News & ESOP Resources

In a Crisis, Communication is Key

By Nathan Perkins

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.

When Deals Face Market Volatility

By Steve Berman

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 Named ESOP Firm of the Year

By CSG Staff

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.


By CSG Staff

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.

Webinar Series:  CSG Office Hours

By CSG Staff

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.

Podcast:  Demystifying ESOPs

By CSG Staff

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

CSG at the Building Business Value Workshop

By CSG Staff

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.

CSG Wins Four More M&A Awards

By CSG Staff

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.

How to Prepare for a Transaction

By Richard Harmon

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

Webinar:  Medical Practices & the Changing M&A Landscape

By CSG Staff

MSOs, ESOPs, Private Equity, and industry economics are reshaping physicians' approaches to growth and liquidity.