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. This often requires a careful balancing act between legacy concerns and shareholder liquidity goals. Kaplan explores multiple transition options, with a focus on employee stock ownership plans.
This 20-minute presentation covers the following topics:
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The Unique Challenges of Family-Owned Businesses
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Weathering the Coronavirus Crisis
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Generational Equity Transfer Options (including gifting and equity sales)
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A Working Definition of an Employee Stock Ownership Plan
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Key ESOP Benefits
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Employee Ownership and Estate Planning
Our friends at Vistage have graciously made this content available to all.
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