November 11, 2024 – With millions of baby boomers retiring annually, a growing number are choosing to sell their businesses. One increasingly popular option, offering potential tax advantages, is selling to employees through an Employee Stock Ownership Plan (ESOP). In this edition of Lifetime Planning, we explore the details of how ESOPs function, the tax benefits they can provide, and more in a discussion with Larry Kaplan, Founder and Managing Partner at CSG Partners, a top ESOP advisory firm in the country. Contact Larry and his team at ESOP Investment Banking Advisors | CSG Partners.
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