Succession Planning

All Posts
Participants & Management
Organizations & Advocacy
Internal vs. External
Fiduciary
Culture & Communication
Valuation
Special Interest
Legal
Presentations
Mini-Cast
Roundtable
Succession Planning
Co-ops
KEISOP
ESOP World Calendar
ESOP Summer School
Fiduciary Duty
EO Food for Thought
Act Like an Owner
EO Professional Spotlight
EO A-Ha Moment
ESOP Wonderland

Feb 9

138: Tracy Till - EO Companies, Boards, & Orgs

Tracy Till discusses the importance of a good Board of Directors for strategic growth and why she works with Certified EO and EOX.

Nov 24, 2020

127: Doug Schukar - USA Mortgage

USA Mortgage's Doug Schukar shares his path to an ESOP, what he’d do differently, + why he credits being an ESOP w/ a 1 year 600% increase.

Jun 24, 2020

116: ESOP Feasibility Revisited

An overview of ESOPs and their advantages, and then a deeper-dive into some of the key elements of assessing whether an ESOP is feasible.

Apr 18, 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

Dec 3, 2019

93: Seth Webber and the Process of Selling your Business

BerryDunn’s Seth Webber discusses how and when to start the process of selling a business, the importance of seller due diligence.

Oct 30, 2019

89: EO Professional Spotlight - Growing Your Practice

Our EO Spotlight is on Jennifer Krieger of Weaver CPA; South Park Advisors shares how appearing on our podcast led to client engagement.

Aug 20, 2019

ESOP Summer School 9: Bob Whalen, CEO of Employee-Owned HB Global, LLC

Bob Whalen describes how HB Global's ESOP creates both a positive current working environment today and a retirement vehicle for the future.

Aug 6, 2019

ESOP Summer School 7: Ken Baker CEO of NewAge Industries on the Benefits of ESOPs and Shared Capital

Ken Baker, CEO of NewAge Industries, and co-founder of the Pennsylvania Center for Employee Ownership (PaCEO), shares best practices.

Jun 25, 2019

ESOP Summer School 1: Larry Filipski of 100% ESOP Once Again Nut Butter

We kick off summer with our talk with the 100% ESOP Once Again Nut Butter. The employee-owners of OANB "spread integrity!"

Jun 14, 2019

Mini-cast 41: Matt Cropp at VEOC19

We talk with Matt Cropp, Co-Executive Director of the Vermont Employee Ownership Center at #VEOC19.

{"items":["60221e2f05eb0f0017641882","5fbc60c91b3fa7001735bcbd","5ef2bacd550f280017d03762","5e9a4acc5a01680017e92a19","5de6d7f4fc03430017c1d5e8","5db8aa8eec98be0018ad4cb0","5d5c57debd74d60016432b2e","5d49c7fe09fa9b0017a6acc2","5d127aa181ae08001607cd09","5d041032e19c7700169a9351"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1.3333333333333333,"isVertical":true,"gallerySize":30,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":32,"galleryMargin":0,"scatter":0,"rotatingScatter":"","chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":1,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCropRatios":"","columnWidths":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":1,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":1,"mobilePanorama":false,"placeGroupsLtr":true,"viewMode":"preview","thumbnailSpacings":4,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"bottomInfoHeight":0,"titlePlacement":"SHOW_ON_THE_RIGHT","galleryTextAlign":"center","scrollSnap":false,"itemClick":"nothing","fullscreen":true,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","slideAnimation":"SCROLL","scrollDirection":0,"scrollDuration":400,"overlayAnimation":"FADE_IN","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"NEVER_SHOW","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","imagePlacementAnimation":"NO_EFFECT","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":0,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"loadMoreButtonText":"","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"ATTACHED_BACKGROUND","itemBorderWidth":1,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":"1","videoLoop":true,"jsonStyleParams":"","gallerySizeType":"px","gallerySizePx":940,"allowTitle":true,"allowContextMenu":true,"textsHorizontalPadding":-30,"itemBorderColor":{"themeName":"color_12","value":"rgba(246,246,246,0.75)"},"showVideoPlayButton":true,"galleryLayout":2,"targetItemSize":940,"selectedLayout":"2|bottom|1|fill|true|0|true","layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":false,"externalInfoHeight":0,"externalInfoWidth":0.5},"container":{"width":940,"galleryWidth":972,"galleryHeight":0,"scrollBase":0,"height":null}}