By CSG Partners Staff

Webinar:  Understanding ESOPs

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a extended overview of employee stock ownership plans. In addition to a detailed review of stakeholder benefits and ESOP plan mechanics, Kaplan fielded questions from business owners representing a range of industries and geographies.

The Presentation Covers key Employee Ownership Concepts

  • Understanding ESOP Structure & Benefits

  • Establishing Fair Market Value

  • Financing an Employee Stock Ownership Plan Sale

  • Corporate Structures and Tax Efficiency

  • ESOPs and Estate Planning

  • 1042 Rollovers

  • Typical ESOP “Good Fits”

  • Common Misconceptions

Our friends at Vistage have graciously made this content available to all.

Full Video

Webinar Understanding ESOPs (Vistage Atlanta 26Aug20)