With a 20-year track record & hundreds of completed transactions, we’ve earned our reputation as the nation’s top #ESOP investment bank.csgpartners.com New York, NYJoined February 2013
Our advisors bring more to the table than just #ESOP expertise. @MarketWatch recently turned to Steve Golden for his insights on "top hat" compensation plans. hubs.la/Q01QrFCC0
Are recent #medical M&A trends at odds with quality of care? @nytimes explores the challenges posed by corporate consolidation. This is just one reason why we're believers in #ESOP succession strategies for closely-held practices.
hubs.la/Q01P91WD0
Big #EmployeeOwnership news out of Colorado, as the state's EO Tax Credit is on the verge of expansion. Congrats to the @ColoradoEcoDevo who championed the legislation, and thanks to @theNCEO for your timely reporting!
hubs.la/Q01P0xPS0
We're not in the business of winning awards, but it's always great to be recognized by your peers. Congrats to Larry Kaplan, Alex Mumblat, Richard Harmon, our entire team, and our deal partners for earning top honors on a pair of major #ESOP transactions.
Heading to the #NCEO Annual Conference? Meet Michael Bannon and David Blauzvern at Booth 29, or book a one-on-one meeting: meetings.hubspot.com/dblauzvern
We're excited to catch up with clients, partners, and the entire #ESOP community at @theNCEO 2023!
Congrats to Andrew Nikolai and Doron Saraf-Kashani on their well-deserved promotions! Thanks for your continued dedication our clients and our nationally-recognized #ESOP work.
Between a pair of key loans, various borrowing options, and a unique payment structure, leveraged #ESOP financing is filled with complexities. This easy-to-follow primer breaks it all down...
hubs.la/Q01HYwjm0
Interested in a deeper dive on #ESOP mechanics? Our David Blauzvern and Jordan Burg have you covered. For a concise, jargon-free overview, listen to their recent appearance on the M&A Talk #Podcast. morganandwestfield.com/podcast/the-ba…
New year, same considerations. See how companies can augment their #benefits to keep pace with #inflation, with considerations ranging from ESAs to #ESOP plans. hubs.la/Q01xdjZt0
Here's a #CLE stocking-stuffer for any last-minute learners out there. This comprehensive #ESOP course is #free when you use this link... hubs.la/Q01wrx9Y0
When December rolls around, we're often asked how #EmployeeOwned companies, and firms considering #ESOP transactions, can prepare for the year ahead. Our Alex Mumblat has tips for either circumstance. hubs.la/Q01vCzG-0
Big congrats to Richard Harmon, Doron Saraf-Kashani, and the entire team behind this outstanding #ESOP transaction. We're proud to share this honor with Morrison Cohen LLP and Dvorak Law Group, LLC and grateful for the kind recognition by The M&A Advisor.
#PrivateEquity deal volume across the #MiddleMarket dropped 26% YOY in the first half of 2022. Our Michael Bannon explores why deals fail and how companies can recover. hubs.ly/Q01tt2Vw0
We're on the ground in Vegas and excited to kick off #EO22 with @ESOPAssociation. Whether you're attending in-person or virtually, let's connect. Meet us at Booth 50 or click below to book time with our #ESOP advisory team. hubs.la/Q01rXR370
The modern #ESOP is a product of our democratic process. Voting is the central act of American #democracy. So, get out there and #vote today. Find your polling place: vote.org/polling-place-…
3 Followers 111 FollowingESOP Implementer. Sharing insights, not advice, as CFO of a Commercial Building General Contractor that grew from $75M to $685M+ in just over 10 years.
263 Followers 353 FollowingMEMEINT analyst • Natsec Policy • Sociology MA • CBRN ☢️⚛️☣️ USMA DELENDA EST • talent on loan from God • https://t.co/grklrNdoQl
424 Followers 2K FollowingDedicated to my family, proud to be called "Counselor," and passionate about sports. “Family is not defined only by blood but by commitment and love.” #YNWA
1K Followers 2K FollowingThe authority on Exit Planning Education, Resources, and Content for Professional Advisors and Business Owners.
#ExitPlanning #ValueAcceleration #CEPA
259 Followers 1K FollowingXPX is a diverse network of trusted #advisors collaborating to help our #privatecompany clients build value and legacy through their #exitplanning journey.
42 Followers 248 FollowingProviding business acceleration, value creation, and advisory services that deliver meaningful improvement to organizations who want next-level performance.
11K Followers 12K FollowingIn-depth Interviews with Authorities in Pop Culture, Business, Tech, Wellness, & Social Impact.
All of our storylines can be seen here https://t.co/RnGNVh3aPs
273 Followers 147 FollowingConsultant, public speaker, and government relations expert. Independent Board of Directors member, advisor. JMK-Way, LLC, [email protected]
462 Followers 626 FollowingProfessional songwriter who writes, produces, arranges, and mixes original radio ready songs. Also an employee ownership advocate with 26 years experience.
16 Followers 75 FollowingDo you ever wish you had a dedicated HR professional at your fingertips to help you navigate workplace complexities?
Get the HR guidance you crave.
@crave.hro
525 Followers 605 FollowingRocky Moutain Employee Ownership Center champions community wealth building in the Mountain West through succession planning, worker co-ops, & ESOPs.
547 Followers 534 FollowingHelping business owners get liquidity while cementing their legacies through ESOPs and promoting shared capitalism. Not attorney advertising or solicitation.
150 Followers 134 FollowingOur goal is to provide education about Employee Ownership. More ESOPs and co-ops mean a more stable economy and community in CT!
126 Followers 212 FollowingESOP, Executive Compensation and 401(k) Plan guy @ Shumaker. Attorney & CPA. CLE expat now in Champa Bay. Fan of all things employee ownership.
2K Followers 702 FollowingIs an ESOP right for your business? Learn more about this powerful succession option: https://t.co/Vow3vBWvrb
Retweets/links ≠ endorsements
273 Followers 147 FollowingConsultant, public speaker, and government relations expert. Independent Board of Directors member, advisor. JMK-Way, LLC, [email protected]
32K Followers 468 FollowingThe Financial Planning Association® (FPA®) is the leading membership organization for CFP® professionals and those engaged in #financialplanning
82 Followers 148 FollowingExpanding employee ownership across the United States to help reduce income and wealth disparity, increase community wealth, and create a more vibrant economy.
126 Followers 212 FollowingESOP, Executive Compensation and 401(k) Plan guy @ Shumaker. Attorney & CPA. CLE expat now in Champa Bay. Fan of all things employee ownership.
59K Followers 3K Followinghttps://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
249 Followers 260 FollowingMassCEO provides training, education, and direct assistance to grow and sustain a strong network of employee-owned companies in Massachusetts.
150 Followers 134 FollowingOur goal is to provide education about Employee Ownership. More ESOPs and co-ops mean a more stable economy and community in CT!
710 Followers 273 FollowingThe New York Staffing Association (NYSA) is the trade association that promotes the interests of the staffing industry in the state of New York.
134K Followers 1K FollowingInforming and inspiring leaders of social change. Follow us on other social media: https://t.co/oSs3nDpJ2R | https://t.co/t3zEftJFVY | https://t.co/MaFYymYmSU
525 Followers 605 FollowingRocky Moutain Employee Ownership Center champions community wealth building in the Mountain West through succession planning, worker co-ops, & ESOPs.
41 Followers 22 FollowingWe are a coalition of 100% employee-owned federal contractors working towards policy goals that benefit employee-owned companies.
149 Followers 131 FollowingIt's our job to find the best talent to help your company grow. We specialize in entry level to senior level Direct-Hire Placements, Temporary Staffing & more!
2.3M Followers 580 FollowingCovering the business world like no one else.
Bw Daily: https://t.co/2ntK5Q4bo8
B-School Survival Guide: https://t.co/f7ofYtHuCZ
193 Followers 336 FollowingPart of Intercentar and @viadrina, promoting #EmployeeFinancialParticipation #ESOP #ConsumerOwnership in Renewable through #CSOP and @SCORE_H2020 RT≠endorse
1K Followers 5K FollowingBeyster Professor/Director Emeritus, Institute for the Study of Employee Ownership & Profit Sharing, Rutgers University SMLR, The Citizen's Share Yale U Press
450 Followers 347 Following#NCEOC is the central hub for information and resources around employee ownership in North Carolina. #employeeownership #northcarolina #ESOP #legacy
686 Followers 844 FollowingProviding high-quality #TechnicalRecruiting & #EngineeringProject services throughout the U.S. DM us to talk with a recruiter! #NowHiring
2K Followers 431 FollowingTXCPA Houston is the professional organization for over 7,800 CPAs in the Houston area. The Society is a networking and CPE resource for its members.
890 Followers 390 FollowingFor more than 60 years, NVCPA has worked to enhance the practice of accounting in Nevada through member services, support, and advocacy.
3K Followers 558 FollowingThe Pennsylvania Institute of CPAs shares the latest on member benefits, career development, and more! We're building a stronger profession together.
3K Followers 583 FollowingOur mission: enhancing the accounting profession and the community it serves through advocacy, connections, education, and resources.
21 Followers 45 FollowingKeyStone Search is Minneapolis-based retained executive search. We work exclusively with private companies, including ESOP and EOS® companies.
85 Followers 43 FollowingEducating California business owners on all their liquidity options as they approach retirement // Employee Ownership // ESOP // COOP
821 Followers 626 FollowingThe #Vermont #EmployeeOwnership Center is a statewide non-profit whose mission is to promote and foster employee ownership.
#ESOP #WorkerCoop #vtbiz
3K Followers 2K FollowingThe RISCPA serves a diverse and growing membership of more than 1,900 CPAs and accounting professionals in public practice, industry, government and education.
4K Followers 369 FollowingWe are the go-to statewide association for current and aspiring CPAs. With nearly 6,000 members, we have the connections, resources and information you need.
7K Followers 571 FollowingFounded in 1903, and now 20,700+ members strong, we're one of the largest CPA societies in the nation. Let’s move forward together.
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