Category: Mary Josephs Forbes Blog
What is Your Plan?
Have you watched the television show “Succession?” And who hasn’t? Logan Roy is trying to figure out who should head...
Focus on Maximizing EBITDA To Gain Top Dollar for Your Private Business
Frequently, owners of small businesses obsess about the multiple their company will fetch when sold. While the multiple is important...
Who Says Unions and ESOPs Don’t Mingle?
Unionization is on the rise. So is participation in employee stock option plans, or ESOPs. What gives? Isn’t trade unionism...
ESOPs Offer Relief in Today’s Constrained Financing Environment
In my 30 years as an investment banker to private and family-owned businesses, I have never seen the borrowing climate...
Employee Ownership Expert Sees Four Factors That Could Make the 2020s ‘The Decade of the ESOP’
As an advocate and advisor on employee stock ownership plans (ESOPs) and other forms of employee ownership for nearly a...