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SES Advisors is a specialist ESOP advisor firm, providing ESOP services to a wide range of clients.
SES ESOP Advisors specializes in Administration, Consulting, and ESOP Financing.
An employee stock ownership plan – ESOP – provides a company’s workforce with an ownership interest in the company. In an ESOP, companies provide their employees with stock ownership, often at no up-front cost to the employees. Shares are allocated to employees and may be held in an ESOP trust until the employee retires or leaves the company. SES Advisors helps companies establish and administer ESOP services.

Sell Your Business
How much is your business worth? Which exit strategy is the best fit for you, your company, your employees and your personal legacy? SES can help find the answers.
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ESOP Life Cycle
If you are an executive at an employee stock ownership plan company, you likely need support with a number of ESOP-related challenges. SES ESOP Advisors offers services and expertise for every stage of the ESOP life cycle.
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Full Service TPA
HR administrators are continually challenged to address a range of compliance requirements. SES Advisors can help keep your company’s ESOP’s and 401k’s on track.
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Advisors
Are you a CPA, attorney, financial services or other trusted advisor? We seek to work with your organization and embrace a strategic and responsible approach to ESOP’s.
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About Us
SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using Employee Stock Ownership Plans (ESOPs). Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes.

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News & Events

Five Reasons Why You Should Use an ESOP

Yesterday, we posted five reasons why you shouldn’t use an ESOP. Today, we visit five sound reasons …

Five Reasons Why You Should Not Do an ESOP

As an ESOP Advisor,  it is easy to pitch the virtues of Employee Stock Ownership Plans for …

Client Testimonials
When looking for a TPA partner, we reviewed a number of alternatives based on recommendations from a range of highly respected local and national ESOP experts and advisors. We selected SES Advisors based on their depth and breadth of experience, and likely fit with our ESOP based on a number of recommendations and interviews. We are now in the second year of our partnership and are very happy with our selection of SES Advisors as our trusted partner. Jane Rogers, our senior ESOP administrator, has been extremely responsive to our every need, and consistently exceeds the high expectations of our ESOP administrative committee. Garret T. Yoshimi, Vice President & Chief Information Officer, DTRIC Insurance
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