News & ESOP Resources

The Coronavirus epidemic has brought an abrupt and unexpected change to the operating environment.  Even if your company wasn’t impacted financially, the human toll on your staff, customers, and partners has likely been a management challenge in and of itself. 

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.

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.