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....

This episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret...

In this episode, Seth Webber (Principal, CFA, ASA, CBA, CVA, CBEC) of BerryDunn, headquartered in Portland, Maine, shares his extensive...

Bret Keisling sat down with John Murphy, President of Atlantic Management Company (www.atlantic-mgmt.com) at ESOPLV for a discussion...

In this episode, we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference held October 18th - 19th,...

In this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE...

In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ...

Capital Trustees’ Co-Managing Director Bret Keisling and Client Relations Associate Brian Keisling take a deep dive into what happens...

In this week's episode of the ESOP podcast, Bret Keisling, Rich Heeter and Brian Keisling kick off the 2018 summer season -- which in the...

We kick off this episode of The ESOP Podcast with a conversation with Peter Alifaris of Pendo Advisors, LLC. He shares our goals in...

This episode of The ESOP Podcast is a recording of the "Improving the Bottom Line: A Technical Look at Culture & Value" presentation...