Journey to an ESOP & Beyond
By Phillip Hayes
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Category: Entrepreneurship
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Episodes: 178
Description
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.
| Episode | Date |
|---|---|
|
EP13 - Randy Macho Man Savage - Bring Down or Take Down Call For An ESOP Transaction
|
Apr 23, 2024 |
|
EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company
|
Apr 12, 2024 |
|
EP11 - Titanic - Avoiding The Icebergs On Your ESOP
|
Apr 02, 2024 |
|
EP10 - ESOP Trustee Interview - Bill Kropkof
|
Mar 23, 2024 |
|
EP9 - Tin Cup - ESOPs - The Road Less Travelled
|
Mar 15, 2024 |
|
EP8 - ESOP Experience - Interview With Dale Hobbs of Hobbs Madison 100% ESOP
|
Mar 04, 2024 |
|
EP7 - Don’t Worry Be Happy - The Holistic ESOP Plan
|
Feb 23, 2024 |
|
EP6 - Why EOS Goes Well With ESOPs… EOS Worldwide CEO - Mark O’Donnell
|
Feb 17, 2024 |
|
EP5 - Mutiny on the Bounty - Communicating Positively With Key Employees Along Your Journey to An ESOP.
|
Feb 10, 2024 |
|
EP4 - EOX - Interview with Steve Storkan - ESOP Education And EOX Mission
|
Feb 03, 2024 |
|
EP3 - Jumanji - Reality of Communicating ESOP to Employees
|
Jan 26, 2024 |
|
EP2 - ESOP Committees - Interview with employees of ESOP company Smooth Fusion
|
Jan 17, 2024 |
|
EP1 - Journey to an ESOP & Beyond - Special Message
|
Jan 11, 2024 |
|
EP30 - Shawshank - Financial and Deal Structure - Completing The ESOP Site Visit Presentation
|
Dec 21, 2023 |
|
EP31 - Christmas Carol - What Does The Ghost of Past, Present, and What is Yet to Come To Consider An ESOP For 2024
|
Dec 21, 2023 |
|
EP29 - Third Party Administration for ESOPs - Session with Scott Freund with Blue Ridge
|
Dec 14, 2023 |
|
EP28 - The Giver Part 2 - Continuation of ESOP Site Visit
|
Dec 01, 2023 |
|
EP27 - IRS and ESOPs - Allison Wilkerson ESOP Attorney Interview - Discussion on the Recent IRS review of ESOP Tax Schemes
|
Nov 21, 2023 |
|
EP26 - The Giver - ESOP Site Visit - Company Overview
|
Nov 07, 2023 |
|
EP25 - ESOP Financing - How Do I Get My Money? Interview with Chris Cucci of Climate First Bank
|
Oct 26, 2023 |
|
EP24 - Rudy - The Game Plan For The ESOP Site Visit
|
Oct 13, 2023 |
|
EP23 - ESOP Experience - Georgia Spa 100% ESOP with founder and CEO - Mark Stevens
|
Oct 02, 2023 |
|
EP22 - Mission Impossible 3 - ESOP Feasibility Exploring The Timing of Your ESOP Transaction
|
Sep 18, 2023 |
|
EP21 - Buy-Side Business Valuation for an ESOP Transaction - Corley Thomas with HDH Advisors
|
Sep 05, 2023 |
|
EP20 - Mission Possible 2 - ESOP Feasibility - Considering the IRS in Your ESOP Plan
|
Aug 22, 2023 |
|
EP19 - Building Value in Your Business - Interview with Shawn Busse - CEO of Kinesis
|
Aug 11, 2023 |
|
EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning
|
Jul 28, 2023 |
|
EP17 - Interview with Loren Feldman from the 21 Hats podcast as a special guest to talk about ESOPs
|
Jul 13, 2023 |
|
EP16 - Catch Me If You Can - Choosing your ESOP Advisors
|
Jul 03, 2023 |
|
EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.
|
Jun 22, 2023 |
|
EP14 - Count of Monte Cristo - ESOPs and Management Incentive Plans - Best Practices of Retaining Key People
|
Jun 11, 2023 |
|
EP13 - Progressive Flooring and Services, Inc. - Interview with Nino Cervi (CEO and former shareholder) their journey to a 100% ESOP
|
Jun 02, 2023 |
|
EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?
|
May 23, 2023 |
|
EP11 - Jim Bonham - President of The ESOP Association - Interview on Current Legislation and Resources
|
May 10, 2023 |
|
EP10 - Ahhhh…Freak Out! ESOP process - how might one freak out during the process and what can you do about it?
|
Apr 27, 2023 |
|
EP9 - EOT (Employee Ownership Trust) vs ESOP Employee Stock Ownership Plans with Chris Michael at EOT Advisors
|
Apr 17, 2023 |
|
EP8 - All The President’s Men - When Should You Announce Your ESOP?
|
Apr 07, 2023 |
|
EP7 - Story of a New ESOP - Total Solutions Group
|
Mar 25, 2023 |
|
EP6 - “Show Me The Money” for an ESOP transaction
|
Mar 13, 2023 |
|
EP5 - Secure Act 2.0 - How Does This New Legislation Affect ESOPs - Interview with John Burgess
|
Feb 27, 2023 |
|
EP4 - The Greatest Showman - Recruiting Talent for Your ESOP
|
Feb 18, 2023 |
|
EP3 - Buy-Side Valuation on ESOP Transaction with Adrian Loud from Censeo
|
Feb 03, 2023 |
|
EP2 - Tenet - Conceptualizing Your ESOP
|
Jan 24, 2023 |
|
EP1 - Warrants on an ESOP transaction with Will Rodriguez at Vision Point Capital
|
Jan 11, 2023 |
|
EP35 - The Grinch - evaluating the ESOP versus a third party buyer for your company
|
Dec 24, 2022 |
|
EP34 - Symbiont Services - with Sandy King, President and Owner sold 100 percent to ESOP
|
Dec 14, 2022 |
|
EP33 - The Longest Yard - Quarterback for your ESOP - what should you know about this important role?
|
Dec 01, 2022 |
|
EP32 - ESCA - interview with Noelle Montano - what they do and how they help ESOPs
|
Nov 18, 2022 |
|
EP31 - Oceans 11 - Las Vegas - what questions should I ask at the ESOP conference!
|
Nov 07, 2022 |
|
EP30 - Dancing with the DOL - interview with Wayne Isaacks
|
Oct 25, 2022 |
|
EP29 - Should I stay or should I go? Stepping into your succession plan using an ESOP
|
Oct 11, 2022 |
|
EP28 - NCEO Book Launch: “Ownership: Reinventing Companies, Capitalism, and Who Owns What” - Interview with Corey Rosen
|
Sep 27, 2022 |
|
EP27 - Happy Gilmore - ESOP transactions using a hockey stick projection!
|
Sep 19, 2022 |
|
EP26 - ESOPs and real estate - interview with Jim LaHam and Justin Knox - tax partners with Berman Hopkins CPA
|
Sep 09, 2022 |
|
EP25 - Take this job and shove it - The Great Resignation - How do ESOPs help retain employees?
|
Aug 30, 2022 |
|
EP24 - Potential issues for ESOPs during recessionary times with Michael Miller - ESOP Trustee.
|
Aug 18, 2022 |
|
EP23 Cruella de Vil - part 3 Making the Best Presentation for your ESOP
|
Aug 09, 2022 |
|
EP22 - How does a joint venture affect 409(p) with Cass Hollis - ESOP attorney from Bryan Cave Leighton and Paisner out of Atlanta GA
|
Jul 28, 2022 |
|
EP21 - Cruella de Vil - part 2 Making the Best Presentation for your ESOP
|
Jul 15, 2022 |
|
EP20 - Considerations for Post-ESOP discussion with Katie Hardin - ESOP accounting/benefits expert with Berman Hopkins.
|
Jul 07, 2022 |
|
EP19 - Cruella de Vil Part 1 - Making the Best Presentation for your ESOP - special feature guest "The English ESOP Guy"
|
Jun 28, 2022 |
|
EP18 - ESOPs for General Contractors - real life ESOP transaction experience with Joe Hurt, President of RLH Construction
|
Jun 16, 2022 |
|
EP17 - FREE Guy meets the ESOP Guy - Recession proofing your business
|
Jun 04, 2022 |
|
EP16 - Galaxy Vets - a unique roll up model using ESOP with Emmitt Nantz, COO
|
May 24, 2022 |
|
EP15 - Dead Poet Society - the critical value of Fostering Creativity in your Company on your journey to an ESOP
|
May 17, 2022 |
|
EP14 - ESOPs as solutions for Government Contractors with expert Hobie Frady with Warren Averett from Huntsville, AL with discussion on the new SBA ruling for 100 percent ESOPs
|
May 10, 2022 |
|
EP13 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 4)
|
May 03, 2022 |
|
EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank
|
Apr 22, 2022 |
|
EP11 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 3)
|
Apr 11, 2022 |
|
EP10 - Fiduciary Insurance for ESOPs - discussion with Jeff Gelburd with Murray Insurance
|
Mar 31, 2022 |
|
EP9 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 2)
|
Mar 21, 2022 |
|
EP8 - Jim Bado - Workplace Development - Creating ownership thinking in your ESOP
|
Mar 14, 2022 |
|
EP7 - Young Frankenstein - The Science of Business Valuation For ESOPs (part 1)
|
Mar 04, 2022 |
|
EP6 - ESOPs from Down Under (Australia) - International Interview with Succession Advisor - Craig West CPA on Psychology of Selling to an ESOP.
|
Feb 25, 2022 |
|
EP5 - "The Boss" - transitioning the CEO role in preparation of your ESOP
|
Feb 21, 2022 |
|
EP4 - Seller Fiduciary Risk for ESOPs - discussion with Greg Daugherty
|
Feb 11, 2022 |
|
EP3 - The tale of two ESOPs
|
Feb 04, 2022 |
|
EP 2 - ESOPs for Healthcare entities - discussion with SCJ Fiduciary Services
|
Jan 28, 2022 |
|
EP1 - (Season 3) Life of Pi - 2021 Year in Review
|
Jan 19, 2022 |
|
EP44 - The challenges of ESOP financing with Jamie Walrack...First American Bank from Chicago, IL
|
Jan 10, 2022 |
|
EP43 - Jurassic Park - due diligence on ESOP deals
|
Dec 29, 2021 |
|
EP42 - Third Party Administrator's role in the ESOP ...discussion. With Carla Klingler at Blue Ridge and Associates.
|
Dec 21, 2021 |
|
EP41 - JAWs - Finding your Blue Ocean Strategy on your journey to an ESOP
|
Dec 10, 2021 |
|
EP40 - McFarland - Running on KPIs - How measuring the right numbers can help you on your Journey to an ESOP
|
Nov 30, 2021 |
|
EP39 - ESOP board of directors - interview with Richard Cope "how the board can support your ESOP company going to the next level"
|
Nov 20, 2021 |
|
EP38 - In The Air Tonight - Right People/Right Seats
|
Nov 11, 2021 |
|
EP37 - The Decision to become an ESOP company - a discussion with Todd Knowlton - CEO of Smooth Fusion from Lubbock, Texas.
|
Nov 02, 2021 |
|
EP36 - The Lost Boys - The "Cost" of an ESOP transaction
|
Oct 20, 2021 |
|
EP35 "An ESOP deal - case study" Discussion with Mike Zeller - ESOP attorney from Moore & Van Allen out of Charlotte, NC.
|
Oct 11, 2021 |
|
EP34 - Office Space - An analysis on ESOPs as C-Corps
|
Oct 05, 2021 |
|
EP33 - Interview with Greg Daugherty ESOP attorney with Porter Wright from Columbus, OH to discuss the ESOP pre-funded strategy.
|
Sep 22, 2021 |
|
EP32 - Tommy Boy - "A reorg"...what does that mean? Trying to get both the 1042 and S-Corp exemption for ESOPs!
|
Sep 12, 2021 |
|
EP31 - A Partial ESOP - Experiences from newly formed ESOP company: AOTC - Brian Barnett and Todd McDowell
|
Sep 06, 2021 |
|
EP30 - Spiderwick - Skeptics Scowl - myths and misconceptions of ESOPs
|
Aug 30, 2021 |
|
EP29 - ESOPs as a solution for wealth inequality - discussion with Thomas Dudley - CEO of Certified EO.
|
Aug 19, 2021 |
|
EP28 - Godfather - ESOP plan design - planning for the deal you cannot refuse...
|
Aug 14, 2021 |
|
EP27 - Discussion with Darren Gleeman MBO Ventures from New York - "ESOPs and capitalism"
|
Aug 09, 2021 |
|
EP26 - A few good men/women - interviewing an ESOP Trustee
|
Jul 30, 2021 |
|
EP25 - The Spectrum of Fiduciary for ESOPs - interview with Rick Pearl of Faegre Drinke
|
Jul 26, 2021 |
|
EP24 - King Kong - Growth versus Scalability for companies planning an ESOP
|
Jul 19, 2021 |
|
EP23 - Essence of Entrepreneurialism to support an ESOP transition and sustainability - Interview with Eleanore Rue from the perspective of a singer/songwriter from Nashville, TN
|
Jul 09, 2021 |
|
EP22 - 100 foot Journey - an S-Corp with a side of 1042
|
Jul 03, 2021 |
|
EP21 - “Create Amazing” Interview with author Greg Graves, Retired, Chairman and CEO, Burns & McDonnell - ESOP company.
|
Jun 25, 2021 |
|
EP20 - Forrest Gump versus John D. Rockefeller - leveraging successful business habits for your ESOP.
|
Jun 17, 2021 |
|
EP19 - Discussion with Peter Jones from Tucker Ellis - Value of Independence for ESOPs
|
Jun 04, 2021 |
|
EP18 - Lifecycles of ESOPs - discussion with James Urbach - ESOP trustee
|
May 31, 2021 |
|
EP17 - Perfect Storm - ESOP Tsunami - predicting many more ESOPs over next ten years
|
May 21, 2021 |
|
EP16 – ESOP Politics – discussion with Renee Lewis from Holland and Knight – Chicago, IL
|
May 15, 2021 |
|
EP15 - Taken- selecting the right advisor for your ESOP.
|
May 07, 2021 |
|
EP14 - Why ESOP culture makes a difference! Discussion with Daniel Goldstein from Folience - a portfolio of ESOP companies.
|
May 02, 2021 |
|
EP13 - You wanted to be a banker - financing your ESOP transaction.
|
Apr 23, 2021 |
|
EP12 - Discussion on second stage ESOP transactions with James Bristol and Sean Sullivan with Waller Law Nashville, TN.
|
Apr 16, 2021 |
|
EP11 - Pearl Harbor - DOL invasion for an ESOP transaction with redemption versus sale
|
Apr 09, 2021 |
|
EP10 - Interview with Nick Francia with UBS regarding the 1042 transaction.
|
Mar 31, 2021 |
|
EP9 - Braveheart - Control vs. Non-Control affecting your ESOP transaction.
|
Mar 26, 2021 |
|
EP8 - Flexibility of structuring an ESOP for your succession plan. Interview with Pete Profumo at Braden Kitchens, Inc 100% ESOP
|
Mar 16, 2021 |
|
EP7 - ESOPs for contractors - discussion with Michael Strahan of KPS Bonds out of San Diego CA.
|
Mar 08, 2021 |
|
EP6 - ESOPs for Contractors discussion with Ben Wells - ESOP attorney Cincinnati, OH
|
Feb 25, 2021 |
|
EP5 - Titanic vs. The Love Boat - ESOPs for contractors
|
Feb 19, 2021 |
|
EP4 - ESOP financing for Government Contractors with Patrick Stoltz at Wintrust Bank
|
Feb 11, 2021 |
|
EP3 - Any Given Sunday - Overtime. Competitive Analysis for your company going towards ESOP
|
Feb 03, 2021 |
|
EP2 - ESOPs for Rollup companies - discussion with Steve Goodman - ESOP attorney from Louisville, KY
|
Jan 25, 2021 |
|
EP1 - Any Given Sunday - Competitive Analysis
|
Jan 18, 2021 |
|
EP55 - Medical practices as ESOPs - interview with Richard Glassman - ESOP attorney from Connecticut.
|
Jan 07, 2021 |
|
EP54 - Home alone - What are you going to do with your business?
|
Dec 31, 2020 |
|
EP53 - Government Contractors as ESOPs - interview with ESOP attorney Andy Watson from Hunstsville, AL
|
Dec 24, 2020 |
|
EP52 - Inception Deception - Evaluating your business valuation
|
Dec 18, 2020 |
|
EP51 - Interview with Certified EO's CEO - Thomas Dudley from Oakland, CA
|
Dec 11, 2020 |
|
EP50 - Fast Car - Emotional Issues Related To Selling Your Business To An ESOP.
|
Dec 01, 2020 |
|
EP49 - Interview with Renee Lewis - ESOP attorney with Holland & Knight from Chicago, IL
|
Nov 24, 2020 |
|
EP48 - To be or not to be - the choice to be an ESOP internal trustee
|
Nov 20, 2020 |
|
EP 47 - Interview with Jim Rolfe (ESOP lender) with CIBC Bank US out of Chicago, IL
|
Nov 12, 2020 |
|
EP46 - Family Ties - issues of a family business in relation to an ESOP.
|
Nov 06, 2020 |
|
EP45 - Moonstruck - You talking to the owner here!
|
Oct 29, 2020 |
|
EP44 - Who is in control of my ESOP - Interview with ESOP trustee - Neil Brozen, Minneapolis, Minnesota
|
Oct 22, 2020 |
|
EP43 - Norm! Normalization adjustments for business valuation of ESOPs
|
Oct 13, 2020 |
|
EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.
|
Oct 08, 2020 |
|
EP 41 - What is one thing you would do as President? Strategic Planning for companies going ESOP
|
Sep 29, 2020 |
|
EP40 - Interview with Tim Jochim - ESOP Attorney - The Godfather of ESOPs
|
Sep 21, 2020 |
|
EP39 - 1042 - set hike - tax play for an ESOP
|
Sep 11, 2020 |
|
EP38 - Interview with ESOP company - Southeastern Surveying and Mapping...Brian Garvey - Orlando, FL
|
Sep 04, 2020 |
|
EP37 - SAR - a long, long way to run
|
Aug 28, 2020 |
|
EP36 - Interview with Andy Daly and Stephen Eide - ESOP attorneys from Minneapolis, MN
|
Aug 22, 2020 |
|
EP35 - Bill and Ted - Face The Music of 409(p)
|
Aug 17, 2020 |
|
EP34 - Interview with John Burgess - debut of FLCEO new non-profit in Florida to help ESOPs
|
Aug 10, 2020 |
|
EP33 - The Accountant - The Need For Accountability
|
Aug 06, 2020 |
|
EP32 - Anatomy of an ESOP Transaction - recorded negotiation case study with Miguel Paredes (trustee) and Peter Aliferis (advisor)
|
Jul 31, 2020 |
|
EP31 - The Good, The Bad, and The Ugly - Customer Concentration Issues for ESOPs
|
Jul 24, 2020 |
|
EP30 - Interview with Jack Veale - Building Ownership Culture
|
Jul 17, 2020 |
|
EP29 - The Art of War - Negotiation of an ESOP transaction.
|
Jul 13, 2020 |
|
EP28 - Breakfast Club - The Importance of Culture for an ESOP
|
Jul 02, 2020 |
|
EP27 - Interview with ESOP attorney Jason Ray from Dallas, TX
|
Jun 30, 2020 |
|
EP26 - The Hunger Games - What is the deal with Warrants on ESOP transactions.
|
Jun 24, 2020 |
|
EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH
|
Jun 17, 2020 |
|
EP24 - IRON MAN - Dealing with Difficult Leadership Decisions for your ESOP
|
Jun 12, 2020 |
|
EP23 - Interview with Joseph Sophia - First Financial Bank, Columbus OH
|
Jun 05, 2020 |
|
EP22 - Before it Erupts - Kaboom! Working through business volatility
|
Jun 02, 2020 |
|
EP21 - Interview with ESOP attorney - David Joffe - partial ESOPs
|
May 27, 2020 |
|
EP20 - Interview with Miguel Paredes - former DOL supervisor now Trustee Los Angeles CA
|
May 21, 2020 |
|
EP19 - Bill and Ted's ESOP Adventure - 1+1=4
|
May 18, 2020 |
|
EP18 - Interview with ESOP business valuation expert - Will Rodriguez - Tampa, FL
|
May 09, 2020 |
|
EP17 - Risky Business - Focus on risk related to Access to Capital.
|
May 04, 2020 |
|
EP16 - Interview with Brandon Ernstes ESOP insurance expert with Houchens Insurance, Nashville TN
|
Apr 29, 2020 |
|
EP15 - Did Uncle Sam Go Crazy? ESOPs - issues and opportunities related to tax exempt S-corps.
|
Apr 26, 2020 |
|
EP14 - Interview with ESOP Trustee - Wayne Isaacks from Houston, TX - discussion on ESOPs during the Covid-19 crisis
|
Apr 20, 2020 |
|
EP13 - Interview with Commercial Banker - David Stahl from Hillcrest Bank, Salt Lake City, UT - PPP loan process
|
Apr 16, 2020 |
|
Ep12 - Dante's Inferno - Reinventing Your Business Model Through Times of Uncertainty
|
Apr 09, 2020 |
|
Ep11 - Interview with Bonding Agent with ESOP experience - Margie Morris from Guignard Company
|
Apr 06, 2020 |
|
Ep10 - We The People - "Employees" - Cultivating Talent for your ESOP
|
Apr 03, 2020 |
|
Ep9 - Interview with an Orlando ESOP Attorney - Jay Van Heyde
|
Mar 19, 2020 |
|
Ep8 - Time in a bottle - Effects on a business valuation
|
Mar 18, 2020 |
|
Ep7 - Mt. Everest part 2 - Revenue Planning
|
Mar 13, 2020 |
|
Ep6 - Mt. Everest Part 1 - Revenue Planning
|
Mar 09, 2020 |
|
Ep5 - Nostradamus - Forecast Financial Information
|
Mar 05, 2020 |
|
Ep4 - ESOPportunity - Episode 4
|
Mar 01, 2020 |
|
Ep3 - Management Transition Planning - The continuum part 2
|
Feb 24, 2020 |
|
Ep2 - Management transition planning - The continuum
|
Feb 19, 2020 |
|
Ep1 - Enough Information to be Dangerous
|
Feb 18, 2020 |