Valuation

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May 5

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 17

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 22, 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 18, 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 27, 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 24, 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 5, 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 30, 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 30, 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 14, 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...

Jul 9, 2019

ESOP 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, 2019

75: Business Valuation and Succession Planning

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...

Apr 30, 2019

73: A Deep Dive on ESOP Valuation

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

Jan 15, 2019

58: Robust Forecasting for ESOPs

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

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