ESOP Questions?
Let's Talk.

 

Whether you're considering liquidity opportunities or simply seeking to learn more, we can assist. Our advisors have helped hundreds of companies – including Vistage members – build ESOPs.

Meet with our team today.

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?

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 for companies and their employees.

HubSpot Video

An ESOP Case Study

Join Larry Kaplan, CSG’s Founder and Managing Partner, for a review 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

Why do Leading Companies Trust our ESOP Advisors?

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Experience

Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Analytics-Focused

We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.

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Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.

In the past 10 years alone, we've received over 40 firm and deal of the year honors.

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Let's Talk

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If you’ve thought about selling your business, or if you're considering opportunities to take some money off the table, schedule a call with one of our ESOP advisors.