News & ESOP Resources

CSG's founder, Lawrence Kaplan, recently joined the Vistage Networks webinar series for a useful overview of Employee Stock Ownership Plans.

The hour-long presentation touched on key concepts for middle market business owners, including:

• ESOP Structure & Benefits
• Establishing Fair Market Value
• Financing an ESOP
• Corporate Structures & Tax Efficiency
• ESOPs & Estate Planning
• 1042 Rollovers
• Typical ESOP “Good Fits”
• Common Misconceptions

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

Watch Now