomy of an ESOP Transaction