Building ESOPs.
Securing Legacies.

 

Discover how employee stock ownership plans can help companies maintain independence, build stronger teams, and enhance cash flow – while creating tax-advantaged liquidity events.

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Employee Ownership:  An M&A Alternative

America's closely-held business create prosperity and bolster communities. But even the most enduring companies eventually reach an M&A crossroads.

Private and family-owned firms often have a range of options. While sales and private equity deals create liquidity, these transactions can eliminate jobs, diminish legacies, and yield hefty tax burdens.

What if you could monetize your equity, and maintain a meaningful role with your company, while securing the future of your business and its employees?

It's possible with an employee stock ownership plan.

HubSpot Video

The Unique Benefits of ESOPs

 
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TAX-ADVANTAGED LIQUIDITY

Shareholders can defer or eliminate capital gains taxes on their sale proceeds, while their companies gain meaningful tax deductions and can become income tax-free entities, in perpetuityESOP TAX BENEFITS IN-DEPTH

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FLEXIBILITY & DIVERSIFICATION

Partial ESOP sales are common, as are follow-up transactions. That allows shareholders to de-risk with potential upside and enables companies to engage in future ESOP or M&A transactions.HOW ESOPs UNLOCK NET WORTH

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ENGAGED EMPLOYEE-OWNERS

Full-time staff earn stock over time, giving them skin in the game and stability. Research has shown that employee-owned companies outperform their non-ESOP peers.WHY EMPLOYEE OWNERSHIP MATTERS

ESOP Resources from our Advisors

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Since 2000, our ESOP investment banking experts have guided hundreds of clients nationwide through the building and financing of employee stock ownership plans. Employee-owned companies also trust CSG with secondary sales, plan maintenance, and mergers and acquisitions.

Read ahead for the latest insights and news from our team.

 
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Our ESOP Journey: i9 Sports & Frank Fiume

March 20, 2023 • Richard Harmon

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3 Strategies to Safeguard Company Cash

March 14, 2023 • David Blauzvern

Two puzzle pieces.

The Financing Behind a Leveraged ESOP

February 27, 2023 • Andrew Nikolai

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Choosing the Right M&A Option

January 13, 2023 • David Blauzvern

Employee Ownership 101

We get it. Time is tight. But if you were considering a business liquidity event, wouldn't you want to know all your options?

For a quick study on the basics and benefits of a leveraged ESOP, download our concise guide.

ESOP Investment Bank of the Year

In the past 10 years alone, we've received over 40 honors from leading organizations.

M&A Atlas Awards

2021 ESOP Investment Bank of the Year
2021 ESOP Deal of the Year
2020 ESOP Investment Bank of the Year

The M&A Advisor

2021 Debt Financing Deal of the Year
2020 Debt Financing Deal of the Year
2018 ESOP Deal of the Year ($250-$500MM)

Finance Monthly

2021 ESOP Advisory Firm of the Year
2020 ESOP Advisory Firm of the Year
2019 ESOP Advisory Firm of the Year

Interested in Becoming an Employee-Owned Company?

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Employee stock ownership plans are industry agnostic and can be utilized by partnerships, as well as C and S corporations. To learn more about our advisory services, or ESOPs in general, connect with our experts today.

 

FIND ESOP RESOURCES

Whether you need a full ESOP overview or a couple of questions answered, we can help.

TAKE THE "ESOP QUIZ"

Answer three questions to see if it’s worth considering a leveraged ESOP for your company.

MEET AN ESOP ADVISOR

Schedule a complimentary call with one of our employee stock ownership plan experts.