Client Services

Our Process

ESOPs can be complex, but the process of deciding if they will work for you and your company doesn’t have to be.

SES Advisors works collaboratively with you and your advisors to explain how ESOPs work; how companies are valued; how banks decide to provide financing and what technical issues will be faced. After this preliminary dialogue and assessment - provided at no cost - you will have a good idea of whether or not the ESOP is worth exploring in more detail.

If the ESOP appears to make sense, we commence a detailed ESOP study. This study seeks to determine the various ways an ESOP can meet your various personal and financial goals and the capabilities of the company. Among the factors considered are the taxability of the sale, how it will be financed, the size of the transaction, and non-ESOP incentive programs for key employees. Once this work is complete, you will be presented with the viable options and have a road map to completing the transaction that best fits your goals.

 

And our involvement doesn’t end after the ESOP transaction is completed, as our clients continue to rely on our recordkeeping expertise long after closing.  Click here to learn more about our third party administration services.