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Client Services

ESOP Consulting

SES Advisors consults on all aspects of your ESOP from feasibility through the transaction and after.

SES Advisors consults on all aspects of your ESOP from feasibility through the transaction and after.

We're available to consult with you on all aspects of your business as it relates to your Employee Stock Ownership Plan including:

  • Deciding if the ESOP is the approach for achieving your goals
  • Estimating what your company is worth
  • Assessing how large a transaction is prudent
  • Assisting in corporate and shareholder tax planning
  • Developing financial models to illustrate the effect an ESOP will have on your balance sheets, income statements and cash flows 

Our team of professionals has extensive experience in the areas of finance, banking, tax and law. We've also worked with business owners in a variety industries - both large and small, throughout the country.

 

We're ready to partner with you to determine if an ESOP will complement your business continuation goals.