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 - Optimized

Want to Learn More?

_____

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.

2min final

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?

_____

Since 2000, our nationally-recognized team has helped more businesses utilize leveraged ESOPs than anyone else. 

 

$20Bn

in Enterprise Value

300+

Transactions

Recognized by Leading Organizations

_____

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

logo-atlas_awards
2019 ESOP Investment Bank of the Year
2019 ESOP Deal of the Year
2019 Boutique Investment Bank of the Year
logo-m&a
2020 Debt Financing Deal of the Year
2019 Consumer Deal of the Year ($50-$100MM)
2018 ESOP Deal of the Year ($250-$500MM)
logo-finance_monthly
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?

_____

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