Journey to an ESOP & Beyond

Phillip Hayes and Jason Miller
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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.

  1. HÁ 3 DIAS

    EP33 - Common Myths Associated with ESOP Transactions

    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-reach structures many assume they are and why owners don’t suddenly lose control the moment they sell. They also dig into the fear that employees won’t understand the benefits of an ESOPs hurt bonding capacity or borrowing power, and the belief that only large companies can afford them.

    19min

  2. 14 DE NOV.

    EP32 - Strategic Planning for the New Year

    In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.

    1h1min

  3. 7 DE NOV.

    EP31 - Assurance in Action: What It Means for Your ESOP Journey

    In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it be in the form of a financial statement audit, surety bond, fairness opinion, or simply advice from your providers.

    48min

  4. 31 DE OUT.

    EP30 - ESOPs as a Growth Strategy- Interview with Chris Fredericks

    For the final episode of the Employee Ownership Month series, Jason interviews with Chris Fredericks, President and CEO of Empowered Ventures. Jason and Chris both discuss the power of employee ownership and how it can help expand a business, attract talent, and build more resilient companies. Their conversation highlights company growth, finding competitive advantage through a company's culture, and why employee ownership continues to matter in an AI world. This episode is the last part of the podcast's four-part series recognizing the importance of employee ownership.

    40min

  5. 24 DE OUT.

    EP29 - A View from the Inside: Interview with Kimberly McCourtney of the NCEO

    In this episode we explore what life is really like for leadership after a company becomes employee owned. Guest Kimberly McCourtney, former HR Executive of an ESOP company and currently the Peer Networking Manager at NCEO, shares her firsthand experience navigating the cultural and organizational shifts that follow the transition. Together, we discuss how leadership roles evolve when everyone has a stake, what an “ownership mindset” looks like in day-to-day operations, and why transparency and trust become the foundation for long-term growth. This thoughtful conversation offers a genuine look at the human side of employee ownership and is a must-listen for leaders in newly or soon-to-be employee-owned companies.

    43min

  6. 17 DE OUT.

    EP28 - Owner’s Voices

    In this episode. Makenzie interviews leaders from five diverse ESOP companies as they share their paths to employee ownership. Each organization offers a unique perspective on the transition process, the challenges and opportunities along the way, and the lasting impact ownership has had on their culture and performance.

    25min

  7. 10 DE OUT.

    EP27 - What is Employee Ownership: Interview with Corey Rosen of the NCEO

    In this episode, Jason interviews Corey Rosen of the National Center for Employee Ownership. Corey tells Jason a story to unpack what employee ownership really looks like – the hopes, the doubts, and the decisions that define the first step of the journey. The episode is designed as an educational resource to make the concept of employee ownership approachable – simple, clear, and human. If you’ve ever wondered as an owner how to move from curiosity to confidence, this is a great place to start.

    56min

  8. 3 DE OUT.

    EP26 - Employee Ownership Month Special Announcement

    In this podcast episode, Jason announces a special release schedule for Employee Ownership Month. For the month of October, the podcast will feature special guests, educational resources, and ESOP insights. Be sure to return each Friday for the next installment!

    4min
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Sobre

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.

Informações

  • Criado por
    Phillip Hayes and Jason Miller
  • Anos de atividade
    2020 - 2025
  • Episódios
    231
  • Classificação
    Explícito
  • Copyright
    © 2025 Journey to an ESOP & Beyond
  • Site do podcast
    Journey to an ESOP & Beyond

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