ATO Podcast

#69 Winning With ESOP with Brian Baughman

Brad Boldt Season 2 Episode 69

This episode was all about the Employee Stock Ownership Plan.  How to create, what the cost may be, the endless benefits to the company and the employee.  Extremely insightful.  Brian Baughman is a strong advocate for the ESOP.  He has seen the benefits of recruitment, employee retention, and the pride their employees take in their business.  Tune in for this insightful episode and learn how ESOP can benefit your business.  

https://www.linkedin.com/in/brian-baughman-cpcu-arm/


  1. ⏰ 0:00 - Introduction
    • ESOPs for insurance agencies 🏢
    • Focus on valuation and employee inclusion 🤝
  2. ⏰ 5:12 - Understanding Employee Stock Ownership Plans (ESOPs)
    • Exploring the benefits of ESOPs 📈
  3. ⏰ 11:39 - ESOP Plan Benefits and Costs for Small Businesses
    • Breakdown of benefits and associated costs 💰
  4. ⏰ 16:19 - ESOPs and Employee Ownership in the Insurance Industry
    • Examining the impact on the insurance sector 🤔
  5. ⏰ 22:42 - Employee Ownership and ESOP Plans in Insurance
    • Deep dive into employee ownership dynamics 🔄
  6. ⏰ 29:29 - Agency Growth Strategies and Professional Coaching
    • Insights into growth strategies and coaching 🚀
  7. ⏰ 35:55 - ESOPs and Personal Growth for Real Estate Agents
    • Connecting ESOPs to personal development 🌱
  8. ⏰ 43:21 - Conclusion
    • Wrapping up the discussion on ESOPs 🎙️




People on this episode