News & ESOP Resources

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.

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.

With so many ESOP-owned companies in the food and hospitality industries, we wanted to highlight a federal tax provision that’s taken-on out-sized importance in 2020. 

Since passage of the CARES and SECURE Acts, we’ve seen several deadline and policy shifts in relation to employee stock ownership plans. On April 9, 2020, the IRS further redefined this year’s ESOP management calendar.

Since passage of the CARES Act, our team has been reviewing the Paycheck Protection Program’s (PPP) implications for companies with employee stock ownership plans (ESOPs). The PPP should provide significant support to middle market businesses in the form of low interest loans (1%) that are potentially forgivable.

One aspect of the CARES Act of 2020 that's especially relevant to ESOP companies is the relaxation of the SBA's Emergency Injury Disaster Loan (EIDL) program requirements.

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.