ESOP Advisor to Arizona's Best Companies

Employee ownership is thriving in Arizona. When leading businesses explore ESOP-led business transitions, they turn to CSG Partners. Learn what an employee stock ownership plan can mean for your company and why companies statewide trust CSG to quarterback their transactions.

The Power of Employee Ownership

When companies sell equity to an ESOP, owners gain fair market liquidity without sacrificing their businesses' independence. Selling shareholders can receive significant cash up-front and defer capital gains taxes on their sale proceeds.

For some owners, an ESOP sale is a tax-advantaged opportunity to take "chips off the table" and gain a competitive advantage. For others, an employee ownership strategy can drive an exit or succession plan that benefits all stakeholders.

If liquidity, stability, and growth are among your business goals, an ESOP may be your best transaction option. See what makes employee ownership such a valuable strategy.

Unlock Net Worth

Creates a tax-advantaged, liquidity event and diversification opportunity for selling shareholders.

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Free Cash Flow

Yields lucrative tax-breaks for the business; 100% employee-owned companies can operate income tax-free.

Reward Employees

Full-time staff gain stock over time, which can provide stability and a chance to share in corporate growth.

Sustain Legacies

Selling shareholders can maintain a meaningful role with their company and potential upside.

ESOP Advisor of the Year

In the past decade alone, CSG has received over 40 awards from leading organizations. We don't chase trophies, but we're grateful for the kind recognition of peers and clients.

Why do we consistently earn national honors? Experience, attention to detail, and ESOP consultants who never settle for off-the-shelf solutions.

In addition to closing hundreds of transactions, we've focused our efforts on education. That's why top business advisors and major media ask CSG their most pressing ESOP questions.

HEAR FROM OUR CLIENTS

Awards (1000 x 600 px)

Goal Assessment

Once stakeholders understand the pros and cons of employee ownership, we seek to appreciate the financial drivers, legacy considerations, and risk tolerances of all parties. This can help clarify the potential fit of an ESOP strategy.

We listen and learn the motivations and needs behind a potential ESOP.

Financial Analysis

Our ESOP feasibility studies are bespoke, objective, and comprehensive. All analysis is performed in-house in order to deliver consistent insights on fair market valuation, optimal structures, estate planning considerations, and transaction alternatives.

We provide clients with data and insights to make informed decisions

Deal Structuring

Once stakeholders understand the viability and costs of a potential ESOP strategy, we start the painstaking process of building a transaction. Following an extensive due diligence process, our advisors finalize a deal's structure and coordinate activities with all relevant parties.

We craft unique ESOPs that reflect the goals of all stakeholders

Capital Raise

It takes unique expertise and an extensive network to secure optimal ESOP financing. We draft a best-in-class confidential information memorandum (CIM) and run a competitive process with commercial lenders nationwide to obtain comprehensive loan offers and negotiate favorable terms.

We gain comprehsive financial solutions

Negotiation

An ESOP transaction isn't complete until a sponsor and a trustee agree on a price and plan terms. Our experts lead all negotiations on a company's behalf and oversee the finalization of transaction documents and credit agreements.

We take a grounded approach to coordinate partners, drive transactions, and close deals

An ESOP Case Study

Join Larry Kaplan, CSG’s Founder and Managing Partner, for a review of the leveraged ESOP feasibility, structuring, and financing process in this brief video.

Based on real client interaction, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.