News & ESOP Resources

The Hidden Cost of Accelerated Depreciation

By Nathan Perkins

Despite a host of pandemic-related challenges, the transportation and logistics industry has largely thrived in 2020. Rapid changes in consumer habits have fueled industry growth, and an M&A uptick is sure to follow. But these sales could be complicated by overlooked tax liabilities.

SBA Issues Guidance on PPP & Change of Control

By CSG Staff

The Paycheck Protection Program (PPP) has been a lifeline for many businesses during the Coronavirus pandemic. But for businesses in the midst of transactions, and their financial partners, the program has been a double-edged sword.

Webinar:  Understanding ESOPs

By CSG Staff

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of employee stock ownership plans (ESOPs).

Webinar:  Business Ownership & Wealth Diversification

By CSG Staff

Lawrence Kaplan - CSG's founder and managing partner - explored the merits of employee stock ownership plan transactions as diversification strategies in a recent Vistage Networks webinar.

NCEO 100 Highlights Multiple CSG Clients

By CSG Staff

Each year, the National Center for Employee Ownership (NCEO) recognizes the US’s largest ESOPs companies. The newly released 2020 EO 100 features multiple CSG clients, including NCEO’s #2 ESOP in the country.

Biden's Tax Plan in the Time of Coronavirus

By Eitan Milstein

November’s electoral outcome is far from certain, but a change in the White House – combined with ongoing fallout from the Coronavirus pandemic – may have a profound effect on the M&A landscape.

Webinar:  Balancing Legacy & Liquidity

By CSG Staff

CSG's Lawrence Kaplan discussed the current challenges facing family-owned business, as well as their liquidity and continuity options, in a recent Vistage Networks webinar.

Patrick Trask Joins CSG

By CSG Staff

After 30 years of financial services leadership at top national and regional institutions, Patrick Trask has joined the CSG Partners team as a managing director.

ESOPs & Economic Freedom

By Lawrence Kaplan

Market-oriented solutions have long been a catalyst for social change. Wealth creation can bridge socioeconomic gaps and amplify diverse voices. At a time of increasing inequality, employee stock ownership plans deserve a closer look. 

Addressing Concentration Risk

By Jeffrey Kaplan

Financial advisors have a dynamic and demanding set of responsibilities, made only more difficult during times of uncertainty.  When their client is a business owner, these challenges are amplified even further – the result of communication complexities and portfolio concentration.