Mary Josephs of Verit Advisors on ESOPs
In this episode of the MMG Conversations podcast, Josephs describes why employee stock ownership plans make good business sense and how they can help middle-market companies address talent challenges.
In this episode of the Middle Market Growth Conversations podcast, Mary Josephs, founder and CEO of Verit Advisors, speaks with MMG Editor Deborah Cohen about employee stock ownership plans.
Private equity has traditionally been cautious in dealing with ESOPs, but the model offers benefits, including for talent retention, that’s changing investor sentiment.
To hear more interviews with middle-market influencers, subscribe to the Middle Market Growth Conversations podcast in iTunes.
Show Notes
Follow the links below to read more about the topics discussed in the interview.
6:00 “Contribution of S ESOPs to Participants’ Retirement Security”
7:02 “The Better Exit Strategy: ESOPs Satisfy Business Owners And Preserve Their Legacy”
13:52 “Middle Market & Innovation: The Private Equity-ESOP Hybrid”
20:10 “Middle Market M&A: Unseen Deal Pros Have Biggest Impact On Value”
Read more in Mary Joseph’s 2015 MMG feature story, “ESOPs: The Lesser-Known Private Equity Exit.”
