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    Mini-cast 183: Is an ESOP Right for You?
    • May 7

    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.
    166: Darren Gleeman - Revisited
    • Sep 15, 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!
    149: Darren Gleeman - ESOPs are NOT Boring
    • May 5, 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.
    143: TXCEO - Building a State Center
    • Mar 17, 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.
    ESOP Summer School 15: COVID-19 & the Valuation Process
    • 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...
    ESOP Summer School 13: Is It Okay to Celebrate? ESOP Terminations Explained
    • 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.
    Mini-cast 91: ESOP Annual Statements
    • 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.
    Mini-cast 88: ICYMI Health, Wellness, & Value
    • 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.
    116: ESOP Feasibility Revisited
    • 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.
    105: Rob Hilton, ASA - COVID-19 & the Valuation Process
    • 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...
    Mini-cast 73: Coronavirus and the 12/31/19 Valuation
    • 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...
    99: CapEx, Real Estate, and ESOP Share Price
    • 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...
    93: Seth Webber and the Process of Selling your Business
    • 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.
    Mini-cast 62: Environmental Issues & ESOP Valuations and Transactions
    • 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.
    92: EO Spotlights - Will Rodriguez at Vision Point Capital; Ramona Rodriguez-Brooks at NCEO
    • 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...
    90: 
Seth Webber & Robust Forecasting
    • 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
    89: EO Professional Spotlight - Growing Your Practice
    • 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.
    Mini-cast 51: Health, Wellness, and Shareholder Value
    • 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...
    ESOP Summer School 3: Nick Sypniewski, ASA, of Comstock Advisors
    • 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.
    75: Business Valuation and Succession Planning
    • 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...
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