Category: Mary Josephs Forbes Blog
Values Like Teamwork, Integrity, Excellence Help Win Talent Wars, Outshine Rivals
When we founded Verit Advisors 12 years ago, we purposely embraced five values identified over 20 years of advising private...
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...
Looking Past the Pandemic: ESOPs, Employee Ownership Companies Set to Outperform in Anticipated 2021 Recovery
What’s the new year’s outlook for ESOPs and companies with substantial employee ownership? While COVID-19 makes the crystal ball unusually...