The ESOP Alternative

BEI members appreciate the value of an extensive exit planning toolkit. When their clients prioritize tax-efficiency and legacy preservation, employee ownership may be the best strategy.

See how ESOPs compare to other transaction options.

M&A Isn't Always the Answer

Whether business owners are concerned about damaging their legacies, abandoning trusted employees, or giving up on potential multi-generational assets, their fears are valid and, at times, stifling.

Even if they ultimately settle for a traditional third-party or private equity transaction, the capital gains tax burden can often be painful.

HubSpot Video
HubSpot Video

A Unique Liquidity Strategy

Employee stock ownership plans enable closely-held companies to sell equity, at a fair market value, to an employee trust. This is not a stock option program. Instead, an ESOP is an ERISA-authorized, defined contribution plan.

Broad-Based Benefits


Leveraged ESOPs help shareholders unlock equity value, while offering meaningful incentives to their companies and employees.

ESOP Case Study

See how employee ownership strategies can help stakeholders attain their unique goals. Join Larry Kaplan, CSG’s Founder and Managing Partner, for a walk-through 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.

HubSpot Video

Learn More About Employee Ownership



For additional tips and insights, check out our most popular resources, prepared by our ESOP experts.


Why do CExPs Trust CSG?

We've guided companies nationwide – from feasibility studies to financing and completed transactions – though the employee ownership process.

Our focus on education, and our commitment to honoring advisor-client relationships, has led to hundreds of ESOP formations and numerous awards from leading organizations.

40+ ESOP Firm and Deal of the Year Awards