Employee stock ownership plans often draw comparisons to private equity deals. It's been said that a leveraged ESOP is effectively a leveraged buyout of your own company. So, when the Private Equity Profits podcast asked our team to size-up the merits of both transactions, we welcomed the opportunity.
CSG Partners' Founder and Managing Partner, Larry Kaplan, offers his unique perspective on ESOP financing, analysis, and tax benefits in this concise interview with PEP's Cliff Locks. Although the conversation offers a number of technical insights on plan modeling and development, Kaplan also shares personal stories on how employee ownership can positively alter the lives of shareholders and their communities. The video podcast is rounded-out with discussions on CSG's origin story, transaction process, and guiding philosophies.
In all, it's an informative, 15-minute dialogue for business owners and advisors either exploring liquidity options or explicitly searching for private equity alternatives.