May 7Mini-cast 183: Is an ESOP Right for You?The NCEO's Danielle Clark-Newell discusses a June 2022 two-day feasibility seminar "Is an ESOP Right for You?" co-sponsored by the NCEOC.
Sep 15, 2021166: Darren Gleeman - RevisitedDarren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
May 5, 2021149: Darren Gleeman - ESOPs are NOT BoringDarren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.
Mar 17, 2021143: TXCEO - Building a State CenterSteve Storkan (EOX) and Jennifer Krieger (Weaver) discuss how the TXCEO was established + why a successful center helps all employee owners.
Aug 4, 2020ESOP Summer School 15: COVID-19 & the Valuation ProcessWelcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to...
Jul 22, 2020ESOP Summer School 13: Is It Okay to Celebrate? ESOP Terminations ExplainedJennifer Krieger of Weaver CPAs joins us to discuss ESOP terminations, how and why they happen, and how employee owners are protected.
Jul 18, 2020Mini-cast 91: ESOP Annual StatementsA look at ESOP participants' annual statements including what information must be included and what they mean and don't mean.
Jun 27, 2020Mini-cast 88: ICYMI Health, Wellness, & ValueHistorically, EO companies fare better during turbulent economic times. Bret Keisling looks at the interplay between culture and value.
Jun 24, 2020116: ESOP Feasibility RevisitedAn overview of ESOPs and their advantages, and then a deeper-dive into some of the key elements of assessing whether an ESOP is feasible.
Mar 17, 2020105: Rob Hilton, ASA - COVID-19 & the Valuation ProcessBret 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 13, 2020Mini-cast 73: Coronavirus and the 12/31/19 ValuationAs the coronavirus pandemic wreaks havoc both medically and economically, many ESOP companies and advisors are working on 2019 valuations...
Feb 5, 202099: CapEx, Real Estate, and ESOP Share PriceWe look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...
Dec 3, 201993: Seth Webber and the Process of Selling your BusinessBerryDunn’s Seth Webber discusses how and when to start the process of selling a business, the importance of seller due diligence.
Nov 30, 2019Mini-cast 62: Environmental Issues & ESOP Valuations and Transactions A brief discussion about the effects of environmental issues on ESOP valuations and transactions.
Nov 26, 201992: EO Spotlights - Will Rodriguez at Vision Point Capital; Ramona Rodriguez-Brooks at NCEOWe put our #EOSpotlight on Will Rodriguez of Vision Point Capital, who describes his efforts to raise ESOP awareness by educating CPAs...
Nov 5, 201990: Seth Webber & Robust ForecastingInaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage
Oct 30, 201989: EO Professional Spotlight - Growing Your PracticeOur EO Spotlight is on Jennifer Krieger of Weaver CPA; South Park Advisors shares how appearing on our podcast led to client engagement.
Sep 14, 2019Mini-cast 51: Health, Wellness, and Shareholder ValueAn EO company’s shareholder value should mean more than just account balance. Employees’ wellness, & happiness are additional measures...
Jul 9, 2019ESOP Summer School 3: Nick Sypniewski, ASA, of Comstock Advisors Our featured guest is Nickolas N. Sypniewski, ASA, of Comstock Advisors. We sat down with Nick at #NCEO19 for a deep dive on ESOP Valuation.
May 14, 201975: Business Valuation and Succession PlanningIn this episode we talk with Rob Snowden, ASA, ABV, of South Park Advisors [southparkval.com]. We sat down with Rob in April at the...