039: Talking ESOPs with Larry Kaplan

You're considering selling your company and you hear about a concept to defer or even possibly not pay capital gains—instantaneously creating tax advantages for your company. All that might sound too good to be true, however, Employee Stock Option Plans (ESOPs) are a viable alternative when one is ready to sell their business. Larry Kaplan has built a career advising business owners on the benefits of ESOPs. Larry has built the nation's leading ESOP investment banking practice at CSG Partners. Since 2000, his team of employee stock ownership plan advisors has guided hundreds of middle-market companies through the building and financing of leveraged ESOPs. Employee-owned companies nationwide also trust CSG with secondary sales, plan maintenance, and M&A transactions. Prior to starting CSG, Larry co-founded two growth companies, which he developed and sold. Today, Larry joins us to discuss what he calls one of the best-kept secrets in the business—ESOPs. FULL SHOW NOTES CONNECT WITH US Twitter LinkedIn Our Website