Mary Josephs

Founder and CEO of Verit Advisors, an investment banking and advisory firm specializing in ESOPs, debt and equity capital markets, and M&A, with deep experience advising privately held business owners on corporate finance alternatives.

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Dec 2, 2018 • 26min

ETA Alternatives: Employee Stock Ownership Plans (ESOP)

Mary Josephs, founder and CEO of Verit Advisors, dives into the world of employee stock ownership plans (ESOPs). She reveals how ESOPs serve as an innovative corporate finance alternative, offering unique tax benefits. Mary debunks common myths surrounding valuation and control issues, and shares advice for entrepreneurs on using ESOPs to initiate seller conversations. She emphasizes legacy preservation and community impact, while also discussing pitfalls when acquiring ESOP-owned companies. Overall, she champions ESOPs as a viable financing strategy.

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