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In this episode, Steve Coughran talks with Michael Bannon, VP of CSG Partners, about "The Essentials of ESOP Planning." They discuss what an ESOP is, its benefits, and which companies are best suited for it. Michael outlines the steps for setting up an ESOP, legal requirements, and how to align it with long-term goals, while avoiding common pitfalls. This episode provides a clear understanding of ESOP planning to help businesses make informed decisions on employee ownership.
Disclaimer:
The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.
www.coltivar.com
4.6
77 ratings
In this episode, Steve Coughran talks with Michael Bannon, VP of CSG Partners, about "The Essentials of ESOP Planning." They discuss what an ESOP is, its benefits, and which companies are best suited for it. Michael outlines the steps for setting up an ESOP, legal requirements, and how to align it with long-term goals, while avoiding common pitfalls. This episode provides a clear understanding of ESOP planning to help businesses make informed decisions on employee ownership.
Disclaimer:
The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.
www.coltivar.com
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