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Mini-cast 79: Big G Goes to Washington
President Trump honored America's truckers in a White House ceremony. Honorees included Steven Richardson an employee-owner at Big G Express
Apr 24, 2020


109: Internal & External Trustees Revisited
As the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in
Apr 21, 2020


Mini-cast 78: NewAge Industries - An Essential ESOP
NewAge Industries is a PA-based 100% ESOP that specializes in fluid transfer, i.e., tubing and couplings etc. It provides essential COVID-19
Apr 17, 2020


108: Martin Staubus and Why EO Matters
Martin Staubus joins host Bret Keisling and shares how The Beyster Institute came to exist, his own path to passionate advocacy...
Apr 14, 2020


Mini-cast 77: Bankruptcy & ESOP Participants
When an ESOP company files for bankruptcy, ESOP participants are at risk of losing everything because they are, at most, unsecured creditors
Apr 10, 2020


107: Tom Roback - Plan Administration & COVID-19
A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...
Apr 7, 2020


Mini-cast 76: ESOP Spotlight - Blue Ridge ESOP Associates
Blue Ridge ESOP Associates is a premiere ESOP Plan and 401(k) administration. CEO Tom Roback shares exciting news.
Apr 3, 2020


Mini-cast 75: Pausing ESOP Deals - Why It's Necessary
Mark Kossow, Esq., of Clark Hill discusses some of the reasons why ESOP transactions need to be paused during COVID-19.
Mar 27, 2020


Mini-cast 74: Company Culture in a National Emergency
Metro Central PA location is doing a tremendous job weathering the COVID-19 National Emergency by treating their team members like family...
Mar 20, 2020


105: Rob Hilton, ASA - COVID-19 & the Valuation Process
Bret Keisling is joined by Rob Hilton, A.S.A. of South Park Advisors for a broad discussion on how ESOP valuation advisors will navigate...
Mar 17, 2020


Mini-cast 73: Coronavirus and the 12/31/19 Valuation
As the coronavirus pandemic wreaks havoc both medically and economically, many ESOP companies and advisors are working on 2019 valuations...
Mar 13, 2020


104: Benefits of EO & The US House Small Business Committee
Four passionate advocates for EO testified on "Challenges and Benefits of Employee-owned Small Businesses" before the US Small Business Comm
Mar 10, 2020


103: ICYMI - ESOP Basics: Plan Design & Admin
We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to
Mar 3, 2020


Mini-cast 72: An EO Look at Another Debate
Democratic candidates for president held another debate. Bret Keisling looks at how some of the candidates are discussing EO, even if they d
Feb 28, 2020


102: ICYMI - Matt Hancock of Praxis CG
Bret Keisling sits down with Matt Hancock of Praxis Consulting Group to talk about ESOPs and company culture.
Feb 25, 2020


Mini-cast 71: EO and the Democratic Debate
History was made earlier this week when employee ownership was discussed at the February 19th Democratic presidential debate in Las Vegas.
Feb 21, 2020


101: Bob “Crocodile” Lile: The Business & Culture of Route 66
Bob “Crocodile” Lile of The Lile Art Gallery on Route 66 in Amarillo, TX is an amazing artist and businessman dedicated to keeping the histo
Feb 18, 2020


Mini-cast 70: Daniel Goldstein Grows the EO Sandbox
Earlier this week, Daniel Goldstein, CEO of employee-owned Folience, testified on Challenges and Benefits of Employee-Owned Small Businesses
Feb 14, 2020


100: ESOP Professionals Meeting & Practice Development with Jennifer Krieger
Bret Keisling takes a quick look at our road to our 100th Podcast. Podcast contributor Jennifer Krieger of Weaver CPAs returns to share her
Feb 11, 2020


Mini-cast 69: ESOP Participants and Plan Information
ESOP companies must provide participants (including current and former employees) certain information including an annual account statement
Feb 7, 2020
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