ESOP Resources

News, insights, and educational guides from our employee stock ownership plan experts.

Choosing the Right M&A Option

By Nathan Perkins

As we enter the later stages of the Coronavirus pandemic, companies are seeing the light at the end of the tunnel. Typically, after economic adversity, there is significant pent-up demand for liquidity events.

Webinar:  Succession Planning and ESOPs

By CSG Partners Staff

With post-pandemic planning on the minds of many family businesses, there's been a renewed focus on the formalization of succession and exit strategies.

Biden and ESOPs:  What to Expect

By Richard Harmon

In late January, President Joe Biden named economist Jared Bernstein to the White House Council of Economic Advisors. Only days earlier, Bernstein published a major study on employee stock ownership plan adoption.

CSG Partners at 20

By CSG Partners Staff

In the late 1990’s, Lawrence Kaplan was working on the sale of an established garment manufacturer. Facing a looming tax burden and buyers that didn’t appreciate his client’s value, the accounting consultant couldn’t make financial sense of an outright sale.

The GovCon M&A Dilemma

By Alex Mumblat

Despite the challenging economic climate, many government contractors have maintained solid financial performance throughout the Coronavirus pandemic. But exposure to a host of uncontrollable risks means that continued growth is far from certain.

Webinar:  ESOP Questions and Misconceptions

By CSG Partners Staff

There's a lot of confusion about employee stock ownership plans. Questions about structure, valuation, financing, governance, and exit planning are commonplace among owners and advisors. CSG's Lawrence Kaplan helped dispel a number of misconceptions in a recent, wide-ranging Q&A.

New SBA Guidance on PPP and Change of Control

By CSG Partners 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.

The Hidden Cost of Accelerated Depreciation

By Nathan Perkins

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

Webinar:  Understanding ESOPs

By CSG Partners Staff

Our ESOP advisors are often asked for a comprehensive guide to employee stock ownership plans. Many business owners have heard about ESOPs, but most haven't taken a deep-dive on employee ownership.

Webinar:  Business Ownership and Diversification

By CSG Partners 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.

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