Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.

Steve Storkan (EOX) and Jennifer Krieger (Weaver) discuss how the TXCEO was established + why a successful center helps all employee owners.

Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to...

Jennifer Krieger of Weaver CPAs joins us to discuss ESOP terminations, how and why they happen, and how employee owners are protected.

A look at ESOP participants' annual statements including what information must be included and what they mean and don't mean.

Historically, EO companies fare better during turbulent economic times. Bret Keisling looks at the interplay between culture and value.

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.

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...

As the coronavirus pandemic wreaks havoc both medically and economically, many ESOP companies and advisors are working on 2019 valuations...

We look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...

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

A brief discussion about the effects of environmental issues on ESOP valuations and transactions.

We put our #EOSpotlight on Will Rodriguez of Vision Point Capital, who describes his efforts to raise ESOP awareness by educating CPAs...

Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage

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

An EO company’s shareholder value should mean more than just account balance. Employees’ wellness, & happiness are additional measures...

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.

In this episode we talk with Rob Snowden, ASA, ABV, of South Park Advisors [southparkval.com]. We sat down with Rob in April at the...

In this episode, we sit down at #NCEO19 with Nickolas N. Sypniewski, ASA, of Comstock Advisors (www.comstockadvisors.com) for a deep dive...

The number one issue that the Department of Labor has been emphasizing to ESOP trustees recently is the importance of robust forecasting....