News & ESOP Resources

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.

Q&A Webinar:  ESOP Misconceptions

By CSG 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.

The Hidden Cost of Accelerated Depreciation

By Nathan Perkins

Despite a host of pandemic-related challenges, the transportation and logistics industry has largely thrived in 2020. Rapid changes in consumer habits have fueled industry growth, and an M&A uptick is sure to follow. But these sales could be complicated by overlooked tax liabilities.

SBA Issues Guidance on PPP & Change of Control

By CSG 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.

Webinar:  Understanding ESOPs

By CSG Staff

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of employee stock ownership plans (ESOPs).

Webinar:  Business Ownership & Wealth Diversification

By CSG 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.

Biden's Tax Plan in the Time of Coronavirus

By Eitan Milstein

Please Note:  this article was published prior to the completion of the 2020 US Election Cycle. November’s electoral outcome is far from certain, but a change in the White House – combined with ongoing fallout from the Coronavirus pandemic – may have a profound effect on the M&A landscape.

Webinar:  Balancing Legacy & Liquidity

By CSG Staff

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.

ESOPs & Economic Freedom

By Lawrence Kaplan

Market-oriented solutions have long been a catalyst for social change. Wealth creation can bridge socioeconomic gaps and amplify diverse voices. At a time of increasing inequality, employee stock ownership plans deserve a closer look. 

Addressing Concentration Risk

By Jeffrey Kaplan

Financial advisors have a dynamic and demanding set of responsibilities, made only more difficult during times of uncertainty.  When their client is a business owner, these challenges are amplified even further – the result of communication complexities and portfolio concentration.