Jun 27Mini-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 24116: 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 17105: 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 13Mini-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 599: 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 Natio...
Apr 30, 201973: A Deep Dive on ESOP ValuationIn this episode, we sit down at #NCEO19 with Nickolas N. Sypniewski, ASA, of Comstock Advisors (www.comstockadvisors.com) for a deep dive...
Jan 15, 201958: Robust Forecasting for ESOPsThe number one issue that the Department of Labor has been emphasizing to ESOP trustees recently is the importance of robust forecasting....
Jan 8, 201957: ESOP Roundtable with Devine Millimet and BerryDunnThis episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret Keis...
Nov 27, 201853: ESOP Feasibility Study ProcessIn this episode, Seth Webber (Principal, CFA, ASA, CBA, CVA, CBEC) of BerryDunn, headquartered in Portland, Maine, shares his extensive e...
Nov 20, 201852: Ownership TransitionBret Keisling sat down with John Murphy, President of Atlantic Management Company (www.atlantic-mgmt.com) at ESOPLV for a discussion abou...
Oct 23, 201848: Assessing the Feasibility of an ESOPIn this episode, we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference held October 18th - 19th,...
Oct 2, 201845: When Business Decisions Affect Value LevelIn this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE Chapte...
