Client Services

Our Process

ESOPs can be complex, but the process of deciding if they will work for you and your company doesn’t have to be.

SES Advisors works collaboratively with you and your advisors to explain how ESOPs work; how companies are valued; how banks decide to provide financing and what technical issues will be faced. After this preliminary dialogue and assessment - provided at no cost - you will have a pretty good sense of whether or not the ESOP is worth exploring in more detail. Click here to learn more about the services we offer during our initial assessment.

If the ESOP appears to make sense, we commence a detailed ESOP study. This study seeks to determine the various ways an ESOP can be structured to meet your various personal and financial goals and the capabilities of the company. Among the factors considered are the taxability of the sale, how it will be financed, the size of the transaction, and non-ESOP incentive programs for key employees. Once this work is complete, you will be presented with the viable options and have a road map to completing the transaction that best fits your goals.

You can count on our recommendations. We will assist you by overseeing the completion of the project, including locating lenders for your ESOP transaction. Click here to learn how SES Advisors can help you to raise financing for your ESOP. 

 

And our involvement doesn’t end after the ESOP transaction is completed, as our clients continue to rely on our recordkeeping expertise long after closing.  Click here to learn more about our third party administration services.