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ESOP Consulting Services – Keep your ESOP on Track for the Long Term

ESOP consulting is a key service provided to employee stock ownership plans (ESOPs) brought to you by the ESOP experts at SES Advisors.
Let SES Advisors’ specialized ESOP consultants guide you through the complexities of initial ESOP design, long-range benefits, and ESOP tax planning. SES Advisors’ ESOP consulting services help ensure that your employee stock ownership plan continues to run smoothly and in sync with your company’s financial goals, as part of our commitment to a strategic and responsible approach. For help executing a second-stage ESOP transaction or addressing other mature ESOP issues, turn to SES Advisors’ ESOP Consulting services.

ESOP consultants from SES Advisors’ skilled team can help you integrate the ESOP into your company’s financial and strategic planning process. Our consultants will plan and budget for annual ESOP benefits and repurchase liability in the future SES Advisors will develop ESOP distribution policies to help your company achieve its goals while strictly adhering to the latest compliance standards. ESOP Consulting services are designed to deliver modeling and guidance related to ESOP loan modifications as well as second-stage ESOP transactions.

See what SES Advisors ESOP Consulting can do for your long term goals.
Put the best ESOP consultants anywhere to work for your business, click here!

ESOP Consulting Services

Our cross-disciplinary team of ESOP consultants can help you to:

Integrate the ESOP into your company’s financial and strategic planning process
Our ESOP consultants will plan and budget for annual ESOP benefits and repurchase liability in the future
SES Advisors will develop ESOP distribution policies to help your company achieve its goals while strictly adhering to the latest compliance standards
Deliver modeling and guidance related to ESOP loan modifications
Design and implement second-stage ESOP transactions
Model plan funding and design strategies
Conduct repurchase obligation studies
Resolve compliance issues

Need to keep your ESOP on track?

Learn more about how SES Advisors expert ESOP Administrators can keep your existing ESOP
on track working for you contact us.
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