CSG Partners

12/04/2024

How is an like a Swiss Army Knife? A forward-thinking family business can craft a plan that addresses a range of issues, including succession, sustainability, business efficiency, liquidity needs, and family wealth planning.

Our Richard Harmon highlighted the wide-ranging utility of employee stock ownership plans in a recent masterclass with Angelo Robles (founder of the Family Office Association). Thanks to Angelo and the FamilyOfficeTV team for spotlighting the power of !

ESOPs Uncovered: Unlock Wealth and Control for Your BusinessFeaturing: Richard Harmon, Managing Director at CSG PartnersAre you considering a strategy that n...

11/25/2024

In a year where we've had lots of reasons to give thanks, we gained one more on Thursday night. The M&A Advisor named Suntec Concrete's its Industrials Deal of the Year!

We're so fortunate to work for leading companies like Suntec on life-changing transactions. Thanks again for trusting our team throughout your ESOP process.

11/12/2024

We're counting down the hours until The ESOP Association's annual celebration of . If you're heading to Vegas, we'd love to catch up. Schedule time with our Andrew Nikolai 👉
https://hubs.la/Q02XYQ700

Can't find a time? Email him at [email protected]. See you at !

11/05/2024

The modern is a product of our democratic system. Voting is a bedrock act of any democracy. No matter who you support, get out there and vote. It's a privilege and a right.

Active participation makes us a stronger nation, capable of incredible things.

Wondering where you vote on Election Day? Use our polling place locator to find out.

10/29/2024

What's driving the current surge in interest? Our founder, Larry Kaplan, answered that question and more in Long Island Business News's feature story on led business transitions.

Thanks to LIBN for featuring Larry (a Long Island native) and HUB Truck Rental and Leasing, an outstanding company based in Farmingdale).

There are many ways to exit a business, some of which include complete or partial liquidation, or transfers of ownership via mergers and acquisitions, or through business brokers.

10/24/2024

Certification season is officially upon us. If you're interested in and looking for additional , , or credits, we have a treat for you. Our Stephen Berman teamed up with Polsinelli's Stan Bulua to produce a new course, and we're offering it for free!

You can only access the offer via our website, so click below for details. Even if you're not an , , or professional, check out the course. It delivers valuable lessons for advisors and business owners alike.

Gain a foundational understanding of leveraged ESOPs with this CLE and CE course, developed with the team at LearnFormula. Earn up to 2 credit hours.

10/18/2024

Our George Thacker had plenty of great advice for Modern Contractor Solutions magazine's readers, but this was the real pearl: firms should never settle for cookie cutter strategies. Here's the full article 👇

Contractors using employee stock ownership plans (ESOPs) as a business strategy are on the rise. Fifteen percent of all employee stock ownership plans are sponsored by construction industry companies. That gives contractors comfort and confidence in the viability of ESOP-led business transitions. On...

09/18/2024

is witnessing an boom, especially in the industry, and companies like Chasse Building Team, DP Electric Inc, and Suntec Concrete are leading the way. AZ BIG Media just featured their stories, alongside key insights from our George Thacker, in the new issue of AZ RE.

Interested in learning why and how business executives like Barry Chasse, Danielle Puente, and Derek Wright embraced ? Read Kyle Backer's great article.

Firms such as CHASSE Building Team, Suntec Concrete and DP Electric have recently transitioned to become employee-owned businesses.

09/02/2024

50 years ago today, President Ford signed into law and codified the modern —a massive leap forward for . Here's to all the advocates, legislators, academics, and practitioners who paved the way for employee stock ownership plans and continue to foster the next generation of American businesses.

How did we get here? Corey Rosen, founder of the National Center for Employee Ownership (NCEO)
shared Louis Kelso's vision and the ESOPs path to Capitol Hill with our team. Read ahead for his unique perspective as well as a brief history of the modern ESOP.👇

Thanks again for lending your time, Corey. Happy Labor Day, everyone!

Explore the history and evolution of the modern ESOP and employee ownership in the US, from Louis Kelso's advocacy to ERISA to current legislation.

08/28/2024

Engineering News-Record just named Suntec Concrete the Southwest's Top Specialty Contractor. What's a secret of their success? Per CEO Derek Wright, "Suntec is committed to growing and developing people... [our is] an expansion of that culture."

Congrats to all the at Suntec! Thanks for trusting our team to help guide your ESOP journey.

The Phoenix-based concrete contractor has achieved big-time success with a culture focused on employees and constant development.

08/19/2024

What's the most rewarding moment in an transaction? Our George Thacker answered that question and more in a recent conversation with Modern Contractor Solutions magazine.

Here's a sneak peek at George's interview on and the industry. We'll share the complete article as soon as it's published.

08/01/2024

📣 pros and trusted advisors - join us today for a unique roundtable featuring insiders, leaders, and advocates as they share their personal experiences with firms. We've already surpassed 100 registrations, and we're looking forward to a lively Q&A. Click below to register👇

Learn how ESOPs can drive sustainable succession in the construction industry. Join experts for insights on employee ownership benefits and strategies.