Category: Mary Josephs Forbes Blog
Make Your ESOP Work for YOU
Congratulations. You’ve completed your paperwork, met the Department of Labor criteria and successfully established your employee stock ownership plan (it...
Celebrating Michael Keeling, ESOP Champion and Farsighted Leader
Attending last year’s annual national conference of the ESOP Association, I marveled at how it has grown. Once a gathering...
Consider an ESOP as Your First, Not Last, Resort
Despite appealing reasons for business owners to establish an employee stock ownership plan, or ESOP, an enormous knowledge gap exists...
Three Things I Wish I’d Known Before I Sold My Business
What should I know before I sell my business? That question, more than any other, is asked by clients and...
Focus on Leadership, Talent Development to Improve Operating & Exit Outcomes
When conferring with a close advisor before starting Verit Advisors, he counseled that my No. 1 responsibility as CEO was...