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.
For many business owners, the Coronavirus pandemic has been a stark reminder of how personal and corporate financial performance can be deeply intertwined. On average, owners of privately-held businesses have the majority of their net worth tied up in their companies. In down markets, this type of portfolio concentration can be catastrophic, especially for cyclical businesses.
In this webinar, Kaplan illustrates the portfolio risks faced by many middle market owners and reviews a number of diversification options including ESOPs.
Business Owners' Distinct Financial & Personal Needs