
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 • 226 episodes
Journey to an ESOP & Beyond
Latest Episodes
EP28 - Owner’s Voices
In this episode. Makenzie interviews leaders from five diverse ESOP companies as they share their paths to employee ownership. Each organization offers a unique perspective on the transition process, the challenges and opportunities along the w...
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Season 6
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Episode 28
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24:57

EP27 - What is Employee Ownership: Interview with Corey Rosen of the NCEO
In this episode, Jason interviews Corey Rosen of the National Center for Employee Ownership. Corey tells Jason a story to unpack what employee ownership really looks like – the hopes, the doubts, and the decisions that define the first step of ...
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Season 6
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Episode 27
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55:59

EP26 - Employee Ownership Month Special Announcement
In this podcast episode, Jason announces a special release schedule for Employee Ownership Month. For the month of October, the podcast will feature special guests, educational resources, and ESOP insights. Be sure to return each Friday for the...
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Season 6
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Episode 26
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4:17

EP25 - The Language of ESOPs
In this episode, Jason tells a campfire story to illustrate the learning process of the ‘ESOP language’ and its importance on your Journey to an ESOP and Beyond. He discusses the importance of language in communication, highlighting its role in...
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Season 6
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Episode 25
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29:28

EP24 - Accounting for Leveraged ESOP Transactions
In this episode, Makenzie breaks down a leveraged ESOP transaction and the resulting impacts to a company's financial statements. This episode highlights the journal entries required for a simplified, leveraged ESOP transaction in accordance wi...
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Season 6
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Episode 24
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19:10
