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Patrick Trask is listed as Do you own a business and are thinking about selling? It’s possible to have your cake and eat it too. at CSG Partners, a company with 34 employees, based in Johnson City-Kingsport-Bristol Area, United States, United States. AeroLeads shows a work email signal at csgpartners.com and a matched LinkedIn profile for Patrick Trask.
Patrick Trask previously worked as Managing Director at Csg Partners and SVP/Team Leader - NY Commercial & Middle Market Banking at Lakeland Bank. Patrick Trask holds Executive Education - Certificate, Value Investing from Columbia Business School.
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We have always been told – “you can’t have your cake and eat it too”. For business owners contemplating selling their business – there is a way. I’ve spent many years in Banking supporting private businesses with lending and financial solutions as a comprehensive financial advisor. Eight (8) years ago I was introduced to the Employee Stock Ownership Plan (“ESOP”) concept and have since helped many clients transition their business.Basically, an ESOP is a defined contribution plan that invests in the Company’s securities (for the benefit of the employees). An ESOP establishes an exit strategy for the business owner(s) where they can: (i) sell their business; (ii) get cash at close; (iii) save on taxes; (iv) keep their job; (v) build wealth for the employees; and (vi) create a long-term legacy of the Company. An ESOP is a way for an owner to have their cake (keep job, legacy, employees) and eat it too (sell, get $, transition away if desired).If you’re interested in learning more about ESOPs - please email me at ptrask@csgpartners.com
Listed skills include Financial Analysis, Commercial Banking, Banking, Financial Modeling, and 12 others.
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Johnson City, Tennessee, United States
- Provide an end-to-end ESOP advisory solution - feasibility analysis/plan design- Raise capital to fund stock sale(s)- Coordinate with deal team (attorneys, bankers, accountants, trustee, client) to plan close
Greater New York City Area
- Established an ESOP lending team to support the financing of multiple tax-advantaged stock sales
Greater New York City Area
- Coordinated/lead multi-bank financing- Member of the Bank's ESOP finance specialty team
Other employees you can reach at csgpartners.com. View company contacts for 34 employees →
Helen Jiang
Colleague at Csg Partners
New York City Metropolitan Area, United States
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PC
Preeth Coramutla
Colleague at Csg Partners
New York, New York, United States, United States
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EM
Eitan Milstein
Colleague at Csg Partners
San Francisco, California, United States, United States
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TD
Trevor Dalton
Colleague at Csg Partners
New York City Metropolitan Area, United States
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YA
Yosef A. Feld
Colleague at Csg Partners
New York City Metropolitan Area, United States
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PN
Pranav Narang
Colleague at Csg Partners
Boston, Massachusetts, United States, United States
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JF
Josh Feinberg
Colleague at Csg Partners
New York City Metropolitan Area, United States
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DS
Doron Saraf
Colleague at Csg Partners
New York City Metropolitan Area, United States
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AM
Alex Mumblat
Colleague at Csg Partners
New York, New York, United States, United States
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ES
En Sok Kim
Colleague at Csg Partners
New York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Patrick Trask works for CSG Partners.
Patrick Trask is listed as Do you own a business and are thinking about selling? It’s possible to have your cake and eat it too. at CSG Partners.
AeroLeads has found 2 work email signals at @csgpartners.com for Patrick Trask at CSG Partners.
Patrick Trask is based in Johnson City-Kingsport-Bristol Area, United States, United States while working with CSG Partners.
Patrick Trask has worked for Csg Partners, Lakeland Bank, Webster Bank, Td, and Jpmorgan Chase & Co..
Patrick Trask's colleagues at CSG Partners include Helen Jiang, Preeth Coramutla, Eitan Milstein, Trevor Dalton, and Yosef A. Feld.
You can use AeroLeads to view verified contact signals for Patrick Trask at CSG Partners, including work email, phone, and LinkedIn data when available.
Patrick Trask holds Executive Education - Certificate, Value Investing from Columbia Business School.
Patrick Trask is listed with skills including Financial Analysis, Commercial Banking, Banking, Financial Modeling, Financial Services, Risk Management, Credit Analysis, and Credit.
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