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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Closely-Held Companies Have Lots Riding on Them

Millions of legacies and livelihoods are built on the foundations of private and family-owned businesses. And risk – albeit market, credit, liquidity, or operational – is always present.

Shareholders can sidestep that risk through M&A options such as third-party or private equity sales. But that often means diminished leadership, lost jobs, and hefty tax burdens.

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ESOP:  The M&A Alternative

What if you 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.

What is an ESOP? (Optimized for Email)

What Makes ESOPs Unique?

 
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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 CREATE LIQUIDITY

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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

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.

Tested and Trusted ESOP Investment Banking Advisors

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Since 2000, CSG Partners has guided hundreds of clients nationwide through the building and financing of leveraged ESOPs. Private companies count on our employee ownership experts for shareholder liquidity, cash flow enhancement, employee benefits, and legacy-focused solutions.

Our award-winning professionals also help employee-owned companies navigate secondary ESOP sales, plan maintenance, terminations, and ESOP-oriented mergers and acquisitions.

 

Check out our team’s latest employee ownership insights and news.

 

Recognized by Leading Organizations

In the past 10 years alone, we've received over 40 ESOP firm and deal of the year honors.

M&A Atlas Awards

2020 ESOP Investment Bank of the Year
2020 ESOP Deal of the Year ($100MM+)
2019 ESOP Investment Bank of the Year

The M&A Advisor

2020 Debt Financing Deal of the Year
2019 Consumer Deal of the Year ($50-$100MM)
2018 ESOP Deal of the Year ($250-$500MM)

Finance Monthly

2020 ESOP Advisory Firm of the Year
2018 M&A Advisory Firm of the Year
2017 M&A Advisory Firm of the Year

Could an ESOP be Right for Your Company?

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Employee stock ownership plans are industry agnostic and can be utilized by LLCs, S corporations, and C corporations alike. If you're interested in learning more, our ESOP investment banking team is here to help.