Topics:ESOP Resources News Webinars Podcasts
By CSG Staff
August 24, 2020
Lawrence Kaplan - CSG's founder and managing partner - explored the merits of employee stock ownership plan transactions as diversification strategies in a recent Vistage Networks webinar.
Financial advisors have a dynamic and demanding set of responsibilities, made only more difficult during times of uncertainty. When their client is a business owner, these challenges are amplified even further – the result of communication complexities and portfolio concentration.
Congress and the Federal Reserve have already pumped trillions of dollars into the economy to limit the Coronavirus’s economic damage. Additional stimulus is likely. However, once the immediate crisis has passed, elected officials will have to face the music. Their response could significantly alter how private businesses are valued, and how the owners of those companies asses their M&A ...