Establish an ESOP

If you have made the strategic decision to initiate the design and installation of an Employee Stock Ownership Plan (ESOP), consider asking SES Advisors to support you. Our team of experienced ESOP professionals can integrate the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and management.

We welcome the opportunity to learn more about your company and your goals for an ownership transition through an ESOP. To help you in choosing the right advisor for your business, we invite you to explore the following content:

• Learn more about SES Advisors’ Design & Installation and ESOP Financing services, as well as the ESOP Legal capabilities available through our sister law firm, Steiker, Fischer, Edwards & Greenapple, P.C..
• Replay our Ask the ESOP Experts and Estate Planning Using ESOPs webinars.
• Read our case study entitled Establishing an ESOP During the “Great Recession”.

Ready to Move Forward?

If you would like to engage the ESOP professionals of SES Advisors, please contact us.