Journey to an ESOP & Beyond

Feb 27 2025 204 ep. 36 mins 10

Journey to an ESOP & Beyond Podcast artwork

ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes and Jason Miller explain the process of the ESOP transaction and address ESOPs from a business owner's perspective. They illuminate the simplicity of ESOPs and debunk common misconceptions that ESOPs are immensely costly and complicated.

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EP6 - Mad World of ESOPs - As Transactions Vary

Feb 27 2025 43 mins

The Mad World of ESOPs! This episode reviews the roles ESOP professionals play and the reality of variance in one transaction to another. We discuss the differences in costs, approaches to structure, closings, and other areas given the backgrounds, perspectives and objectives in leading the transaction. This episode is intended to help orient the listener to questions they may want

EP5 - Selling an Employee-Owned Company - Discussion with Greg Daugherty ESOP Attorney

Feb 11 2025 46 mins

In some cases an ESOP company can choose to sell to an outside buyer after they transition to an employee-owned company. In this episode Greg Daugherty, Porter Wright and, I discuss the factors related to selling your company after it has become an employee-owned company. Greg does a great job of discussing how this process works and what business owners should know as it relates t

EP4 - Casino Royale - Taking Chips Off The Table - Partial ESOPs

Jan 31 2025 39 mins

Arguably one of the best James Bond 007 movies - “Casino Royale” - is it time to get some chips off the table? This episode focuses on the motivations of why some companies look at doing a partial ESOP which is going to be accompanied by risk/reward decisions. Not as risky as going all in and hoping for the high hand. But a partial ESOP can still be the right strategy a lot of

EP3 - ESOP Interview with Jeff Forrestall from Forrestall CPAs to discuss ESOP Financing and Tax Planning

Jan 24 2025 48 mins

Journey to an ESOP and Beyond continues to bring perspectives that can challenge conventional thinking and at the least provide the listener with questions for their advisors. Jeff Forrestall, CPA provides a good overview of the changes in SBA ESOP financing as well as a compelling forward planning model to leverage the C Corp opportunity beyond 1042.

EP2 - Meet Joe Black - Death and Taxes - 453a Tax Issue Related to Seller Note and Capital Gains Tax

Jan 14 2025 21 mins

This episode takes advantage of the classic film “Meet Joe Black” starring Brad Pitt and Anthony Hopkins. The podcast uses the movie to demonstrate the two guarantees in life - Death and Taxes. The nuances of taxes can catch individuals by surprise. As it relates to an ESOP transaction - most of the time there is a resulting seller note established. Relative to an S-corp sale -

EP1 - It Takes A - TEAM (Special Message for New Season)

Jan 06 2025 30 mins

This is the first episode of the new year where we like to cover changes to the podcast. This kick off message for season 6 focuses on our core value: “It Takes A Team”. This works out well to connect the dots on the old tv show and 2010 movie “The A - Team”. Some of the changes to the podcast have already been incorporated in our logo change. This episode covers some of th

EP33 – ESCA - Interview with Noelle Montano – ESOPs and Washington

Dec 20 2024 47 mins

In this episode, Noelle Montano returns to discuss ESCA’s tireless efforts to preserve and promote the S-Corporation ESOP in Washington after the 2024 election. We also discuss some of the impacts employee ownership has on companies, communities, and Congress.

EP32 - ESOP Experience with Tactical Rehabilitation Insight from Kevin MacRitchie, CEO and Karen Lyons, CFO On Their Journey To An ESOP

Dec 13 2024 56 mins

Every company has its own lessons to be learned in the journey of converting to an ESOP. This interview with Kevin MacRitchie, CEO and Karen Lyons, CFO of Tactical Rehab provides key leadership perspective on the transition of this company through the process of becoming an ESOP. Kevin has a large company background and has brought a level of management that is moving their company

EP31 - Alone Again, Naturally Needing To Consider Leadership For An ESOP

Nov 20 2024 42 mins

This episode highlights the leadership issue a business finds itself continually facing. Ongoing leadership development is a common concern with most companies both before, during, and after the ESOP transition. Going through the feeling of being “Alone Again” is a natural and normal issue that needs to be addressed whether it be for management succession in the short run or fo

EP30 - Challenges For Mature ESOP Companies

Nov 07 2024 47 mins

This episode addresses effort the challenges and applicable solutions for a mature ESOP company. Diana Clark and Jason Miller provide insight into including preservation of ESOP knowledge in the organization contemplating changes to leadership. Other items we discuss include how to look ahead at areas that need to be thought about not only as a mature ESOP but also preparing ahead