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 • 222 episodes
Journey to an ESOP & Beyond
Latest Episodes
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
EP23 - Makenzie Wirth Interview-Journey to an ESOP Newest Team Member!
On this episode, Jason Miller interviews Makenzie Wirth, the newest member of our Journey to an ESOP team. From a career in public accounting to her current role in ESOP advisory, Makenzie discusses her journey in learning about employee owners...
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Season 6
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Episode 23
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29:36
EP22 - Astrophysics & ESOPs: A Natural Fit
In this episode Jason flies a little too close to the sun when discussing the impact of a company’s structure on its ability to harness the power of employee engagement. The discussion covered how employee engagement impacts business success, w...
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Season 6
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Episode 22
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31:13
EP21 - Industry Spotlight: Creative Agencies – The Fraction Collective
In this episode, Jason Miller interviews Miriam Agrell and Kavita Vora from The Fraction Collective. Throughout the conversation, they highlight different ways that creative agencies and ESOPs intersect. The group discusses the reality of succe...
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Season 6
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Episode 21
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52:37
EP20 - Where Do I Begin?
In this podcast episode, Jason discusses the best ways to approach succession planning. He focuses on tackling succession with intention and covers common obstacles that stand in the way of owners achieving their vision for a successful ownersh...
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Season 6
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Episode 20
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17:14
