Explaining ESOPs, Their Pros, and How You Can Benefit From Them
Hosted by Kison Patel
“When you’ve got everyone rowing the same direction to create a valuable enterprise and they’re being allocated equity in that enterprise they’re going to be able to monetize at a certain point in the future, you’re creating a win-win situation.”
On this Episode
Kison speaks with Richard Harmon, a Managing Director at CSG Partners. CSG helps owners of private, middle market companies achieve equity monetization while addressing personal goals. Richard has led a diverse career as a CPA, CFO, an entrepreneur, and is now an investment banker for the nation’s leading leveraged ESOP practice. He joined CSG in 2011 and has led transactions for a range of privately owned middle market businesses.
In this podcast, Kison and Richard discuss how ESOPs can harvest equity, enhance liquidity, and create tax advantages. They also discuss the future landscape for ESOPs.