Balancing Legacy and Liquidity (Webinar)

Father Daughter Family Business - CSG Partners

July 23, 2020 CSG Partners Staff

CSG's Lawrence Kaplan discussed the current challenges facing family-owned business, as well as their liquidity and continuity options, in a recent Vistage Networks webinar.

As multi-generational companies grapple with the Coronavirus pandemic, the need for robust succession planning has become even more essential. This often requires a careful balancing act between legacy concerns and shareholder liquidity goals. Kaplan explores multiple transition options, with a focus on employee stock ownership plans.

 

This 20-minute presentation covers the following topics:

  • The Unique Challenges of Family-Owned Businesses

  • Weathering the Coronavirus Crisis

  • Generational Equity Transfer Options (including gifting and equity sales)

  • A Working Definition of an Employee Stock Ownership Plan

  • Key ESOP Benefits

  • Employee Ownership and Estate Planning

 

Our friends at Vistage have graciously made this content available to all.

 

Watch Now

 

If you're interested in related case studies or further information, please contact us using the chat function or via email.

Get News & Insights

Featured Articles