With post-pandemic planning on the minds of many family businesses, there's been a renewed focus on the formalization of succession and exit strategies.
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.
Our ESOP advisors are often asked for a comprehensive guide to employee stock ownership plans. Many business owners have heard about ESOPs, but most haven't taken a deep-dive on employee ownership.
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.
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.
