What CEOs Need to Know About Establishing an ESOP (Employee Stock Ownership Plan)

Understand how Employee Stock Ownership Plans (ESOPs) work and what conditions they work best under.
People & Culture

CEO Establishing ESOP Execsense

Format          45 Minute Lesson
Chapters       11
Skill Level     New to Topic
Audience      CEO / President / Managing Director / Managing Partner
Includes       Access for 1 year. Stream on all devices.

Course Description

In this lesson, ExecSense examines the optimal conditions for Employee Stock Ownership Plans (ESOPs). Learn about tax incentives and stakeholder benefits that different ESOPs offer.

This 11-chapter webcast is led by an expert on the topic, Mary Josephs (CEO – Verit Advisors), and focuses on capital structure, and what regulations and rules govern ESOPs.

In 45-minutes, you will learn:

  • How an ESOP works and why thinking of it as a “transition alternative” and path to liquidity can help illuminate its utility
  • A comprehensive summary of the three major ESOP valuation methodologies: public company analysis, precedent transactions analysis, and discounted cash flow analysis
  • What tax incentives apply to S-Corporation and C-Corporation ESOPs and how to take advantage of them
  • What common myths about ESOPs are untrue; how ESOPs impact management and shareholders, and how they benefit stakeholders

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ExecSense Speaker

Mary Josephs
CEO, Verit Advisors


Mary Josephs is the Founder and CEO of Verit Advisors. A nationally recognized leader, Ms. Josephs comes to us with more than 28 years of experience with ESOPs as a specialized solution-oriented succession and liquidity transaction for middle market companies.

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She has advised, structured, and closed more than 200 financings for middle market companies, representing more than $7 billion in senior credit and nearly $30 billion in enterprise value.

In 2016, Ms. Josephs was selected as one of the most influential women in mid-market M&A, by Mergers & Acquisition magazine, and throughout the past 25 years has continually held leadership positions throughout the ESOP community including: chair of the ESOP Association’s Finance Advisory Committee, member of the ESOP Association’s Board of Directors, board membership for the National Center for Employee Ownership, Advisory Board member for Employee-Owned S Corporations of America, chair of the ESOP Association’s Advisory Committees and lifetime membership of the ESOP Association’s Board of Governors.

Read Mary's Blog Post

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