ESOP Resources

News, insights, and educational guides from our employee stock ownership plan experts.

Choosing the Right M&A Option

By Nathan Perkins

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.

Webinar:  Succession Planning and ESOPs

By CSG Partners Staff

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.

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.

Webinar:  ESOP Misconceptions

By CSG Partners 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.

New SBA Guidance on PPP and Change of Control

By CSG Partners 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 Partners Staff

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

Webinar:  Business Ownership and Diversification

By CSG Partners 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 COVID-19 Era

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 COVID-19 pandemic – may have a profound effect on the M&A landscape.

Webinar:  Balancing Legacy and Liquidity

By CSG Partners 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.

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