ESOP Resources

Business owners who want to monetize their hard-earned equity or step away from their companies have several M&A options.Many immediately gravitate to third-party sales. A transaction with either a strategic or financial buyer (such as private equity) may offer a clean break and a chance to cash out.

On the heels of his recent cover story in Material Handling Wholesaler, CSG's Nathan Perkins joined the magazine's companion podcast for a discussion on ESOPs and broader M&A trends.

Proposed tax code changes continue to dominate headlines. While talk of corporate, personal, and capital gains hikes echo throughout Capitol Hill, there’s been no legislative movement. This climate creates a fog for business owners considering a liquidity event.

High payroll companies – such as staffing and professional services firms – are uniquely positioned to maximize the advantages of an employee stock ownership plan. 

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.

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.

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