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