SES Client Alerts - ESOP Knowledge Center
  • 888.SES.ESOP

Client Alert: August 2011

Home » ESOP Knowledge Center » SES Client Alerts » Client Alert: August 2011

Client Alert: August 2011

Diane Fanelli follows up her last article on rebalancing with a summary of reshuffling. Brian Wurpts discusses the basics of distributions, then presents some options for funding benefit distributions and the implications of benefit funding decisions on repurchase obligation.


Is an ESOP right for your company?

Use our ESOP self-assessment tool to find out.

Explore various Ownership Transition Options or replay our Introduction to ESOPs webinar.

If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.

Ready to Move Forward?

If you would like to learn more about how SES Advisors can guide you through the complexity
of exploring and installing an ESOP, please contact us.
Contact Us
Is an ESOP right for you?
×