News & ESOP Resources

During the 2007-08 financial crisis, I was a financial advisor to families and business owners. As you’d expect, the period was marked by uncertainty as established financial institutions were failing or on the brink of disaster.

M&A, dividend recapitalization, and employee stock ownership plan (ESOP) transactions currently in process will likely be impacted by the highly volatile market conditions created by the COVID-19 outbreak.

CSG Partners took home top honors at the 2020 USA M&A Altas Awards. The gala, held March 5 in Washington DC, highlighted top firms and transactions across the across the M&A industry, including employee stock ownership plan (ESOP) deals and specialists.

Starting in 2021, businesses with newly established employee stock ownership plans (ESOPs) will have until the extended corporate return due date (September 15, 2021) to make tax-deductible, 2020 contributions.

Our team constantly fields thoughtful questions from business owners and their advisors. A lot of those queries are so useful and so universal, we often wish we could have a bigger audience for the answers.

Richard Harmon sat down with DealRoom's Kison Patel to clear up some common misconceptions about employee stock ownership plans.

Lawrence Kaplan, CSG's Founder and Managing Director, will share his extensive knowledge of employee stock ownership plans (ESOPs) at Vistage's premier business education event in the tri-state area.

The CSG Partners team closed out the 2019 awards season with major wins at The M&A Atlas Awards - Americas and The M&A Advisor Awards.

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of Employee Stock Ownership Plans.

“Always be ready to sell.” It’s a timeless business adage. Transactions require a mix of vision, timing, and most importantly, preparedness.