In this episode, John Brown speaks with special guest David Blauzvern, Vice President of csgpartners.com.

CSG Partners is an investment bank headquartered in New York City, specializing in ESOP transactions. This discussion revolves around Employee Stock Ownership Plans (ESOPs), their benefits, and their complexities. Blauzvern emphasizes that while ESOPs offer unique advantages, especially for owners looking to preserve company culture and benefit employees, a lack of education about ESOPs prevents more business owners from considering this option.

Benefits of ESOPs:

• Flexibility in structuring transactions.
• Options include minority or majority sales, selling equity to management teams, etc.
• Preserves company culture; management remains the same.
• No layoffs post-transaction.
• Acts as an incentive for current and prospective employees.
• Tax advantages.