Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.
Podcasting since 2020 • 193 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP 28 - Estate Planning and ESOPs: Interview with Agnes Gregory (Tax Partner) and Justin Stemple (ESOP Attorney)
This episode is extremely timely given the potential changes to estate tax. Agnes Gregory with Berman Hopkins CPA tax team in Orlando FL and Justin Stemple with Warner Norcross + Judd from Grand Rapids, MI explain how important it is to h...
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Season 5
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Episode 28
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44:43
EP27 - Dirty Rotten Scoundrels - Identifying Roles at the ESOP Conference
This episode highlights ESOP advisors you may run into at the conferences (or really anywhere!) The topic is to help provide an overview of the ranging roles as it applies to ESOP advisory and how to choose advisors who can best support y...
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Season 5
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Episode 27
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43:39
EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH.
This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing sid...
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Season 5
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Episode 26
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42:05
EP25 - Pink Panther - The Strangeness of ESOP Negotiation
In this podcast episode we use a classic scene from the movie “Pink Panther” which highlights using the “American” French accent to illustrate the strangeness related to an ESOP negotiation. In ESOP transactions it is important to underst...
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Season 5
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Episode 25
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37:21
EP24 - The Power Of Monthly ESOP Communication With Diana Clark
This episode we invite Diana Clark, who specializes as a full-time ESOP communication’s consultant, to provide a framework to understand the power of frequent and effective communication around employee ownership. If you are brand new to ...
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Season 5
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Episode 24
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49:59
