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Succession Planning Webinar with CSG Partners
DATE: November 6, 2024
TIME: 12:00 P.M.
LOCATION: Virtual
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If you are a business owner interested in succession planning or exit strategies, please join Boston-based David Blauzvern of national firm CSG Partners and Steve Gerlach of Bernstein Shur to learn about Employee Stock Ownership Plans (ESOPs) as a strategic business exit option.
During this session, you’ll learn:
- What an ESOP is and how it works
- The advantages of transitioning to an ESOP
- Tax benefits and financial incentives
- Real-world success stories
- Pros, cons, and how to determine if an ESOP is right for you.
Agenda
Presentation and Q&A: 12:00 – 1:00 P.M.