著者紹介を⾒る
Mary Josephs is a nationally recognized leader with more than 35 years of experience with Employee Stock Ownership Plans (ESOP) as a specialized solution-oriented succession and liquidity transaction for middle market companies. She has written a blog on this topic since 2014. She founded Verit Advisors in 2009. Mary believes ESOPs are powerful engines in helping entrepreneurs realize value for their companies and in protecting and expanding the American workforce, while also creating retirement assets for workers. Verit, through its expertise in ESOP tax treatment and its financial expertise, helps founder/owners structure liquidity transactions and exit strategies that preserve and enhance their business legacy.