Webinar: The ESOP Edge - How Employee-Owned Firms Compete & Win

The Financial and Strategic Advantages of Employee Ownership

An employee stock ownership plan is more than a retirement solution or an M&A alternative. For the right companies, it’s a powerful competitive differentiator. This webinar explores how employee‑owned companies stand apart from their peers—driven by a unique set of ESOP‑exclusive advantages.

CSG’s Richard Harmon and Mordy Levine, a sought‑after business consultant, break down the corporate tax benefits that can enhance cash flow and explain how broad‑based ownership can fuel stronger employee engagement, retention, and productivity.

You’ll learn how ESOP‑owned businesses structure and utilize their plans to drive results and distinguish themselves in the market. Whether you’re actively evaluating an ESOP or exploring the concept for the first time, this session offers business leaders and advisors a clearer, more nuanced view of employee ownership as a long‑term growth strategy.

Featuring

Richard Harmon, CSG Partners

Richard Harmon

CSG PARTNERS

With experience in public accounting, as a CFO, and as an entrepreneur, Richard offers clients a unique mix of analytical discipline and real-world insight. He’s been awarded multiple industry honors, including ESOP Deal of the Year (M&A Atlas Awards) and Debt Financing Deal of the Year (M&A Advisor).

Mordy Levine, Exit Strategy Mastery

Mordy Levine

EXIT STRATEGY MASTERY

An accomplished business advisor with an entrepreneurial record to match, Mordy works with emerging and middle-market businesses across all industries to develop growth and exit strategies. He's transformed multiple companies from seed capital to profitable, salable entities.