ESOP Summer School 41: Keith Butcher of ButcherJoseph
A discussion of mature ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm.
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- Feb 21
269: Planning an ESOP Statement Annual Meeting
Bret would love to speak at your ESOP statement annual meeting either in person or remotely. Schedule a free no-obligation conversation.
- Nov 22, 2023
260: Keith Butcher of ButcherJoseph, Part 2
A discussion of the interplay between private equity and ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co.
- Nov 18, 2023
Mini-cast 244: ESOP Companies Independent Board Members
Bret Keisling discusses Independent Board Members for ESOP Companies
- Nov 14, 2023
259: Keith Butcher of ButcherJoseph, Part 1
A discussion of mature ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm.
- Nov 3, 2023
Mini-cast 242: The IRS and ESOP Enforcement
A recent Internal Revenue Service press release and subsequent clarification has warned of potential IRS issues with ESOPs.
- Aug 15, 2023
ESOP Summer School 27: Challenges for Mature ESOPs with Jeff Buettner
ESOP Summer School: Jeff Buettner of ButcherJoseph & Co discusses challenges faced by mature ESOPs.
- Jun 13, 2023
249: EO Down Under with Thomas Lewin
Interview with Thomas Lewin, an Australia-based EO professional advisor and advocate, and founder of ESOP Pal.
- Jun 9, 2023
Mini-cast 232: Jenn Krieger - An Acquisition, a Transition, and a Baby!
Jennifer Krieger of Weaver shares the news of Weaver's acquisition of Columbia Financial Advisors, Inc. and more.
- Jun 6, 2023
248: Weaver's Beyond The Numbers - Case Study of an ESOP Construction Transaction
Podcast takeover episode: Jenn Krieger at Weaver shares her conversation with Will Rosell of Pieper-Houston Electric about their ESOP.
- Apr 25, 2023
242: ICYMI - Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
- Mar 17, 2023
Mini-cast 220: ICYMI - Hardship Withdrawals from ESOP Accounts
Finding the balance between short term needs and retirement security through the use of hardship and in-service withdrawals.
- Jan 17, 2023
Winter Wonderland 009: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
- Nov 16, 2022
224: Challenges for Mature ESOPs with Jeff Buettner
Jeff Buettner of ButcherJoseph & Co discusses challenges faced by mature ESOPs that go beyond repurchase obligations.
- Nov 9, 2022
223: Stock Appreciation Rights with Jenn Krieger
Jennifer Krieger, financial advisory services director at Weaver, discusses stock appreciation.
- Oct 11, 2022
219: Darren Gleeman Returns to Bust More ESOP Myths
Darren Gleeman of MBO Ventures, busts more ESOP myths including why ESOPs are NOT more complicated than other transactions.
- Aug 2, 2022
209: Rising Interest Rates & ESOP Valuations
Albert del Pilar, managing director at ButcherJoseph & Co., discusses how ESOPs can manage interest rate uncertainty.
- Jul 19, 2022
207: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
- Jul 5, 2022
205: Executive Compensation for ESOPs
M. John Burgess, Esq. of Shumaker and Curtis Schehr of DCS Corp. discuss the importance of ESOP executive compensation plans.
- Jun 7, 2022
202: Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
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