Third-party and private equity sales have low close rates, significant tax burdens, and usually result in a loss of independence.
Learn how an ESOP may be the right alternative.
ESOP: A Tax-Advantaged Liquidity Solution
If tax savings, continuity, and legacy-building are among your transactional goals, an employee stock ownership plan may be your best option.
How can Stakeholders Benefit from Employee Ownership?
BUSINESS OWNERS
Selling shareholders gain liquidity & asset diversification
Can defer capital gains taxes on proceeds
Maintain upside potential & a role in the company
COMPANIES
Plan sponsors receive tax deductions on sale amount
Can become income tax-free entities
Get a tool to retain & attract talent
EMPLOYEES
Employees secure a unique retirement benefit (company stock)
Earn real stake in their company
Gain workplace stability & peace of mind
Want to Take a Deeper Dive?
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Since 2000, CSG Partners' nationally-recognized, investment banking team has helped private companies capitalize on the benefits of ESOPs.
Business owners often come to us with little knowledge of ESOPs. We get it. Time is tight. But ultimately, if you were considering a liquidity event, wouldn't you want to know all your options?
Join our founder, Larry Kaplan, for a compressive introduction to ESOPs. You'll learn more about key ESOP benefits, tax efficiencies, structures, valuations, financing, and typical "good fits."
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