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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

Jim Steiker to Present at 2014 Exit Planning Conference in Fort Worth, TX

Date: September 30-Oct 1 Location: Fort Worth Convention Centers | 1201 Houston Street  Fort Worth, TX 76102 Jim Steiker will be giving a presentation and workshop that will be a 3-hour "ABC's of ESOP" Course SES Advisors is proud to be a sponsor of the Annual International Exit Planning Conference.  This conference will offer several networking opportunities amongst an international group of like-minded advisors from around the EPI community spreading seven countries. Find more information about the conference and register here. Read more

Upcoming Webinar Featuring Michael Golden

Galliard FBA Institute Webinar  |  Creative Collaboration: Teams That Work Date:  Friday, September 12, 2014 Time:  1:30 EST, 12:30 CST, 11:30 MST, 10:30 PST Cost: Galliard FBA Institute Members - FREE Non-members - $75.00 Join us for an engaging hour to look at how to identify the right partners to bring to our clients, how to ‘hand-off’ to another specialist when the time is right, and how to build and keep trust through the process. Join Lisë Stewart and Vicki Prock, Galliard Family Business Advisor Institute and ... Read more

Steiker, Greenapple, & Fusco to present at Multi-State ESOP Association Chapter Event in Scranton, PA

Date: Sept 17-18, 2014 Location: Hilton Scranton Conference Center | 100 Adams Ave, Scranton, PA 18503  Attendees: Jim Steiker, Paul Fusco, & Steve Greenapple. Presenting: Jim Steiker | Wednesday, September 17th  from 11AM-12:15PM. Forming and Operating a Board of Directors His session addresses the practical issues in forming and operating a board of directors for an ESOP company. Discussed will be management and the ESOP trustee role in forming the board and nominating directors. The practical aspects of a board, including director duties and expectations, how to conduct a board meeting, board ... Read more

Celebrating 25 years or more as an ESOP company

SES Advisors is proud to congratulate three of our long time clients who have been awarded The ESOP Association's 2014 Silver ESOP Award. Congratulations to: SECHAN Electronics, Inc. Lititz, PA Tunnell Consulting, Inc., King of Prussia, PA Unette Corporation Randolph, NJ We are proud of these three clients, but also all of the award winners who have shown a strong commitment to Employee Ownership. As ESOP Association President, J. Michael Keeling recently said: “Research proves that employee owned companies provide more sustainable employment and preserve locally-controlled jobs in today’s global economy.” ... Read more

Upper Valley Press Becomes 100 Percent Employee Owned

NORTH HAVERHILL, NH—February 19, 2014—Upper Valley Press announced that it has become 100 percent employee owned through an Employee Stock Ownership Plan.The company was founded in 1975 by Chip and Carol Harris and employs 95 employees. Upper Valley Press prints daily and weekly newspapers, as well as advertising circulars. Dennis DeVaux, senior vice president, Phil Hayward, president, and Chip Harris were the selling stockholders. All three executives will remain with the company.“It is important to us as stockholders to preserve local ... Read more

Welcome Back Tina Fisher

Tina Fisher returns to SES' Plan Services Group We are excited to welcome Tina back to the SES Advisors Plan Services Group. Tina will serve as vice president in the firm’s Ohio office, providing consulting and technical support to clients and internal staff on retirement plan design, compliance and administrative issues for ESOPs.Tina brings more than 21 years of experience working with qualified retirement plans, including 17 years focusing on clients with Employee Stock Ownership Plans (ESOPs). Contact Tina Fisher: 215.508.7717 Medina, OH Read more
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