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 • 205 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP7- ESOP Experience Industrial Supply Company (ISCO) with Jason Ireland, President
On this podcast episode we interview Jason Ireland, President of Industrial Supply Company (ISCO), a distributor of manufacturing parts who went 100 percent ESOP last year. Jason explains the step by step process their 100-year-old company went...
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Season 6
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Episode 7
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38:39
EP6 - Mad World of ESOPs - As Transactions Vary
The Mad World of ESOPs! This episode reviews the roles ESOP professionals play and the reality of variance in one transaction to another. We discuss the differences in costs, approaches to structure, closings, and other areas given ...
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Season 6
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Episode 6
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43:45
EP5 - Selling an Employee-Owned Company - Discussion with Greg Daugherty ESOP Attorney
In some cases an ESOP company can choose to sell to an outside buyer after they transition to an employee-owned company. In this episode Greg Daugherty, Porter Wright and, I discuss the factors related to selling your company after it has...
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Season 6
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Episode 5
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46:52
EP4 - Casino Royale - Taking Chips Off The Table - Partial ESOPs
Arguably one of the best James Bond 007 movies - “Casino Royale” - is it time to get some chips off the table? This episode focuses on the motivations of why some companies look at doing a partial ESOP which is going to be accompanied by ...
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Season 6
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Episode 4
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39:59
EP3 - ESOP Interview with Jeff Forrestall from Forrestall CPAs to discuss ESOP Financing and Tax Planning
Journey to an ESOP and Beyond continues to bring perspectives that can challenge conventional thinking and at the least provide the listener with questions for their advisors. Jeff Forrestall, CPA provides a good overview of the changes i...
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48:30
