Jim reflects on his first conversation about employee ownership with Chris Mackin, who was at the time running another nonprofit promoting employee ownership: “This sounded like something right up my alley - a mixture of real, concrete “numbers” work, but still making an impact in the world.”
In 1998, SES Advisors took a great leap forward. “We nearly doubled our revenues in the course of two years, broke the $1 million mark, and hired an incredible guy named Brian Wurpts to run the plan administration practice. This was our catalyst for growth,” recalls Jim. “From 1996-2008, our annual growth rate was over 20% and we made the Philadelphia 100 list of fastest-growing private companies six times.”
Today, SES Advisors and SFE&G together boast one of the nation’s largest core groups of ESOP attorneys, financial advisors and recordkeeping consultants. More than 30 professionals serve clients nationwide from strategically located offices in Pennsylvania, New Jersey, New York, Rhode Island, Vermont, Massachusetts, Indiana, Illinois, Virginia and Texas.
When asked what’s in store for the next 25 years, Jim states, “I think that the economy and the world need a firm that focuses on employee ownership, a firm who wants to do it the right way for the right reasons…and I believe we’re going to be around to do that.”
About SES Advisors, Inc.
SES Advisors, Inc. is proud to celebrate 25 years of creating and maintaining employee ownership nationwide. As the preeminent provider of services throughout the ESOP life cycle, SES Advisors takes a uniquely strategic and responsible approach that not only maximizes value for owners, their companies and their employees, but also supports an ownership transition that delivers sustainable benefits to all stakeholders.
For more information, visit www.sesadvisors.com.