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.
Journey to an ESOP & Beyond
EP 47 - Interview with Jim Rolfe (ESOP lender) with CIBC Bank US out of Chicago, IL
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Phil Hayes / Jim Rolfe
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Season 1
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Episode 47
This interview focuses on the process of ESOP lending for the leveraged transaction considering the underwriting process. It also discusses how a bank can do loans for ESOPs outside their market.
