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
Typical ESOP “Good Fits”
Our friends at Vistage have graciously made this content available to all.