Verit Advisors, LLC® Adds Principal Susan A. Hoesly
Verit Advisors, LLC® is pleased to announce that Susan A. Hoesly has joined the firm as a Principal. Ms. Hoesly...
Business Owners: Stars May Align for a Sale, But Don’t Forget Wealth, Tax Planning
With the worst of the COVID-19 pandemic (hopefully) behind us, three positive signals appear to make this a great time...
Opposites Attract: Why Financial Services Firms and ESOPS Are Made For Each Other
While employee stock ownership plans are popular with manufacturers and professional services firms, ESOPs and financial institutions would seem to...
Every Family-Owned Company and ESOP Should Consider ESG
A new three-letter business acronym has emerged on the scene. While most public companies have become familiar with it, now...
Verit Advisors® Promotes Jake Cravens to Managing Director
Verit Advisors® has promoted Jake Cravens to Managing Director from Principal effective immediately. Mr. Cravens joined Verit in 2015 and...