Repurchase Obligation & Mature ESOP Consulting: Helping ESOPs Stay on Track for the Long Term

Employee Stock Ownership Plans are complex, both in initial design and in long-range benefit and tax planning. As part of our commitment to a strategic and responsible approach to ESOPs, SES Advisors ensures that your ESOP continues to run smoothly and in sync with your company's financial goals.

For help executing a second-stage ESOP transaction or addressing other mature ESOP issues, turn to SES Advisors. Our cross-disciplinary team of ESOP experts can help you to:

• Integrate the ESOP into your company’s financial and strategic planning process
• Plan and budget for annual ESOP benefits and repurchase funding needs
• Develop and/or modify ESOP distribution policies
• Deliver modeling and guidance related to ESOP loan modifications
• Design and implement second-stage ESOP transactions
• Model plan funding and design strategies
• Conduct repurchase obligation studies
• Resolve compliance issues

Ready to Move Forward?

If you would like to learn more about how SES Advisors can help you with repurchase obligation and other mature ESOP challenges and opportunities, please contact us today.