Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Jason Miller and Makenzie Wirth 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 • 241 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP5 - The Class You Didn’t Know You were Taking
In this episode, Jason explores the feeling of being dropped into a class you never signed up for; where something important is happening and you didn’t realize you were expected to know it. He discusses how fear and overwhelm during business t...
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Season 7
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Episode 5
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20:32
EP4 - Interview with Pete Schuler
In this episode, Jason sits down with Pete Schuler, Senior Vice President and Head of Consulting at Blue Ridge, who brings more than 30 years of experience in the ESOP industry. As a trusted advisor on ESOP transactions and compliance, Pete has...
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Season 7
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Episode 4
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54:32
EP3 - Construction Industry Spotlight: Interview with Joe Jones, Audit Partner at Berman Hopkins
In this episode, Makenzie Wirth interviews Joe Jones, Audit Partner at Berman Hopkins. As lead of the firm’s Construction Advisory Services Team, Joe shares his perspective on the recent trend of construction companies transitioning ownership t...
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Season 7
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Episode 3
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29:41
