Journey to an ESOP & Beyond
Jason Miller & Makenzie Wirth
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Doeren Mayhew's Jason Miller and Makenzie Wirth 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.--“Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities are not licensed CPA firms.
Episodes
Mentioned books
Jul 24, 2020 • 27min
EP31 - The Good, The Bad, and The Ugly - Customer Concentration Issues for ESOPs
This episode focuses on the issues related to customer concentration and how it affects your ESOP transaction. The podcast provides recommendations to plan through this issue for your transaction and boost your value in the process.
Jul 17, 2020 • 33min
EP30 - Interview with Jack Veale - Building Ownership Culture
This interview with Jack Veale dives into helpful information for companies looking at ESOP using tips from Jack's book "Creating Strategic Innovation"
Jul 13, 2020 • 29min
EP29 - The Art of War - Negotiation of an ESOP transaction.
This episode highlights the best practices for the negotiation of an ESOP transaction. It works through each step of the ESOP process and recommends preparation, the right team, and alignment with goals and objectives.
Jul 2, 2020 • 26min
EP28 - Breakfast Club - The Importance of Culture for an ESOP
This episode is helpful to explore you business culture in ways to prepare for an ESOP. "Culture eats strategy for breakfast" Peter Drucker
Jun 30, 2020 • 36min
EP27 - Interview with ESOP attorney Jason Ray from Dallas, TX
This interview digs into the issue of interim valuations and how they might be used during an economic downturn. Jason's experience with ESOPs offers valuable insight into managing these types of ESOP issues.
Jun 24, 2020 • 23min
EP26 - The Hunger Games - What is the deal with Warrants on ESOP transactions.
This episode will provide an overview of warrants used on ESOP transactions. A simplified case study is provided to help understand the use of warrants and relevant issues.
Jun 17, 2020 • 28min
EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH
This episode examines the seller's perspective and key management in evaluating the benefits and options of an ESOP, from the viewpoint of an experienced ESOP attorney
Jun 12, 2020 • 20min
EP24 - IRON MAN - Dealing with Difficult Leadership Decisions for your ESOP
This episode focuses on assessing the issues related to leadership problems and solutions to strengthen your business to support ESOP transition.
Jun 5, 2020 • 34min
EP23 - Interview with Joseph Sophia - First Financial Bank, Columbus OH
This interview with ESOP experienced banker Joseph Sophia will help the listener to better understand the process the bank goes through in underwriting an ESOP loan and the potential changes with COVID-19.
Jun 2, 2020 • 21min
EP22 - Before it Erupts - Kaboom! Working through business volatility
This episode focuses on issues related to business volatility as it is a major hurdle for companies trying to go ESOP. The episode focuses on solutions to help the companies address business volatility.
