Let’s Celebrate America’s Other Birthday Milestone: The 250th Anniversary of Employee Ownership
Happy birthday, America! Celebrations galore will mark our country’s 250th anniversary. Among the commemorations, companies and industries are creating timeline...
The Power of a Partial ESOP (PPE)
A strategic framework for liquidity, tax efficiency, and long‑term talent alignment Family-owned businesses play an essential role in economic growth,...
Verit Advisors® Completes 100% ESOP Transaction for The Boldt Group, Inc.
Verit Advisors®, a Chicago-based investment banking firm, was engaged by Appleton, Wisconsin-based The Boldt Group, Inc. (Boldt) to provide expertise...
How a Sell-Side M&A Process Differs from an ESOP Transaction
An ESOP Process vs. Private Equity or a Strategic Buyer Many business owners evaluate an exit solely by comparing valuation multiples. In practice, the deciding factor is usually...
Who Knew? ESOPs are Ideally Structured for AI Success
This intelligence is not artificial: Employee-owned companies are uniquely structured to succeed in harnessing AI where traditional corporations struggle. At...