Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes and Jason Miller explain the process of the ESOP transaction and address ESOPs from a business owner's perspective. They illuminate the simplicity of ESOPs and debunk common misconceptions that ESOPs are immensely costly and complicated.
Podcasting since 2020 • 213 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP15 - Hines Pool & Spa - ESOP Experience with Andy Hines
On this podcast episode, we interview Andy Hines - founder of Hines Pool and Spa from Austin, TX. Hines Pool and Spa is an excellent example of a successful approach to an ESOP transaction. Andy shares his experience with researching ESOP...
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Season 6
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Episode 15
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42:59
EP14 - Behind Enemy Lines - Dealing with the Buy-Side on an ESOP Transaction
On this episode, we dig into a better understanding of the buy side team for an ESOP transaction. This would include the Trustee, Evaluation Firm, and their legal counsel. As you invite them into the ESOP deal, they are in a sense the ene...
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41:08
EP13 - Third Party Administration for ESOPs - with Tom Roback at Blue Ridge
As the podcast discussed at the beginning of the new season- we wanted to give a strong overview of the Third-Party Administrators (TPAs) role in the ESOP. On this episode, the podcast interviews Tom Roback with Blue Ridge. The episode looks at...
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Season 6
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Episode 13
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43:10
EP12 - Power Rangers - Roll Up Strategy for ESOPs
Power Rangers are an excellent example of strength in combining multiple superheroes on one team. On this episode we consider: What is your company worth? What happens when we combine it with another then another? The value could signific...
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Season 6
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Episode 12
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36:32
EP11 - Sustainability for Contractor ESOPs - Interview With Kevin Birch Regional Manager with CNA Surety
In this episode, we sit down with Kevin Birch, Regional Manager at CNA Surety, to explore best practices for contractor ESOPs. A key theme throughout our conversation is communication—and lots of it. One of the biggest mistakes a contr...
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Season 6
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Episode 11
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55:56
