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 • 211 episodes
Journey to an ESOP & Beyond
Latest Episodes
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
EP10 - Band of Brothers - Employee Centric Cultures For ESOPs
The show “Band of Brothers” offers a perfect example of leadership from the character of Captain Sobel and provides examples of overcoming obstacles to establish a strong culture. Specifically, the show provides an example of an employee-centri...
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Season 6
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Episode 10
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40:22
EP9 - ESOPs and The Economy - Interview with Chris Cucci - Climate First Bank
In this episode the podcast discusses the recent uncertainty with the economy and how this effects the ESOP world. Considering this, the podcast interviews senior level banker Chris Cucci with Climate First Bank. Chris’ bank does financing for ...
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Season 6
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Episode 9
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41:06
