ESOPs for Exit Planning Advisors 

Learn employee ownership essentials and take a deeper dive into the key differences between leveraged ESOPs, M&A, private equity, and dividend recaps. Whether this is your introduction to employee stock ownership plans – or if you have specific questions about tax benefits, succession options, and wealth planning considerations – this is your opportunity to learn from a nationally-recognized ESOP expert. 

Join CSG Partners' Lawrence Kaplan for a concise presentation and an extensive, live Q&A. Kaplan has worked with hundreds of closely held companies nationwide, and their trusted advisors, in an ESOP career that’s spanned three decades. 

Speaker information

At CSG Partners, Lawrence Kaplan has built the nation's leading leveraged employee stock ownership plan practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations. 

Lawrence also sits on the boards of Storage Asset Management, the nation’s largest, privately-held self storage management company, and Fabricated Metals Inc., a leader in the design, manufacturing, leasing and sale of bulk containers for shipping and variety of industrial applications. 

Prior to starting CSG in 2000, Lawrence co-founded two growth companies, which he developed and sold.