Solutions for Professional Advisors: Education and Partnership You Can Trust

SES Advisors, Inc. seeks to work with organizations that embrace a strategic and responsible approach to Employee Stock Ownership Plans (ESOPs). If you refer a client to us, we will collaborate with you to help address your client's needs. You can count on SES Advisors to work for and with you. The same holds true of our sister law firm, Steiker, Fischer, Edwards & Greenapple, P.C.—which can serve as counsel for the selling owner, trustee or for the company itself.

Supporting Your Clients

An increasing number of “Baby Boomer” business owners are now exploring and conducting ownership transitions and succession plans. Consequently, you may be receiving more inquiries about ESOPs, and you may need to identify an ESOP advisor to support your clients’ needs.

At SES Advisors, we welcome the opportunity to serve as a trusted advisor for your clients who are seeking:

  • Expert, consultative support in exploring whether and how to establish and finance an ESOP
  • Cross-disciplinary guidance through the process of establishing a new ESOP, executing follow-on transactions or addressing other mature ESOP challenges
  • Expert administration and recordkeeping services covering a full range of ESOP and 401(k) plan requirements

Supporting Your Firm

We welcome the opportunity to partner with CPAs, financial planners, bankers and other professional advisors. We recognize that ESOPs can be complex, and we are committed to helping you and your clients navigate the intricacies of a transaction.

Contact us to schedule an in-house briefing for your firm. Our ESOP experts will deliver an introduction to ESOPs seminar, and can also provide education on ESOP accounting. Such briefings can be informal, or they can count toward continuing education credits for CPAs* and financial planners.

Ready to Move Forward?

If you would like more information about scheduling an ESOP seminar or engaging SES Advisors for your clients, please contact us. 

*SES Advisors is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:http://www.nasba.org.

Meet our ESOP Experts