A strategic way for private and family-owned companies to implement succession and sale strategies is through utilizing Employee Stock Ownership Plans (ESOPs). With this method, the unique goals of the owners and company serve to focus our approach, as we assess, structure, and implement transactions for our clients.
Critical to the ESOP opportunity is its flexibility. Sellers can control the means and timing of their exits, rather than cede control to others. In many transactions, owner-managers continue to lead the company, growing value and performance until they retire.
My company, SES Advisors, brings more than 25 years of ESOP experience to the table, often brought to a client by their current advisors. Together, we solve client problems and deliver extraordinary value. SES is headquartered just outside Philadelphia, and has offices nationwide.