June 10, 2024 – As millions of baby boomers retire each year, many are opting to sell their businesses. One method that is gaining attention and that often carries tax benefits is by selling the business to the employees through an Employee Stock Ownership Plan (ESOP). In today's Lifetime Planning segment, we discuss the ins and outs of how an ESOP works, some of the tax benefits that come with it, and much more with Larry Kaplan, Founder and Managing Partner at CSG Partners, one of the nation's leading ESOP advisors. Contact Larry and his team at ESOP Investment Banking Advisors | CSG Partners.
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