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 • 196 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP31 - Alone Again, Naturally Needing To Consider Leadership For An ESOP
This episode highlights the leadership issue a business finds itself continually facing. Ongoing leadership development is a common concern with most companies both before, during, and after the ESOP transition. Going through the feeling ...
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Season 5
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Episode 31
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42:38
EP30 - Challenges For Mature ESOP Companies
This episode addresses effort the challenges and applicable solutions for a mature ESOP company. Diana Clark and Jason Miller provide insight into including preservation of ESOP knowledge in the organization contemplating changes to leadership....
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Season 5
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Episode 30
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47:27
EP29 - Fast and Furious - How Do You Gain Support For Your ESOP
This episode was inspired by the recent NCEO conference and provides a good overview for those that are new to an ESOP or those who have recently transitioned to an ESOP. The podcast discusses the need to build the employee-ownership concept as...
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Season 5
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Episode 29
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37:33
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
