News & ESOP Resources

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.

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.

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.

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. 

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.

Congress and the Federal Reserve have already pumped trillions of dollars into the economy to limit the Coronavirus’s economic damage. Additional stimulus is likely. However, once the immediate crisis has passed, elected officials will have to face the music. Their response could significantly alter how private businesses are valued, and how the owners of those companies asses their M&A ...

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. 

More than half of all proposed M&A transactions either fail to close or are consummated on terms that are substantially different than the original LOI.

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.

Moments of adversity offer business owners an opportunity to step back and evaluate their operations and strategies.