ESOP Resources

As we enter the later stages of the Coronavirus pandemic, companies are seeing the light at the end of the tunnel. Typically, after economic adversity, there is significant pent-up demand for liquidity events.

With post-pandemic planning on the minds of many family businesses, there's been a renewed focus on the formalization of succession and exit strategies.

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.

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.

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.

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.

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

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.

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 COVID-19 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.