Journey to an ESOP & Beyond

ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Doeren Mayhew's 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.

“Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities are not licensed CPA firms.

Contributors

Host

Jason Miller

Jason Miller joined Doeren in 2024 as the Director of Succession Planning, bringing more than 21 years of experience in banking and finance. In 2025, he became Partner of Succession Planning. He has worked with businesses of all sizes, from sole proprietors to publicly traded companies. Jason offers strategic guidance and tailored solutions to ensure ESOP companies have seamless leadership transitions, business continuity, and effective tax planning for owners and stakeholders throughout the succession process.

Host

Makenzie Wirth

Since joining Doeren Mayhew in 2024 as an Audit Manager, Makenzie Wirth has quickly proven herself as a valuable asset to the firm while making meaningful contributions to both the profession and her community. She now serves as a Senior Advisory and Succession Planning Manager. With over five years of public accounting experience, her natural talent for understanding and communicating complex financial information, coupled with her excellent client interactions, has resulted in successful advisory and succession planning engagements for the firm.