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If your clients are contemplating an exit strategy, you may want to consider an Employee Stock Ownership Plan. An ESOP can provide company shareholders with an internal market for their stock, using the most tax-efficient and controlled technique available. Whether shareholders prefer a gradual transition or a complete sale, an ESOP can be tailored to fit their personal and corporate objectives.

SES Advisors, Inc. is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using ESOPs. Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes.

Our sister law firm, Steiker, Fischer, Edwards & Greenapple, P.C., provides legal advice related to ESOP plan design, structures and transactions, as well as other employee-centered succession and compensation strategies. Attorneys counsel fiduciaries, lenders, selling shareholders and ESOP plan sponsors. The SFE&G team works closely with our transaction planning team not only to draft the plan documents, but also to advise companies, shareholders and trustees on specific tax, corporate and compliance questions relating to ESOPs.

We are headquartered in Philadelphia, PA with additional offices in NJ, VT, RI, VA, MD, IL, IN and NY. More information on ESOPs and our services can be found on our website: www.sesadvisors.com.