You'll have a universe of options when
considering your exit strategy. CCG Advisors is
committed to helping you understand all your options
and choosing the one that best suits your personal,
professional and business goals. Our only
preference is that your strategic purpose is achieved.
Employee Stock Ownership Plans
At CCG, we feel it is vital to offer all of the
potential liquidity or exit strategy alternatives so
that our clients knowingly choose the strategy that
accomplishes their goals most effectively.
we have developed a specialized niche and expertise in
the planning and execution of Employee Stock Ownership
Plans in addition to strategic sale and
The implementation of an ESOP enables the business
owners to achieve liquidity and diversification from
their company in a tax-advantaged manner through the
creation of a retirement plan benefitting company
employees. An ESOP allows the selling
shareholders to get full, fair market value for an
ownership interests sold, yet maintain operational
control of the company if they desire. The ESOP can
provide a vehicle to both reward and incent employees
with real ownership interest it the company.
There are also great tax benefits to selling
shareholders, the company and the employee
participants depending on how the plan is designed.
ESOP Frequently Asked Questions →
Learn About Leveraged ESOP Financing
While an ESOP is an excellent solution for
the right company, the process of implementation is
among the most complex of the various exit strategies.
It is easy to get lost among the many players and
stages involved in an ESOP implementation. In
fact, most investment bankers will tell you that
they're "just too complicated." We believe the
ESOP is an excellent solution packed with tax
savings for the right candidate and that it is
important to offer our clients all possible options.
Should you decide that an ESOP is the right solution
for achieving your goals, we will be your
representative and advocate throughout the process.
Most professionals that are required will be looking
out for your employees which is fine yet creates the
need for someone sitting on your side of the table. In the
likely event that you
choose to finance your ESOP transaction in order to
receive cash proceeds at closing, we will
make sure you get the most favorable financing package
available, maximizing your return and improving the
ability of the company to meet its obligations.
We quarterback this complex process, focusing on
garnering the highest valuation, the most competitive
financing. and the most flexible structure available
in the marketplace.