Expert Topic
ESOP Feasibility, Design and Implementation
An entrepreneur who has built a venture into a successful business eventually faces a final challenge:
How do I cash out when I want to step away from the day-to-day grind?
How do I transfer the business to the next generation in a tax-efficient way? How can I incentivize my top employees to stay for the long term, so my business lives on after me?
There is a transaction, legal and blessed by the U.S. government, that can solve most of these problems. It's called an Employee Stock Ownership Plan.
How do I cash out when I want to step away from the day-to-day grind?
How do I transfer the business to the next generation in a tax-efficient way? How can I incentivize my top employees to stay for the long term, so my business lives on after me?
There is a transaction, legal and blessed by the U.S. government, that can solve most of these problems. It's called an Employee Stock Ownership Plan.
Meet the
Expert
About Eitan
- Thirty years in financial services, involved in M&A, recapitalization, acquisitions and restructuring transactions, in providing senior debt, junior capital and equity to middle market and large corporations.
- Managing Director of CSG Partners focusing on ESOP transactions.
- Senior Vice President of GE Capital Media, Communications & Entertainment unit.
- Founder and CEO of Access Credit Corporation, an equipment finance company specializing in municipal leasing, maritime finance and advisory services.
- Developed a residual option product and was actively involved in acquiring options in excess of $1.5 billion of original value.
Experience
Managing Director
•
CSG Partners
Jun, 2008
—
Present
- CSG Partners is an investment bank focused on solving the needs of middle-market companies and owners.
- Leading advisor in three service areas: ESOPs, mergers and acquisitions, and capital advisory services.
- Since 2002, the firm has structured more than 120 ESOP transactions for companies with an aggregate enterprise value of $7 Billion.
Senior VP
•
GE Capital
Feb, 1995
—
May, 2008
- Senior Vice President of GE Capital's Media, Communications & Entertainment unit.
- Senior positions in Structured Finance, Capital Markets, Global Sponsor Finance and Commercial and Industrial Finance.
President and CEO
•
Access Credit Corp
May, 1987
—
Jun, 1995
- Founder and CEO
- Equipment finance company specializing in municipal leasing, maritime finance and advisory services
- Executive Vice President of a sister company, Access Leasing Corp.
- Co-developed a residual option product and acquired options in excess of $1.5 billion of original value
SVP Leasing
•
First Interstate Bank
1984
—
1987
VP Leasing
•
Security Pacific Bank
1981
—
1984
Education
Arizona State University
MBA, Finance, 1974
Tel Aviv Univ.
BA, Economics, Political Science, 1972
Licenses & Certifications
Series 7 - Registered Representative (Brokerage)
Series 63
Series 79
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