ESOP Feasibility

We will work with you to assess if an ESOP is a good fit for your company.

Will an ESOP work for my company?

Find out now - it only takes a few minutes to get started.

One of our professionals will review your information and call you promptly to discuss the benefits and limitations of an ESOP for your company.

The information you provide below will be used by SES Advisors only to help you begin to assess whether an ESOP may be an appropriate succession vehicle for your company. Any figures your provide in response to these questions will be held in the strictest confidence and will not be disclosed to anyone. This service is complimentary and you will be under no obligation to pay any fees or charges as a result of supplying this preliminary information.

Submit this form today to find out how an ESOP may work in your situation.

1. CONTACT INFORMATION

First Name *

Last Name *

Job Title *

Company Name *

Headquarters Street Address

City *

State *

Zip *

Phone *

Fax

Email *

Web site

2. DESCRIPTION OF BUSINESS *

3. FISCAL YEAR END

4. TYPE OF COMPANY

5. EMPLOYEES/SHAREHOLDERS

Total # Full Time Employees *

Total # of Shareholders

Are Any Union?

Total Employee Payroll

6. REVENUES

Prior Year End Revenue

Projected Revenue For Current Fiscal Year

7. ESTIMATED COMPANY VALUE

8. YOUR OBJECTIVES

Do you have any specific succession and liquidity goals (e.g. cutting corporate taxes and increasing cash flow or selling part or all of your stock tax-free)?

9. QUESTIONS/COMMENTS

* Required Fields