October 28, 2020
There's a lot of confusion about employee stock ownership plans. Questions about structure, valuation, financing, governance, and exit planning are commonplace among owners and advisors. CSG's Lawrence Kaplan helped dispel a number of misconceptions in a recent, wide-ranging Q&A.
Kaplan fielded questions from middle market business leaders, attorneys, accountants, and wealth advisors in hour-long session, hosted by Vistage Networks. The most widely-applicable questions and answers are highlighted below. The session, in its entirety, is available at the bottom of this page.
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