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 • 232 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP34 - Feasibility is not Just a Math Exercise!
In this episode, Jason and Makenzie dive into the real purpose of ESOP feasibility and why it’s far more than just another spreadsheet. They break down what “feasibility” truly means in an ESOP transaction and walk through the key factors compa...
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Season 6
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Episode 34
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35:11
EP33 - Common Myths Associated with ESOP Transactions
In this 15-minute episode, Jason and Makenzie take on some of the biggest misconceptions that keep companies from exploring an ESOP. They break down why ESOPs aren’t the overly complicated, out-of-reach structures many assume they are and why o...
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Season 6
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Episode 33
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18:42
EP32 - Strategic Planning for the New Year
In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting ...
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Season 6
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Episode 32
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1:00:38
EP31 - Assurance in Action: What It Means for Your ESOP Journey
In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it b...
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Season 6
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Episode 31
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47:46
EP30 - ESOPs as a Growth Strategy- Interview with Chris Fredericks
For the final episode of the Employee Ownership Month series, Jason interviews with Chris Fredericks, President and CEO of Empowered Ventures. Jason and Chris both discuss the power of employee ownership and how it can help expand a business, a...
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Season 6
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Episode 30
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40:21
