Company Overview: SES Advisors

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 nation’s largest core groups  of ESOP attorneys, consultants, bankers and recordkeeping administrators, with offices in Pennsylvania, New Jersey, New York, Rhode Island, Vermont, Illinois, Indiana, Virginia and Texas.

Our Mission

SES Advisors, Inc. creates and maintains successful and sustainable business transitions to employee ownership.