Founded by the industry’s leading ESOP professionals, we deliver a customized, multidisciplinary approach to helping our clients achieve their goals for their ESOPs.
Working With SES
Steps for Implementing an ESOP
Ready to enjoy the benefits of employee ownership? We'll take you through the entire process. Let us help you get started.
ESOP ImplementationDo You Already Have an ESOP?
We've been managing ESOPs for 30 years, long before they were fashionable. You'll notice the difference immediately.
ESOP FinancingNews and Events
SES ESOP Strategies and Apis & Heritage Capital Partners Tackle Wealth Inequity Through ESOP Transformations
BALA CYNWYD, PA, April 29, 2024 – SES ESOP Strategies is proud to announce its third and fourth “employee-led buy out” (ELBO©) transactions …
James G. Steiker and Steven B. Greenapple Present at the 2024 National Center for Employee Ownership Conference
BALA CYNWYD, PA, April 24, 2024 – James G. Steiker and Steven B. Greenapple of SES ESOP Strategies will present in the upcoming …
Strategic Succession: Navigating the Legal and Psychological Framework of Business Exit Strategies
Sean-Tamba Matthew of SES ESOP Strategies is presenting on “Strategic Succession: Navigating the Legal and Psychological Framework of Business Exit Strategies” at the March 2024 …
ESOP Growth and Success Expands in 2023
In 2023, we grew the SES team and expanded our service coverage as we helped clients achieve their ESOP goals. We were thrilled …
Sean-Tamba Matthew Presents at The ESOP Association’s 2024 Pennsylvania/Delaware Chapter Annual Spring Conference
Sean will discuss “Key Issues for Boards of Directors of Mature ESOP Companies” at the 2024 Pennsylvania/Delaware Chapter Spring Conference.
Edward T. Lentz Joins SES ESOP Strategies
READING, PA, Sept. 5, 2023 – Edward T. “Ted” Lentz has joined SES ESOP Strategies as a Senior Vice President based in the …
Knowledge Center
Just starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our Knowledge Center will get you up to speed.
News and Events
SES ESOP Strategies and Apis & Heritage Capital Partners Tackle Wealth Inequity Through ESOP Transformations
BALA CYNWYD, PA, April 29, 2024 – SES ESOP Strategies is proud to announce its third and fourth “employee-led buy out” (ELBO©) transactions …
Knowledge Center
Just starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our Knowledge Center will get you up to speed.