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Find us in New Orleans at the Two-Day Professional ESOP Forum

    The ESOP Association is holding a two-day open discussion forum for Professional Members of The ESOP Association. Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this two day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views. The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ... Read more

SES Advisors to Sponsor & Speak at NCEO Scottsdale

SES Advisors is Proud to Sponsor NCEO's Event in Scottsdale, Arizona: Is an ESOP Right for You? James Steiker will speak on Tuesday, February 10th at 1:30PM outlining ESOP Transaction Structures. Presentation Details: DATE AND TIME: Tuesday, February 10th, 2015 | 1:30 PM - 2:15 PM PST LOCATION:  Chaparral Suites Scottsdale | 5001 North Scottsdale Road | Scottsdale, AZ 85250 The Meeting DATE AND TIMES Tuesday and Wednesday, February 10-11, 2015 Tuesday | Starting at 1PM, round-tables and speakers throughout the day and adjourning at 5:00PM with a wine and cheese service. Jim Steiker speaks ... Read more

Hannibal Industries Features in LA Times for their Impressive & Strategic Growth

SG&F sends a hearty congratulations our client, Hannibal Industries, whose strategic and impressive recovery was featured in a recent LA Times article. Hannibal Industries, a large scale, California-based manufacturing company, became an employee owned company via ESOP in 2008.  Then the Recession hit, slashing Hannibal’s revenue in half, and causing a 50% reduction in its workforce.  Since then, the company successfully fought for survival, reinventing itself with efficiency, innovation and creative repurposing.  It is now on target to exceed its pre-2008 revenues ... Read more

Join Jim Steiker to learn the ABCs of ESOPs in our ESOP 101 Webinar

On November 20th, 2014, Jim Steiker will be hosting a webinar for CPAs that introduces the concepts of an ESOP, and the various tax-related issues that may arise. If you've ever wondered about ESOPs, this is the webinar to attend. Read more

Why do I need an ESOP TPA?

If you inherited an ESOP, and it has been in place for more than 5 years, brace yourself.  This is when you typically find out why you need one. Why do people need an ESOP Third Party Administrator (TPA)? While it may seem self- serving to ask a TPA, “Why do we need a TPA?”, it’s not much different than asking a dentist why you need a dentist.  You may have a drill and a pair of pliers, but that doesn’t mean that ... Read more

Questions about Liquidity Through An ESOP? Jim Steiker’s Got Answers

SC&H Presents: Liquidity and Succession Through an ESOP: What Business Owners Should Know Date: Wednesday, Oct 15, 2014 | 7AM - 10:00AM (EDT) Location:  The Ritz-Carlton Tyson’s Corner | 1700 Tysons Boulevard, McLean,VA 22102 Join panelists in an interactive three-panel session to learn about how an Employee Stock Ownership Plan (“ESOP”) can be a valuable liquidity and succession planning tool for private business owners. Jim Steiker will be featured on this panel answering questions to the following topics: The basics of an ESOP transaction and how an ESOP can be used ... Read more

Paul Fusco Has the Answer to the Question: ‘Is An ESOP Right For You?’ Nov 12-13 in Miami.

Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans Date:  November 12 - 13, 2014 Location: Hampton Inn & Suites Miami Brickell/Downtown | 50 SW 12th Street | Miami, FL Paul Fusco will be presenting a segment on Thursday, November 12th at 1:30pm entitled ESOP Transactions. You will learn: How to determine whether an ESOP is a good fit for your company How to finance an ESOP How to make choices about allocation, vesting, distribution, and voting rules Critical legal, valuation, and plan administration concerns Ways to ... Read more

Jim Steiker to Speak at Mid-Atlantic Employers’ Association: October 16th

Mid-Atlantic Employers' Association Presents: Succession and Planning in ESOPs Date: October 16, 2014 Location: The Atrium Building | 234 Mall Boulevard - Suite 200 | King of Prussia, PA Jim Steiker is set to speak at the MEA Owner Event: Succession and Planning on October 16th. The event is scheduled to be at 3:00pm until 5:00pm (EST) followed by a cocktail reception. This event will feature a panel of experts and owners sharing their experiences, and those of their clients, on how to take control over the succession process well in ... Read more

SES Advisors to Sponsor and Leslie Kearns to Speak at CAWS Chapter Conference Oct 8-10

"The Magic of ESOPs" Date: October 8-10, 2014 Location: Disney's Grand Californian Hotel & Spa, 1600 Disneyland Drive - Anaheim, California 92803 Leslie Kearns will be speaking at The ESOP Association's CAWS (California/Western States) Chapter Conference next week, October 8 through the 10th at Disney's Grand Californian Hotel. She will be speaking about Basic ESOP Administration, from 2:oo - 3:00PM (PST)  on Thursday, October 9th. Also attending this event will be Deanna Peters of SES Advisors. SES Advisors is a proud sponsor of this event. You can find more information and ... Read more

Jim Steiker to Speak at NCEO’s S Corporation ESOP Seminar Oct 7-8

The S Corporation ESOP Seminar Date: October 7-8, 2014 Location: Philadelphia, PA If your company is, or is thinking of becoming an S ESOP corporation, this two-day seminar will help you identify the best practices in taking full advantage of the unique opportunities provided by this highly tax-favored way to organize a company. Jim Steiker will speak on Tuesday, October 7th at 9:30AM. His presentation will include all you need to know about Becoming an S Corporation ESOP. For more information and to view the agenda, ... Read more
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