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The podcast covers information that is helpful for business owners and managers contemplating an ESOP as a growth, succession and/or exit plan. It anticipates the questions that will be asked in episodes that simplify the process so that the listener can better understand the path to an ESOP and whether or not they wish to pursue it.
 
WE’VE GOT A LOT TO SAY—THAT’S WHY WE MADE A PODCAST. And trust us, these are things you’ll want to hear. Manndatory Listening is a podcast about the hows and whys, dos and don'ts, and step-by-steps of leadership. We’re combining our own expertise—16 years of it—with that of leaders across dozens of industries to bring you applicable lessons for your own business and life. We're interviewing industry leaders and ourselves on the topics we know will make you and your business better. Put your ...
 
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The ESCA Podcast

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The ESCA Podcast

Employee-Owned S Corporations of America (ESCA)

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ESCA, Employee-Owned S Corporations of America, is the voice in Washington, DC that speaks exclusively for employee-owned S corporations (“S ESOPs”). Since 1998, ESCA’s membership has grown to represent more than 215,000 employee-owners in virtually every state in the nation. ESCA company members engage in a broad spectrum of business activities and are a variety of sizes – from 25-person businesses to companies with 18,000+ employee-owners – but all have one thing in common: a commitment to ...
 
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
 
CFO Bookshelf is based on the popular weekly newsletter by CFOBookshelf.com. Each week, a business author or thought leader is interviewed where practical insights can be applied by financial leaders. The show was founded by a pioneer in the part-time CFO business.
 
LetsVenture was founded with the vision of making startup funding in India an easy and transparent process. This would require a lot of education and learning. LVPodcast is a new initiative by LetsVenture to bring quality discussions and true investment opportunities to our community. We plan to release one podcast each month, going deeper into the sectors with time. Stay tuned!
 
Welcome to MakingChips - We believe that manufacturing is challenging, but if you are connected to a community of leaders, you can elevate your skills, solve your problems and grow your business. Making Chips is a weekly podcast that will EQUIP and INSPIRE MANUFACTURING LEADERS to succeed in the challenging world of manufacturing. Our mission is for the METALWORKING NATION to Think Differently About Manufacturing In Order to Elevate their Game. Your hosts, Jason Zenger & Jim Carr, own manufa ...
 
This podcast is designed by bankers for bankers with the goal of improving industry performance. Each week of the season we deconstruct a single aspect of banking that makes a bank outperform their peers. More than just raising issues, this podcast will interview top bankers and industry experts in order to provide practical solutions to modern problems.
 
The Circle of Competence Podcast focuses on the nexus between entrepreneurship and investing, and explores each guest's journey of buying, building, and operating businesses. From real estate to technology to small business investing and more, this podcast will be a wide-ranging exploration of what it takes to build a sustainable operation in today's competitive world. Support this podcast: https://anchor.fm/the-circle-of-competence/support
 
Intentional Growth™ is a podcast for entrepreneurs and business owners wanting to clarify a path toward a more valuable business and turn their vision into reality. Weekly, content-rich episodes provide you with information on how to get clear on what you want from the business and why, the way companies are valued, strategies to increase that value, and the variety of ways you can transition your role or exit your ownership. From technical episodes dissecting the inner-workings of private e ...
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
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show series
 
What is an employee stock ownership plan ESOP? How does it work? How can it transform the buy-in of your team and lead to revenue growth? Jeff Taylor—the President and CEO of Crafts Technology—implemented an ESOP. Listen to this episode to hear about the impact it had on his business—and figure out whether or not it’s right for yours. Employee buy-…
 
Gina Schaefer is a passionate entrepreneur, co-founder and CEO of 14 Co-op Ace Hardware stores located in Washington DC and the Baltimore area. Gina founded her business after noticing that there was a shortage of hardware stores in the lower income, urban neighborhoods of DC. After 18 years of growing her business to 13 stores and employing over 2…
 
Finding Solutions to the Supply Chain Chaos, #293 What is the root cause of the supply chain crisis? How can manufacturing businesses mitigate those risks and find realistic solutions that work in the short and long term? Tom Hilaris—the President & CEO of Ergoseal—joins us to share the three things they focus on: risk mitigation, communication, an…
 
Whether you love the Beatles, are a casual fan, or don't care for them, the first thought that probably pops from your mind when you hear this group's name is a famous band and one where you know all the members - Paul, John, George, and Ringo. Here's assuming you never think of the terms economics, entrepreneurship, human capital, innovation, vent…
 
Iwan Barankay, Associate Professor of Management at the Wharton School, talks to Dan Loney about Biden's vaccine mandate, which has been facing a string of court setbacks in recent days, and why it's beneficial for both employers and employees. See acast.com/privacy for privacy and opt-out information.…
 
Blinds.com founder, Jay Steinfeld, bootstrapped his company — with only $3,000 in 1996 — to a sizable competitor of the big box shops like Home Depot, who acquired the company in 2014. Jay was an early adopter of this thing called “the internet” and transformed his small retail business into the world’s #1 online blinds retailer as well as the lead…
 
Erin Hoffman is a financial planner with a sincere desire to help people both professionally and personally. She helps build her clients’ financial confidence through educating and empowering individuals, business owners, and families on how to grow, accumulate, and distribute their assets and exit their businesses from a holistic approach.…
 
Bolanle (Bola) Williams-Olley took a circuitous route to her CFO position and also received much help along the way. Now she's doing what she can to help others in becoming the best version of themselves. Bola is also the author of Build Boldy where she tells the story of starting her accounting career with a math background in the architectural in…
 
This week’s guest is the award-winning, brand-building entrepreneur, Ted Schlueter. Ted is the Founder and CEO of The Grist, a Boston-based brand and marketing agency, and is a pioneer in the world of pre-exit branding. Ted created, developed and refined the Branding For Buyout method over two decades and used it successfully on high-profile exits …
 
What does your hiring process look like? Do you even have a hiring process in place? In this episode of Making Chips, we walk through what each of our processes look like and share some useful strategies that anyone can implement. A streamlined process leads to better hires which leads to Making Chips! BAM! – Jason! What are your tips and tricks fo…
 
In this episode Rick and I explore the value of the board of directors for an ESOP company - definitely helpful for those on a journey to an ESOP to leverage this requirement into an means to support growth and higher valuations.By Phil Hayes/Richard Cope
 
There are millions of obscure names of the men and women behind every label of the food we buy at our local grocery stores. While some of these stories are sad and despairing, others are inspiring. Benjamin Loor lifts humanity through this special book, The Secret Life of Groceries. In this episode, we hear about three of the people Ben wrote about…
 
My guest today is Peter Lehrman the Founder and CEO of Axial, and we’re going to be talking about the market of buying and selling privately held companies, the inefficiencies as well as the progress. Peter is CEO and founder of Axial, responsible for delivering the company’s vision to become the trusted platform where private companies and their t…
 
What factors should you consider when forecasting? What questions do you need to ask to determine your next steps? Who gets to make those decisions? We walk you through some common questions to ask yourself—and your company—about your business. We’ll also cover Miles and Snow's Typology of Defender, Prospector, Analyzer, and Reactor to see how your…
 
Anthony Graziano is the Executive Director and Director of Litigation Services for Integra Realty Resources Coastal, NJ, a full‐service real estate organization located in Toms River, NJ. Tony has been actively engaged in the real estate industry since the late 1960’s, and has completed valuation and consulting assignments on all classes of investm…
 
My favorite books are narrative non-fiction which can inform, inspire, and entertain. When the book possesses all of these traits, we have a special book. And that's what we have with Mark Paul's book, The Greatest Gambling Story Ever Told. At times, the book reads like fiction, but it's not. The book includes an NFL owner who wanted to swap his Ch…
 
Nick jokes that I have a recession obsession—and it’s true. Recessions are painful. I want to make the experience less painful when a recession comes around again. So in this down-to-earth episode of Making Chips, I’ll share the common causes of most recessions and 8 tips you can use to prepare yourself—and your business—for a recession. Preparedne…
 
I've been a Patrick Lencioni fan for years. His last book is The Motive and it was released during COVID. Is it his best book? Why did he write it? Where does it fit with his other great books? Brian Jones is a friend of Lencioni and one of the consultants for the author's Table Group consulting arm. Brian provides a great perspective to these ques…
 
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going SUMMARY: In this episode we take stock of employee ownership developments in Ohio and discuss how covid has impacted businesses and employee-owned…
 
“Marketing is just hocus pocus and pixie dust” — does that feel familiar? Most of us are tired of wasting time and money on the latest marketing strategies that never seem to work. Jennifer Zick of Authentic Brand shares why one of her clients said this (and why it’s one of her favorite quotes of all-time) on today’s show. Not only did her company …
 
In my book, Family Business Legacy Plan, I teach you about business exit strategies without paying too much in taxes. An Employee Stock Ownership Plan is a popular alternative that involves the sale of the business. An ESOP is different from the traditional exit strategies. An ESOP can assist the business owner in several ways including estate plan…
 
Dan Schawbel, Managing Director of Workplace Intelligence, talks to Dan Loney about the future of the workforce and the new report from Workplace Intelligence and Oracle that shows flexibility, safety, and security will be most important to employees moving forward. See acast.com/privacy for privacy and opt-out information.…
 
In this episode Todd Knowlton, CEO of Smooth Fusion explains his reasons to turn his company into an ESOP. In this case, Todd and I went through the ESOP process as a non-leveraged contribution for this first step on his journey to an ESOP - find out what his factors were and why their company went this route.…
 
As we know, all good things come to an end. But sometimes, that end also means a new beginning. With 3 hosts, 305 episodes, 6 years, 1 award, and thousands of listens, our unique podcast has seen a great deal of success! With success comes the opportunity to improve. So, as they say, out with the old, and in with the new! Join Becca Davis, Director…
 
Before Moneyball, we had Finley Ball. While Finley ball lacked the analytics brought to us by Moneyball in the same baseball city of Oakland, California, Finley Ball was about color, magical moments at the ballpark, and improving the product for the fan while still producing a winning product on the field. Our guest is the niece of Charlie Finley w…
 
On today’s show, we’re going to dive into Andres Moran’s entrepreneurial journey and the lessons he learned from three exits, particularly as they relate to the various roles an owner can play. Currently he is the head of a division at WunderKind which is a SaaS company that helps ecommerce companies decrease their bounce rates and shopping cart ab…
 
In my book, Achieve Financial Freedom, a Road Map to Financial Success; and in this podcast, I teach you about investment strategies including how best to provide financial protection to your surviving dependents after your demise. Is life insurance part of your portfolio? Do you need life insurance? If so, what kind of life insurance? Request your…
 
In round three with Titan Gilroy, we talk about why Titan decided to move his entire business from California to Texas. Was it a smooth transition? Was he able to retain his entire team? Titan also shares more of the “why” behind his business and his passion for serving his audience. Titan continues to go above and beyond the expected as he grows h…
 
COVID has reworked the way everything from manufacturing to the hospitality industry works, and, with that, comes a new world for firms looking to drive down their tax bills through allowable depreciation. John Hanning is Principal at Specialty Tax Group and he’s here to talk about how we can optimize the current, post-pandemic tax landscape to our…
 
If you are looking for a clear and concise explanation of ESOPs, then you'll enjoy listening to Jess Helvick of First International Bank and Trust. Jess is an ESOP expert who explains these benefit plans simply and with impact. During this conversation, we address the what, why and who of ESOPs. We examine three commonly-held myths surrounding ESOP…
 
In today’s episode, we’re talking with Pete Seligman. Pete is here to talk about his experience diving into the world of Entrepreneurship Through Acquisition (ETA) after leaving corporate America. He is going to share what his journey has been like now that he has bought five companies, been the CEO of three of them and successfully worked himself …
 
In this episode of Making Chips, we dive back into the conversation with Titan Gilroy. This time, we talk about how Titan’s TV show, “American Built,” came to life. We also talk about how he almost gave up the TV show to do something he was passionate about—helping prisoners transform their lives and learn to become full-fledged machinists. This pa…
 
Danielle Bagdzinski & Gina Hippe talk all things Halloween in this special episode. Danielle is the marketing manager for Cg Tax, Audit & Advisory. With more than 15 years’ experience in marketing, advertising, and public relations, Danielle manages all communications; digital/print marketing; social media; and branding for the firm. Gina Hippe is …
 
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