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 • 212 episodes
Journey to an ESOP & Beyond
Latest Episodes
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...
•
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...
•
Season 6
•
Episode 13
•
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...
•
Season 6
•
Episode 12
•
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...
•
Season 6
•
Episode 11
•
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...
•
Season 6
•
Episode 10
•
40:22
