The Journey to an ESOP Podcast Artwork Image

The Journey to an ESOP

Phil Hayes

The podcast covers information that is helpful for business owners and managers contemplating an ESOP as a growth, succession and/or exit plan. It anticipates the questions that will be asked in episodes that simplify the process so that the listener can better understand the path to an ESOP and whether or not they wish to pursue it.

Recent Episodes

Ep2 - ESOPs for Rollup companies - discussion with Steve Goodman - ESOP attorney from Louisville, KYJanuary 25, 2021 Episode artwork EP1 - Any Given Sunday - Competitive AnalysisJanuary 18, 2021 Episode artwork EP55 - Medical practices as ESOPs - interview with Richard Glassman - ESOP attorney from Connecticut.January 07, 2021 Episode artwork EP54 - Home alone - What are you going to do with your business?December 31, 2020 Episode artwork EP53 - Government Contractors as ESOPs - interview with ESOP attorney Andy Watson from Hunstsville, ALDecember 24, 2020 Episode artwork EP52 - Inception Deception - Evaluating your business valuationDecember 18, 2020 Episode artwork EP51 - Interview with Certified EO's CEO - Thomas Dudley from Oakland, CADecember 10, 2020 Episode artwork EP50 - Fast Car - Emotional Issues Related To Selling Your Business To An ESOP.December 01, 2020 Episode artwork EP49 - Interview with Renee Lewis - ESOP attorney with Holland & Knight from Chicago, ILNovember 24, 2020 Episode artwork EP48 - To be or not to be - the choice to be an ESOP internal trusteeNovember 20, 2020 Episode artwork EP 47 - Interview with Jim Rolfe (ESOP lender) with CIBC Bank US out of Chicago, ILNovember 12, 2020 Episode artwork EP46 - Family Ties - issues of a family business in relation to an ESOP.November 06, 2020 Episode artwork EP45 - Moonstruck - You talking to the owner here!October 29, 2020 Episode artwork EP44 - Who is in control of my ESOP - Interview with ESOP trustee - Neil Brozen, Minneapolis, MinnesotaOctober 21, 2020 Episode artwork EP43 - Norm! Normalization adjustments for business valuation of ESOPsOctober 13, 2020 Episode artwork EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.October 08, 2020 Episode artwork EP 41 - What is one thing you would do as President? Strategic Planning for companies going ESOPSeptember 29, 2020 Episode artwork EP40 - Interview with Tim Jochim - ESOP Attorney - The Godfather of ESOPsSeptember 21, 2020 Episode artwork EP39 - 1042 - set hike - tax play for an ESOPSeptember 11, 2020 Episode artwork EP38 - Interview with ESOP company - Southeastern Surveying and Mapping...Brian Garvey - Orlando, FLSeptember 04, 2020 Episode artwork EP37 - SAR - a long, long way to runAugust 28, 2020 Episode artwork EP36 - Interview with Andy Daly and Stephen Eide - ESOP attorneys from Minneapolis, MNAugust 22, 2020 Episode artwork EP35 - Bill and Ted - Face The Music of 409(p)August 16, 2020 Episode artwork EP34 - Interview with John Burgess - debut of FLCEO new non-profit in Florida to help ESOPsAugust 10, 2020 Episode artwork EP33 - The Accountant - The Need For AccountabilityAugust 06, 2020 Episode artwork