ESOP Solutions
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ESOP Solutions

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SES Advisors offers ESOP solutions and expertise for every stage of the ESOP life cycle.

Is an ESOP Right for Your Company?
  How much of your net worth is tied up in your business? If your answer is a large percentage, you’re probably wondering how you can transfer this wealth to the next generation of entrepreneurs, while attracting, rewarding and retaining valuable employees. Employee Stock Ownership Programs (ESOP’s) are American business’ hottest new trend According to the National Center for... Read More

Establish an ESOP
  If you have made the strategic decision to initiate the design and installation of an Employee Stock Ownership Plan (ESOP), consider asking SES Advisors to support you. Our team of experienced ESOP professionals can integrate the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and management. We welcome the opportunity... Read More

Keep My ESOP On Track
If your company has already established an Employee Stock Ownership Plan (ESOP), congratulations on completing the process and realizing some of the potential benefits of an ESOP. Moving forward, it is important to keep your plan on track ensuring that it remains in compliance with Internal Revenue Service and Department of Labor regulations and also... Read More

ESOP Options
Ownership Transition Options If you are a successful entrepreneur and particularly if you are nearing retirement you may be facing some common decisions: How can you diversify your wealth by creating cash for the business you have built? And, how can you create an effective succession plan for your enterprise? As you know, ownership transition... Read More

Solutions by Role
In a U.S. ESOP, just as in every other form of qualified pension plan, employees do not pay taxes on the contributions until they receive a distribution from the plan when they leave the company. They can roll the amount over into an IRA, as can participants in any qualified plan. There is no requirement... 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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Is an ESOP right for you?
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