{"id":3322,"date":"2026-07-07T13:51:15","date_gmt":"2026-07-07T17:51:15","guid":{"rendered":"https:\/\/www.stevenslee.com\/sesesop\/?page_id=3322"},"modified":"2026-07-07T13:51:15","modified_gmt":"2026-07-07T17:51:15","slug":"resources","status":"publish","type":"page","link":"https:\/\/www.stevenslee.com\/sesesop\/resources\/","title":{"rendered":"Resources"},"content":{"rendered":"

Resources<\/h2>\r\n\r\n

Resources for Business Leaders Looking to Establish an Employee Stock Ownership Plan (ESOP)<\/h1>\r\n\r\n\r\n\r\n\r\nOur resource center provides videos, whitepapers, articles and reports \u2014 including those published in academic journals \u2014 to offer a deeper dive into ESOPs.\r\n\r\n\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n\r\nWhy ESOP?<\/a><\/strong>\r\n\r\n\r\n\r\n\r\n\r\nWhen planning an exit or liquidity event, owners often consider selling to a third party, family, or management. But family members may lack interest or ability, and management may not have the resources. For those wanting to preserve their legacy, keep the business local, or stay involved post-sale, an Employee Stock Ownership Plan (ESOP) offers a compelling alternative.\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n
\"\"<\/a><\/figure>\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n\r\nWho Is a Good Candidate for an ESOP?<\/a><\/strong>\r\n\r\n\r\n\r\n\r\n\r\nESOPs work well for a wide range of companies\u2014large or small, public or private. This video highlights the key traits that make a company a strong fit for employee ownership.\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n
\"\"<\/a><\/figure>\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n\r\nEstablishing an ESOP<\/a><\/strong>\r\n\r\n\r\n\r\n\r\n\r\nLearn about the three parallel steps involved in setting up and closing an ESOP transaction: securing financing, preparing the ESOP plan, and completing the transaction itself.\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n
\"\"<\/a><\/figure>\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n\r\nHow to Finance an ESOP Transaction<\/a><\/strong>\r\n\r\n\r\n\r\n\r\n\r\nAfter exploring ESOP benefits, it\u2019s time to look at funding. This video breaks down common transaction structures and financing options to help you envision what\u2019s possible.\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n
\"\"<\/figure>\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
\r\n\r\n\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
\r\n
<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n","protected":false},"excerpt":{"rendered":"

Resources Resources for Business Leaders Looking to Establish an Employee [\u2026]<\/span><\/p>\n","protected":false},"author":46,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-3322","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nResources - SES ESOP Strategies<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stevenslee.com\/sesesop\/resources\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Resources - SES ESOP Strategies\" \/>\n<meta property=\"og:description\" content=\"Resources Resources for Business Leaders Looking to Establish an Employee [\u2026]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stevenslee.com\/sesesop\/resources\/\" \/>\n<meta property=\"og:site_name\" content=\"SES ESOP Strategies\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/\",\"name\":\"Resources - SES ESOP Strategies\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/sesesop.com\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/whyesopthumb.jpg\",\"datePublished\":\"2026-07-07T17:51:15+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/#primaryimage\",\"url\":\"https:\\\/\\\/sesesop.com\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/whyesopthumb.jpg\",\"contentUrl\":\"https:\\\/\\\/sesesop.com\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/whyesopthumb.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Resources\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\",\"name\":\"Griffin Financial Group\",\"description\":\"TAILORED ESOP SOLUTIONS. SUSTAINABLE RESULTS.\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#organization\",\"name\":\"Griffin Financial Group\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.griffinfingroup.com\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/05\\\/griffin-financial-group-color.png\",\"contentUrl\":\"https:\\\/\\\/www.griffinfingroup.com\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/05\\\/griffin-financial-group-color.png\",\"width\":594,\"height\":102,\"caption\":\"Griffin Financial Group\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/griffin-financial-group\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Resources - SES ESOP Strategies","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.stevenslee.com\/sesesop\/resources\/","og_locale":"en_US","og_type":"article","og_title":"Resources - SES ESOP Strategies","og_description":"Resources Resources for Business Leaders Looking to Establish an Employee [\u2026]","og_url":"https:\/\/www.stevenslee.com\/sesesop\/resources\/","og_site_name":"SES ESOP Strategies","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/","url":"https:\/\/www.stevenslee.com\/sesesop\/resources\/","name":"Resources - SES ESOP Strategies","isPartOf":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/#primaryimage"},"image":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/#primaryimage"},"thumbnailUrl":"https:\/\/sesesop.com\/wp-content\/uploads\/2025\/08\/whyesopthumb.jpg","datePublished":"2026-07-07T17:51:15+00:00","breadcrumb":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.stevenslee.com\/sesesop\/resources\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/#primaryimage","url":"https:\/\/sesesop.com\/wp-content\/uploads\/2025\/08\/whyesopthumb.jpg","contentUrl":"https:\/\/sesesop.com\/wp-content\/uploads\/2025\/08\/whyesopthumb.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.stevenslee.com\/sesesop\/resources\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.stevenslee.com\/sesesop\/"},{"@type":"ListItem","position":2,"name":"Resources"}]},{"@type":"WebSite","@id":"https:\/\/www.stevenslee.com\/sesesop\/#website","url":"https:\/\/www.stevenslee.com\/sesesop\/","name":"Griffin Financial Group","description":"TAILORED ESOP SOLUTIONS. SUSTAINABLE RESULTS.","publisher":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.stevenslee.com\/sesesop\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.stevenslee.com\/sesesop\/#organization","name":"Griffin Financial Group","url":"https:\/\/www.stevenslee.com\/sesesop\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.stevenslee.com\/sesesop\/#\/schema\/logo\/image\/","url":"https:\/\/www.griffinfingroup.com\/wp-content\/uploads\/sites\/2\/2021\/05\/griffin-financial-group-color.png","contentUrl":"https:\/\/www.griffinfingroup.com\/wp-content\/uploads\/sites\/2\/2021\/05\/griffin-financial-group-color.png","width":594,"height":102,"caption":"Griffin Financial Group"},"image":{"@id":"https:\/\/www.stevenslee.com\/sesesop\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/griffin-financial-group\/"]}]}},"_links":{"self":[{"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/pages\/3322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/users\/46"}],"replies":[{"embeddable":true,"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/comments?post=3322"}],"version-history":[{"count":1,"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/pages\/3322\/revisions"}],"predecessor-version":[{"id":3323,"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/pages\/3322\/revisions\/3323"}],"wp:attachment":[{"href":"https:\/\/www.stevenslee.com\/sesesop\/wp-json\/wp\/v2\/media?parent=3322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}