Our Firm

SES Advisors is a leading national consulting and investment banking firm focused on matters involving Employee Stock Ownership Plans (ESOPs). We are a highly specialized firm dedicated to advising business owners in evaluating, designing, funding, and maintaining ESOPs. Because we focus exclusively on ESOPs, our clients are confident they always receive best practices information and services in connection with all aspects of ESOP transactions.

 

SES Advisors’ expertise in ESOPs has been well established since the early 1980’s. We are a valuable resource not only to private business owners contemplating their ownership transition, but to vital corporate advisors including CPAs, financial consultants and attorneys. Our principals are often cited industry experts who serve as officers of the ESOP Association, the National Center for Employee Ownership, and other industry organizations. As a leader in the field, we’re frequently invited to write articles, conduct seminars and provide lectures on various ESOP issues geared for audiences ranging from entrepreneurs who seek a basic understanding of ESOPs to industry practitioners.

 

Our team of ESOP specialists possesses a wide array of experience in finance, law and pension administration. We’ve managed transactions from several hundred thousand dollars to several hundred million. And we’ve worked with privately held family businesses with a handful of employees to large corporations employing thousands of people.

 

Whether you’re just beginning to investigate the benefits of an ESOP or looking for ongoing guidance and plan maintenance, SES Advisors can help. You’ll find that our team of experts provides a single source solution in executing all the financial, legal and administrative aspects of an ESOP. And most importantly, our high degree of responsiveness and personal attention provides the kind of day-to-day service others promise but seldom deliver. SES Advisors is the firm you can trust to guide and accompany you in the multifaceted process of implementing and maintaining an ESOP.