ESOP Services - Employee Stock Ownership Plan
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ESOP Services

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ESOP Services

ESOP Services are provided by SES Advisors, Inc. We lead the industry in helping organizations take a strategic and responsible approach to exploring and establishing Employee Stock Ownership Plans (ESOPs); managing follow-on transactions and other mature ESOP challenges; and performing full-service ESOP and 401(k) administration.

We offer preeminent ESOP expertise, integrating the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and managementas well as experience in optimizing 401(k) plans.


We invite you to learn more about the services and support we offer for ESOPs and 401(k) plans:

ESOP Transaction Analysis
ESOP Transaction Analysis Once you have determined that an ESOP is a viable option for your business, you can engage SES Advisors to complete a more in-depth ESOP transaction analysis and model how a transaction might be structured. Because ESOPs are inherently complex, SES Advisors will help you understand how they work and what to... Read More

ESOP Navigator Software
ESOP Navigator Software With ESOP Navigator, SES Advisors streamlines and automates many of the administrative requirements associated with Employee Stock Ownership Plans (ESOPs). This powerful software solution can be customized to align with your company’s brand and personality. Whether you choose to tailor it or use it “off the shelf,” you benefit from enhanced speed,... Read More

ESOP Administration
ESOP Third Party Administration (TPA) ESOP Third Party Administration (TPA) is a proven strategy for simplifying the administration of your Employee Stock Ownership Plan (ESOP). ESOP TPA services include all record keeping and reporting requirements as well as the day-to-day operations of an ESOP. ESOP Third Party Administrators advise trustees on critical ESOP decisions from... Read More

ESOP Design
ESOP Design Building the Best Solution for Each Business ESOP Design from SES Advisors uses a Feasibility Assessment & Transaction Analysis, that can help you determine whether an Employee Stock Ownership Plan (ESOP) would fit well with your corporate and shareholder goals and, if so, how an ESOP would best be structured to suit those goals. Once... Read More

ESOP Feasibility
ESOP Feasibility Is an ESOP Right for Your Company? At SES Advisors, we excel at helping business owners assess the ESOP feasibility for their unique situation. Leveraging our cross-disciplinary expertise and our decades of experience specializing in ownership transition solutions we consult with you to determine if an ESOP is a viable option for your... Read More

ESOP Financing
ESOP Financing Employee stock ownership plan (ESOP) financing is a core service at SES Advisors. SES Advisors ESOP financing professionals are seasoned in assisting clients with structuring, soliciting and negotiating various forms of ESOP financing transactions. When it comes to ESOP financing, many ESOP transactions require external funding from a bank or other debt financing... Read More

ESOP Legal Services
ESOP Legal Services Providing Advice on Employee Ownership ESOP Legal Services are provided by SES Advisors sister law firm, Steiker, Greenapple & Fusco, P.C. SG&F focuses on employee ownership matters for corporations, business owners, and ESOP trustees nationwide with a particular focus on the design, implementation, and maintenance of Employee Stock Ownership Plans (ESOPs) and... Read More

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.
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