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.
Want to Learn More?
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For ESOP explanations and insights, check out our most popular resources.
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.
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.
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.
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.
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