209: Rising Interest Rates & ESOP Valuations
Albert del Pilar, managing director at ButcherJoseph & Co., discusses how ESOPs can manage interest rate uncertainty.
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- Jul 8
Mini-cast 191: CLIF Bar Announces Sale to Mondelēz
Bret Keisling discusses the recently announced sale of Clif Bar to Mondelēz International.
- May 6
Mini-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 14, 2021
166: Darren Gleeman - Revisited
Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
- May 4, 2021
149: Darren Gleeman - ESOPs are NOT Boring
Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.
- Mar 16, 2021
143: TXCEO - Building a State Center
Steve Storkan (EOX) and Jennifer Krieger (Weaver) discuss how the TXCEO was established + why a successful center helps all employee owners.
- Aug 4, 2020
ESOP Summer School 15: COVID-19 & the Valuation Process
Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to...
- Jul 21, 2020
ESOP Summer School 13: Is It Okay to Celebrate? ESOP Terminations Explained
Jennifer Krieger of Weaver CPAs joins us to discuss ESOP terminations, how and why they happen, and how employee owners are protected.
- Jul 17, 2020
Mini-cast 91: ESOP Annual Statements
A look at ESOP participants' annual statements including what information must be included and what they mean and don't mean.
- Jun 26, 2020
Mini-cast 88: ICYMI Health, Wellness, & Value
Historically, EO companies fare better during turbulent economic times. Bret Keisling looks at the interplay between culture and value.
- 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.
- Mar 17, 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 13, 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...
- Feb 4, 2020
99: CapEx, Real Estate, and ESOP Share Price
We 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, 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.
- Nov 29, 2019
Mini-cast 62: Environmental Issues & ESOP Valuations and Transactions
A brief discussion about the effects of environmental issues on ESOP valuations and transactions.
- Nov 26, 2019
92: EO Spotlights - Will Rodriguez at Vision Point Capital; Ramona Rodriguez-Brooks at NCEO
We put our #EOSpotlight on Will Rodriguez of Vision Point Capital, who describes his efforts to raise ESOP awareness by educating CPAs...
- Nov 5, 2019
90: Seth Webber & Robust Forecasting
Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage
- 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.
- Sep 13, 2019
Mini-cast 51: Health, Wellness, and Shareholder Value
An EO company’s shareholder value should mean more than just account balance. Employees’ wellness, & happiness are additional measures...