SES ESOP Strategies

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SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies usi...

Latest Videos

Why Choose SES Advisors

How I Got Involved With ESOPs

Establishing an ESOP

Is An ESOP Right For Your Company

New “Fiduciary Process Requirements” for ESOP Trustees Document, Document, Document

ESOP 101 with Jim Steiker (WEBINAR)

Chuck Pennoni, Chairman, Pennoni Assoc. - Converting to an ESOP NEW

Are You Ready for Year-End

Business Succession Planning for Engineers & Architects

Lifecycle of an ESOP

Corporate Governance of ESOP Companies

ESOP Accounting

ESOP Administration Rebalancing and Reshuffling

ESOP Legal Pitfalls

Using ESOPs as an Acquisition Strategy

Second-Stage TransactionsMature ESOPs

DOL Investigations of ESOP Companies

Demystifying Warrants - How & Why are they Used in ESOP Transactions

The Administration Cycle Every Step of the Way

ESOP Administration Pitfalls

ESOP Structure Case Studies How to Meet Various Owner & Company Goals

Anatomy of an ESOP Transaction

Using ESOPs in a Tough Economy

ESOPs for Mission-Driven Businesses

Employee Ownership as an Engine of Innovation

Transitioning Your Business - Do You Have a Plan

Internal or External Ownership Transition - What's Your Final Answer

Estate Planning Using ESOPs A Case Study

Introduction to ESOPs

What Makes A Good ESOP Candidate - Jim Steiker, CEO, SES Advisors