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WEBINAR REGISTRATION
Tomorrow's Exit Plan Starts Today
Thursday, February 20 • 12pm ET
In business, timing and preparation are critical. That's true for both building a company and orchestrating an exit. Even if you expect to own your company for the next 20 years, having a well-articulated succession plan can mean the difference between a meaningful transition and a forced sale.
Join Richard Harmon for an essential overview of exit planning and transaction readiness basics. He'll cover the key elements of a succession strategy, common transaction options, and nine key considerations.
Even if you're dead set on a private equity exit or an ESOP-led business transition, it's worth taking a step back to prepare for contingencies and appreciate alternatives. Richard will show you the broader strategic landscape and answer your questions.
Why do Leading Firms Trust CSG?
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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.
350+
ESOP Transactions
40K+
Employee Owners
$25Bn+
in Enterprise Value
50+
National Awards