May 29, 2023 – Millions of baby boomers are selling their businesses as they retire but there's one option for doing so that is receiving more and more attention where owners sell their business through an ESOP, or Employee Stock Ownership Plan. Why? Because there's a significant number of tax benefits that can come from doing so, which we discuss the ins and outs of in today's Lifetime Planning segment. Our special guest is 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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