ESOP Essentials

Learn the basics and benefits of an employee stock ownership plan (ESOP). It may be the best liquidity option you've never considered.

ESOPs enable privately-held companies to sell shares, at a fair market value, to an employee trust. This creates tax-advantaged liquidity for the selling shareholders and valuable benefits companies and their employees.

Check out this 90 second video, and we'll show you how it works.

ESOPs Explained CSG Partners

Want to Learn More?

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Whether you have a couple minutes or an hour, we can help you better understand the tax, liquidity, and legacy-building advantages of an ESOP.

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Quick Reference

Your concise, ESOP one-pager. From basic rules to benefits, it's a great go-to resource.

30min final

Podcast

Learn the process behind a transaction with this on-demand audio.

1hr final

Webinar

A comprehensive video covering the unique and wide-ranging benefits of an ESOP.

Why CSG Partners?

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Since 2000, our nationally-recognized team has helped more businesses utilize leveraged ESOPs to benefit themselves, their families and their loyal employees than anyone else. 

 

$15Bn

in Enterprise Value

$4Bn

in Capital Raised

100+

Owner Liquidity Events

Recognized by Leading Organizations

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We've received over 40 firm of the year and deal of the year honors in the past 10 years alone.

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2019 ESOP Investment Bank of the Year
2019 ESOP Deal of the Year
2019 Boutique Investment Bank of the Year
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2019 Consumer Deal of the Year ($50-$100MM)
2018 ESOP Deal of the Year ($250-$500MM)
2017 Consumer Deal of the Year ($50-$100MM)
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2020 ESOP Advisory Firm of the Year
2018 M&A Advisory Firm of the Year
2017 M&A Advisory Firm of the Year

Could an ESOP be Right for You?

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If you’ve thought about selling your business, or you are seeking other opportunities to take some money off the table, a leveraged ESOP may be an attractive option.  Answer a few simple questions to see if it’s worth exploring an ESOP plan for your business.

TAKE THE QUIZ