Webinar:  Balancing Legacy & Liquidity

By CSG Staff

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.

As multi-generational companies grapple with the Coronavirus pandemic, the need for robust succession planning has become even more essential. In this 20-minute presentation, Kaplan explores multiple transition options, with a focus on employee stock ownership plans (ESOPs).

Topics Covered:

  • The Unique Challenges of Family-Owned Businesses
  • Weathering the Coronavirus Crisis
  • Generational Equity Transfer Options (including gifting and equity sales)
  • A Working Definition of an ESOP
  • Key ESOP Benefits
  • ESOPs and Estate Planning

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Webinar Balancing Liquidity and Legacy Goals-Abridged (Vistage July20)