Succession Planning

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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!"

Mini-cast 41: Matt Cropp at VEOC19

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