@Theesopguy profile picture
The Journey to an ESOP @Theesopguy

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

Joined February 2020
  • Tweets 238
  • Following 20
  • Followers 12
Photos and videos
Listening to "EP15 - The Right First Question" at buzzsprout.com/885631/episod…

EP15 - The Right First Question - Journey to an ESOP & Beyond

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

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

EP14 - Foundations of Transition- Communication, Culture & Trust -...

In this episode of the Foundations of Transition series, Jason and Makenzie focus on the theme of Communication, Culture & Trust, exploring how these elements shape the success of an ESOP transacti...

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Listening to "EP13 - What Could Go Wrong?" at buzzsprout.com/885631/episod…

EP13 - What Could Go Wrong? - Journey to an ESOP & Beyond

This week, Jason and Makenzie cover what could go wrong in an ESOP transaction. From concerns about overpaying for shares to the burden of debt service, unrealistic projections, and the momentum that...

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

EP12 - Step-by-Step Guide to an ESOP Transaction - Journey to an ESOP...

In this episode, Jason and Makenzie walk listeners through the step-by-step process of an ESOP transaction, breaking down what can often feel like a complex and overwhelming journey into a clear,...

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Listening to "EP11 - The Job That Gets Harder " at buzzsprout.com/885631/episod…

EP11 - The Job That Gets Harder - Journey to an ESOP & Beyond

In this episode, Jason and Makenzie explore what is often one of the most challenging roles in an ESOP transition: frontline management. Immediately after a transition to employee ownership, frontl...

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

EP10 - Foundations of Transition- Strategic Direction - Journey to an...

In this episode of the Foundations of Transition Series, Jason and Makenzie focus on the theme of 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…

EP8 - How Every Employee Can Create Enterprise Value in an ESOP -...

In this episode, Makenzie Wirth and Jason Miller explore how any employee, regardless of title or department, can help create enterprise value in an employee-owned company. They break down practical...

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Listening to "EP7 - Understanding Equity Beyond Money" at buzzsprout.com/885631/episod…

EP7 - Understanding Equity Beyond Money: Business, ESOPs, and...

In this episode, Jason and Makenzie discuss the true meaning of equity, beyond financial payouts. They break down equity in terms of fairness, company ownership, home equity, and long-term value, and...

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

EP6 - Foundations of Transition - Courageous Leadership - Journey to...

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

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

EP5 - The Class You Didn’t Know You were Taking: Navigating Business...

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. The...

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Listening to "EP4 - Interview with Pete Schuler" at buzzsprout.com/885631/episod…

EP4 - Interview with Pete Shuler of Blue Ridge Associates - Journey...

What truly drives a successful ESOP transaction? In this episode, Jason Miller sits down with Pete Schuler, Senior Vice President and Head of Consulting at Blue Ridge, to share insights from more...

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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…

EP3 - 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 recent trend of...

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

EP2 - 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…

EP1 - 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, diving into 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...

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 dramatically broaden...

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Listening to "EP37 - The Gift of an ESOP " at buzzsprout.com/885631/episod…

EP37 - The Gift of an ESOP - Journey to an ESOP & Beyond

In this holiday episode, Jason and Makenzie explore the ESOP as a meaningful gift to a company’s employees. They break down how ESOP benefits work for both owners and employees and unpack the...

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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...

In this episode, Jason and Makenzie let three “ESOP ghosts” guide us through the employee-ownership journey. They revisit the origins of your ESOP, take a candid look at how things stand today, and...

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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...

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 shift into an ESOP model. Through a blend of...

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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...

In this episode, Jason and Makenzie dive into the real purpose of ESOP feasibility and why it’s far more than just another spreadsheet. They break down what “feasibility” truly means in an ESOP...

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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...

In this 15-minute episode, Jason and Makenzie take on some of the biggest misconceptions that keep companies from exploring an ESOP. They break down why ESOPs aren’t the overly complicated, out-of-...

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