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An ESOP is an ERISA-authorized, defined contribution plan that invests in employer securities. These plans are tax-deferred. As a result, an employee-owned S corporation can operate income tax-free (federal & state) in most jurisdictions.
100%
compared to similar, non-ESOP S Corps.
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At CSG Partners, we've completed hundreds of ESOP transactions for a wide range of businesses across the US.
Apparel & Consumer Goods
Personal Care & Supplements (AZ) – ESOP Sale
Consumer Electronics (NJ) – ESOP Sale
Women's Apparel (NY) – ESOP Sale
Handbag & Accessories (NY) – ESOP Sale
Children's Apparel (CA) – ESOP Sale
Business Process Outsourcing
Human Resources & Staffing (AR) – ESOP Sale
Billing & Payment Solutions (NJ) – M&A
Performance Solutions (KY) – ESOP Sale
Medical Transcription (NJ) – ESOP Sale
Corporate Governance Consulting (CT) – ESOP Sale
Construction & Engineering
Construction Management (NY) – ESOP Sale
Residential Construction (AL) – ESOP Sale
Commercial Construction (FL) – ESOP Sale
Commercial & Residential Construction (GA) – ESOP Sale
Engineering & Environmental Consulting (MA) – ESOP Sale
Dining & Hospitality
Restaurant Chain (NY) – ESOP Sale
Resorts (FL) – ESOP Sale
Casino (NV) – ESOP Sale
Restaurant & Brewery (NY) – ESOP Sale
Resorts (HI) – M&A
Financial Services
Debt Management (NY) – ESOP Sale
Investment Management (MD) – ESOP Sale
Investment Banking (OH) – ESOP Sale
Insurance (NY) – ESOP Sale
Lease Financing (CT) – ESOP Sale
Government Contractors
Defense Contractor (VA) – ESOP Sale
Tactical Solutions (VA) – ESOP Sale
Marine Fleet Modernization (PA) – ESOP Sale
Defense Contractor (CA) – ESOP Sale
Cybersecurity (CA) – ESOP Sale
Healthcare & Wellness
Diagnostic Imaging (CO) – ESOP Sale
Youth Fitness Programs & Sports Leagues (FL) – M&A
Healthcare & Diagnostics (MS) – ESOP Sale
Senior Home Care Services (VA) – ESOP Sale
Custom Home Care Solutions (CA) – ESOP Sale
Manufacturing & Industrial Materials
Piping & Sheet Metal Manufacturer (OH) – ESOP Sale
Equipment Leasing (IL) – ESOP Sale
Automation (MO) – ESOP Sale
Equipment Distributor (NY) – ESOP Sale
Electrical Equipment Manufacturer (NY) – ESOP Sale
Marketing & Communications
Media & PR (NY) – ESOP Sale
Integrated Marketing (NY) – ESOP Sale
Advertising & Marketing (AZ) – ESOP Sale
Integrated Branding (MO) – ESOP Sale
Cause Marketing & Media Management (CT) – ESOP Sale
Recruiting & Staffing
Staffing (MO) – ESOP Sale
Staffing & Recruiting (TX) – ESOP Sale
Staffing & Recruiting (TN) – ESOP Sale
Technical Staffing (IL) – ESOP Sale
IT Staffing Provider (GA) – ESOP Sale
Technology & Software
Aviation Software & Logistics (NJ) – ESOP Sale
Global Positioning (TX) – ESOP Sale
Data & Insights (TX) – ESOP Sale
IT Services (NY) – ESOP Sale
Business Intelligence & IT Services (CA) – ESOP Sale
Transportation & Trucking
Student Transportation (NY) – ESOP Sale
Shared Ride Transportation (NY) – ESOP Sale
Trucking (NJ) – ESOP Sale
Truck Rental (NY) – ESOP Sale
Freight & Shipping (OH) – ESOP Sale
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Since 2000, CSG Partners' nationally-recognized, investment banking team has helped private companies capitalize on the benefits of ESOPs.
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."
For additional news and insights from our advisors visit our ESOP Resources page.
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If you’ve thought about selling your business, or if you've considered 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.
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