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Jul 16, 2024
ESOP Summer School 43: Peter Newman - Successful Retirement Planning
Interview with Peter Newman discussing successful retirement planning with an emphasis on employee ownership.

Sep 29, 2023
Mini-cast 237: "If It's the Last Thing I Do" Published!
Celebrating David Fitz-Gerald's ESOP-themed novel "If It's the Last Thing I Do," which was published this week.

Aug 18, 2023
ESOP Summer School Mini-cast 28: "If It's the Last Thing I Do," an ESOP-themed Novel
ESOP Summer School: Celebrating this week's release of David Fitz-Gerald's new ESOP-themed book.

Jun 27, 2023
250: The NCEOX Initiative with Loren Rodgers and Steve Storkan
Loren Rodgers (NCEO) and Steve Storkan (EOX) discuss the NCEOX Initiative and bringing employee ownership to states and communities.

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 21, 2023
Mini-cast 225: "If It's the Last Thing I Do," an ESOP-themed Novel
Bret highlights a new Kickstarter campaign for the novel "If It's the Last Thing I Do" by ESOP Champion David Fitz-Gerald.

Apr 4, 2023
239: Transitioning to an ESOP, Part 2
Justin Van Etten of Stewart's Ambulance Service discusses how to make the ESOP transition process a success.

Mar 28, 2023
238: Transitioning to an ESOP, Part 1
Justin Van Etten discusses the ESOP transition process + why ambulance services are an amazing fit for employee ownership.


Aug 23, 2022
212: ICYMI - Cecile Betit and the Carris Reels Research
Cecile Betit, who has studied 100% ESOP Carris Reels since its inception as an ESOP in 1996 to today, shares her dissertation conclusions.

Feb 1, 2022
185: Chris Michael and EO Trusts Revisited
Chris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.

Feb 9, 2021
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 23, 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 17, 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 29, 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.
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