Case Studies

Establishing an Employee Stock Ownership Plan (ESOP) can be a lengthy and complex process. The right advisors will guide you through the complexity. They will also work to ensure that your plan is designed and executed with a strategic and responsible approach—one that delivers sustainable benefits for all stakeholders.

At SES Advisors, we are uniquely qualified to provide that kind of ESOP guidance and support. We invite you to explore these case studies and read our testimonials to learn why so many companies trust the experts from SES Advisors:

• Establishing an ESOP During the ‘Great Recession’
• Selling a Minority Stock Interest in a Private Company 
• Administering a Mature ESOP 
• A First Look at ESOP Recordkeeping 
• Addressing Excess Cash on the Company Balance Sheet 
• The ‘Have/Have Not’ Issue and the Repurchase Obligation 
• Managing the Repurchase Obligation 
• Reviewing and Improving an ESOP Company’s 401(k) Plan 

Ready to Move Forward?

To explore your ownership transition options, establish an ESOP or address mature ESOP issues, ESOP administration and/or 401(k) administration, please contact us.