What's Next Hosted by Acuity Advisors

Acuity Advisors
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Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit.

  1. 07/27/2023

    Is an ESOP Right for You?

    In this podcast, we look at the fundamentals of ESOPs, their benefits, drawbacks, and when and where they are a good fit for a business owner who is seeking a transition of ownership.

  2. 01/04/2023

    ESOP Transactions & The Current Debt Markets – Are Deals Getting Done? Â

    While 2022 was a challenging year for many index funds and most everyone's 401(k), private market buyouts and ESOP transactions remained relatively robust, in terms of both valuation and transaction volume. In this month's episode, Chris and Chase sit down to unpack how, even amid rising interest rates and the prospect of a recession, business owners were still able to leverage ESOPs to achieve their succession goals, and what dynamics lay ahead for owners weighing a sale in 2023.

    ESOP Transactions & The Current Debt Markets – Are Deals Getting Done? Â

  3. 10/12/2022

    Q4 ESOP Update: Topics, Trends & Takeaways from the CAWS Conference

    As overall M&A activity in the U.S and around the world cools off, new ESOP formations continue to show high levels of activity, even amid turbulent macro conditions. In this month's edition of What's Next, Chris and Chase share their insights on how the market for ESOP transactions can be so resilient, and what the industry at large is focused on heading into year-end.

  4. 06/02/2022

    Talking Talent: Recruiting, Retaining and Incentivizing your Leadership Team

    In the era of virtual workspaces and unprecedented personal mobility, finding and landing senior talent seems more difficult than ever. At the same time, retaining and motivating the leaders you already have might be even more vital.  Join us for a lively discussion with Chris Craig, VP of Executive Search with McDermott + Bull, a worldwide leader in executive search and interim leadership placements. Chris takes us through today's talent acquisition landscape, how companies are exploring and leveraging interim executives to meet their immediate goals, and what other perks and incentives are helping businesses keep their leadership teams on board and on track.

  5. 05/11/2022

    Key Takeaways from the NCEO National Conference

    Late in April, a large contingent from the ESOP community gathered in Seattle to reconvene at the National Center for Employee Ownership's first in-person National Conference since Spring 2019. In this month's episode, Chris and Chase sit down to go over the major themes discussed among ESOP company leaders and advisors at the conference, and how recent economic and market trends are impacting the environment for new and existing ESOP companies in 2022.

    Key Takeaways from the NCEO National Conference

  6. 03/12/2022

    Valuation Updates in a Post-Pandemic Economy

    In this episode of What's Next, Chase and Chris are talking about five of the major themes impacting business valuation and transactions in the global economy today, including interest rates, inflation impacts, and a few other major topics that are front of mind for everybody right now. Take a listen and let us know what you think at acuityadvisors.com/contact.

  7. 02/23/2022

    What's Next 1-on-1: The Role of an ESOP Trustee

    This month, we're joined by our very first guest on the podcast, Mike Flesch of Alerus Financial. In his role with Alerus, Mike serves as the independent and institutional trustee for a number of employee-owned companies, and he stopped by the studio (office) to talk with Chris Kramer about what an ESOP trustee does, how to select a trustee if you're planning to implement an ESOP, and some of the ways leadership teams and trustees can work together to help their companies maximize the benefits of an ESOP.

  8. 11/24/2021

    Dealing Through the Pandemic: 5 Ways COVID is Changing M&A

    In the early days of the pandemic, deal making in the middle-market came to a sudden and startling halt. Since then, overall M&A activity has reached a frenzied pace across virtually all industries and market segments, and shows virtually no signs of slowing down. In this month's episode, Chris and Chase talk through the dynamics driving the surge in transactions, and how both buyers and sellers are navigating the lingering impacts of the pandemic.

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Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit.

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