
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.
Journey to an ESOP & Beyond
EP32 - Anatomy of an ESOP Transaction - recorded negotiation case study with Miguel Paredes (trustee) and Peter Aliferis (advisor)
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Phil Hayes/Miguel Paredes/Peter Aliferis
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Season 1
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Episode 32
This episode is a recording of a negotiation of an ESOP transaction to illustrate the offer and counter offer aspects of an ESOP transaction with insight into key areas like valuation and synthetic equity to better understand the process of negotiation from both the sell-side and buy-side perspectives.