Richard B. Weed Joins SES ESOP Strategies
BOSTON, MA, January 5, 2023 – Richard B. Weed has joined SES ESOP Strategies as a Business Development Professional based in the firm’s new office in Boston. In his role, Mr. Weed will assist various...
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ESOP Growth and Success Continue in 2022
2022 Annual SummaryIt was another busy year for ESOPs in 2022, and we want to take a moment to provide an update about the work we did in 2022 for our clients. 2023 is already off to a rapid pace, and...
View ArticleSharon George Joins SES ESOP Strategies
BALA CYNWYD, PA, May 17, 2023 – Sharon George, Esq. has joined SES ESOP Strategies in the firm’s Bala Cynwyd, PA, office. Ms. George assists corporations, shareholders, directors and employee stock...
View ArticleSean-Tamba Matthew Named Among City & State’s “Philadelphia Forty Under 40”
BALA CYNWYD, PA, June 27, 2023 – Sean-Tamba Matthew, a Shareholder in Stevens & Lee’s ESOPs – Employee Stock Ownership Plans Group and its affiliate SES ESOP Strategies, has been recognized as...
View ArticleESOPs as an Exit Planning Strategy
What’s Involved With Selling Your Company to Your Employees? Mark Russell, Head of Finance with SES ESOP Strategies, participated in a webinar hosted by the Exit Planning Institute. Geared toward...
View ArticleEdward 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 firm’s Reading office. In his role, Mr. Lentz assists various companies,...
View ArticleWhy Should Architectural Firms Consider Selling to an ESOP?
This Article was authored by Steven B. Greenapple and first appeared on the AIATrust website. When contemplating a sale of their business, the owners of a Company have several alternatives to...
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Sean-Tamba Matthew Presents at The ESOP Association’s 2024...
Register Sean-Tamba Matthew of SES ESOP Strategies is presenting on “Key Issues for Boards of Directors of Mature ESOP Companies” at the 2024 Pennsylvania/Delaware Chapter Spring Conference, hosted by...
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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 to welcome Rick Weed, who grows our business and presence in Boston, Ted...
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Strategic Succession: Navigating the Legal and Psychological Framework of...
Register 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 Probate &...
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