News & ESOP Resources

Lawrence Kaplan, CSG's Founder and Managing Director, will share his extensive knowledge of employee stock ownership plans (ESOPs) at Vistage's premier business education event in the tri-state area.

When:  Thursday, January 23, 2020, 8:30am - 12:00pm
Where:  Convene, 101 Park Avenue, New York, NY, 10178
Pricing:  Vistage members - $65; Guests - $85

Geared toward middle-market business owners, the workshop will provide actionable tools to help attendees plan for a successful liquidity event or business transition.  As part of an extensive learning agenda, Lawrence will highlight how ESOPs can be an effective tool for entrepreneurs and family businesses seeking equity monetization, tax efficiency, continued leadership of their companies, and enhanced employee benefits.  He'll specifically cover:

• Key practical and strategic concepts
• Critical tax implications (corporate and personal)
• Legacy, business continuity, and estate planning considerations

We look forward to seeing you on January 23!