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.
Meet the Expert

Eitan Milstein

Consultant Eitan Milstein
Managing Director, CSG Partners
Greenbrae, CA
  • English
  • Hebrew: עברית
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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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