The Journey to an ESOP (@Theesopguy) profile picture

The Journey to an ESOP

@Theesopguy

Helping business owners with ESOP, valuation, and strategic planning.

Joined February 2020
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Listening to "EP15 - The Right First Question" at buzzsprout.com/885631/episod…
S7EP15 - The Right First Question - Journey to an ESOP & Beyond

S7EP15 - The Right First Question - Journey to an ESOP & Beyond

What’s the right first question when an owner starts exploring an ESOP? It might not be, “Can my company do one?” In this episode, we unpack why technical possibility and strategic fit are not the...

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Listening to "EP14 - Foundations of Transition- Communication, Culture & Trust" at buzzsprout.com/885631/episod…
S7EP14 - Foundations of Transition: Communication, Culture & Trust -...

S7EP14 - Foundations of Transition: Communication, Culture & Trust -...

In this episode of the Foundations of Transition series, Jason Miller and Makenzie Wirth focus on communication, culture and trust, exploring how these elements shape the success of an Employee Stock...

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Listening to "EP13 - What Could Go Wrong?" at buzzsprout.com/885631/episod…
S7EP13 - What Could Go Wrong? - Journey to an ESOP & Beyond

S7EP13 - What Could Go Wrong? - Journey to an ESOP & Beyond

This week, Jason Miller and Makenzie Wirth examine what could go wrong in an Employee Stock Ownership Plan (ESOP) transaction. From concerns about overpaying for shares to the burden of debt service,...

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Listening to "EP12 - Step-by-Step Guide to an ESOP Transaction" at buzzsprout.com/885631/episod…
S7EP12 - Step-by-Step Guide to an ESOP Transaction - Journey to an...

S7EP12 - Step-by-Step Guide to an ESOP Transaction - Journey to an...

In this episode, Jason Miller and Makenzie Wirth walk listeners through the step-by-step process of an Employee Stock Ownership Plan (ESOP) transaction, turning what can seem like a complex and...

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Listening to "EP11 - The Job That Gets Harder " at buzzsprout.com/885631/episod…
S7EP11 - The Job That Gets Harder - Journey to an ESOP & Beyond

S7EP11 - The Job That Gets Harder - Journey to an ESOP & Beyond

In this episode, Jason Miller and Makenzie Wirth explore one of the most challenging roles in an Employee Stock Ownership Plan (ESOP) transition: frontline management. Immediately after a transition...

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Listening to "EP10 - Foundations of Transition- Strategic Direction " at buzzsprout.com/885631/episod…
S7EP10 - Foundations of Transition: Strategic Direction - Journey to...

S7EP10 - Foundations of Transition: Strategic Direction - Journey to...

In this episode of the Foundations of Transition series, Jason Miller and Makenzie Wirth focus on strategic direction, asking the critical question: What direction are we moving in, and how are we...

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Listening to "EP8 - Creating Enterprise Value from any Seat " at buzzsprout.com/885631/episod…
S7EP8 - How Every Employee Can Create Enterprise Value in an ESOP -...

S7EP8 - How Every Employee Can Create Enterprise Value in an ESOP -...

In this episode, Jason Miller and Makenzie Wirth discuss how any employee—regardless of title or department—can help create enterprise value in an Employee Stock Ownership Plan (ESOP) company. They...

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Listening to "EP7 - Understanding Equity Beyond Money" at buzzsprout.com/885631/episod…
S7EP7 - Understanding Equity Beyond Money: Business, ESOPs, and...

S7EP7 - Understanding Equity Beyond Money: Business, ESOPs, and...

In this episode, Jason Miller and Makenzie Wirth dive into the true meaning of equity beyond just financial payouts. They break down equity in terms of fairness, company ownership, home equity and...

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Listening to "EP6 - Foundations of Transition- Courageous Leadership" at buzzsprout.com/885631/episod…
S7EP6 - Foundations of Transition: Courageous Leadership - Journey to...

S7EP6 - Foundations of Transition: Courageous Leadership - Journey to...

In this episode, Jason Miller and Makenzie Wirth continue the Foundations of Transition series by highlighting the courage it takes to transition a company and its leadership. Each workshop-style...

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Listening to "EP5 - The Class You Didn’t Know You were Taking" at buzzsprout.com/885631/episod…
S7EP5 - The Class You Didn’t Know You were Taking: Navigating...

S7EP5 - The Class You Didn’t Know You were Taking: Navigating...

In this episode, Jason Miller explores the unsettling feeling of being enrolled in a college class you never signed up for—and suddenly realizing you are expected to know the subject matter. For many...

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Listening to "EP4 - Interview with Pete Schuler" at buzzsprout.com/885631/episod…
S7EP4 - Interview with Pete Shuler of Blue Ridge Associates - Journey...

S7EP4 - Interview with Pete Shuler of Blue Ridge Associates - Journey...

What truly drives a successful Employee Stock Ownership Plan (ESOP) transaction? In this episode, Jason Miller sits down with Pete Schuler, senior vice president and head of consulting at Blue Ridge,...

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Listening to "EP - 3 Construction Industry Spotlight Interview with Joe Jones, Audit Partner at Berman Hopkins" at buzzsprout.com/885631/episod…
S7EP3 - Construction Industry Spotlight: Interview with Joe Jones,...

S7EP3 - Construction Industry Spotlight: Interview with Joe Jones,...

In this episode, Makenzie Wirth interviews Joe Jones, Audit Partner at Berman Hopkins. As lead of the firm’s Construction Advisory Services Team, Joe shares his perspective on the growing trend of...

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Listening to "EP2 - Foundations of Transition- Intent and Ownership Vision " at buzzsprout.com/885631/episod…
S7EP2 - Foundations of Transition: Intent and Ownership Vision -...

S7EP2 - Foundations of Transition: Intent and Ownership Vision  -...

In this episode of the Journey to an ESOP podcast, Jason Miller and Makenzie Wirth kick off the Foundations of Transition, a monthly series focused on owner readiness. Each workshop-style episode...

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Listening to "EP1 - Continuity Through Change." at buzzsprout.com/885631/episod…
S7EP1 - Continuity Through Change - Journey to an ESOP & Beyond

S7EP1 - Continuity Through Change - Journey to an ESOP & Beyond

Season 7 kicks off with a simple truth: change is inevitable, but being unprepared is a choice. In this premiere episode, Jason Miller sets the stage with Continuity Through Change, exploring what...

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Listening to "EP38 - Interview with Danny Massey of Expanding ESOP" at buzzsprout.com/885631/episod…
EP38 - Interview with Danny Massey of Expanding ESOP - Journey to an...

EP38 - Interview with Danny Massey of Expanding ESOP - Journey to an...

In this episode of the Journey to an ESOP podcast, Jason sits down with Danny Massey, Head of Strategy and Communications for Expanding ESOPs, a national coalition working to broaden employee...

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Listening to "EP37 - The Gift of an ESOP " at buzzsprout.com/885631/episod…
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Listening to "EP36 - Ghosts of ESOPs Past, Present, and Future" at buzzsprout.com/885631/episod…
EP36 - Ghosts of ESOPs Past, Present, and Future - Journey to an ESOP...

EP36 - Ghosts of ESOPs Past, Present, and Future - Journey to an ESOP...

In this episode, Jason Miller and Makenzie Wirth let three “ESOP ghosts” guide listeners through the employee-ownership journey. They revisit the origins of an Employee Stock Ownership Plan (ESOP),...

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Listening to "EP35 - Speaking into the Gap. Ownership Identity, Capability, and the Leader’s Voice" at buzzsprout.com/885631/episod…
EP35 - Speaking into the Gap. Ownership Identity, Capability, and the...

EP35 - Speaking into the Gap. Ownership Identity, Capability, and the...

In this episode, the Journey to an ESOP podcast speaks directly to founders who feel the weight of leadership and wonder how their team will successfully transition to an Employee Stock Ownership...

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Listening to "EP34 - Feasibility is not Just a Math Exercise! " at buzzsprout.com/885631/episod…
EP34 - Feasibility is not Just a Math Exercise! - Journey to an ESOP...

EP34 - Feasibility is not Just a Math Exercise! - Journey to an ESOP...

In this episode, Jason Miller and Makenzie Wirth dive into the real purpose of ESOP feasibility and why it is far more than just another spreadsheet. They explain what feasibility truly means in an...

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Listening to "EP33 - Common Myths Associated with ESOP Transactions " at buzzsprout.com/885631/episod…
EP33 - Common Myths Associated with ESOP Transactions - Journey to an...

EP33 - Common Myths Associated with ESOP Transactions - Journey to an...

In this 15-minute episode, Jason Miller and Makenzie Wirth address some of the biggest misconceptions that keep companies from exploring an Employee Stock Ownership Plan (ESOP). They explain why...

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