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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…
 
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 OEOC UPCOMING PROGRAMS Southwest Forum Communication Roundtables SUMMARY: In this episode we speak with Eamon Muholland, Senior Consultant at Wise…
 
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: Sometimes companies transition to employee ownership to help spark a transformation in workplace culture, in other cases a move to employ…
 
Repurchase obligations are a major component of ESOP administration and the main way in which employee-owners benefit from owning a financial stake in the companies they worked for. Yet, these obligations are often seen as a burden, and in some cases, can lead to the freezing or termination of the ESOP plan. In this episode we speak with Josh Young…
 
In the world of employee ownership, agreement has begun to crystalize around the idea that broad-based models of employee ownership, like ESOPs, worker cooperatives, or employee-owned trusts are powerful tools in the fight to reduce the enormous racial wealth gap in the United States. But exactly how would this happen? And what are the barriers tha…
 
In this episode we speak with President Pete Douglas and Executive VP Finance and Administration, David Brockbader of the The Douglas Company about their recent transition to employee ownership via an ESOP. The interview also includes Franco Silva, Director, Prairie Capital Advisors who was one of the main advisors for the transaction. In this epis…
 
Diversity, Equity and Inclusion (DEI) is something we hear a lot about, but what exactly do these terms mean, and what do they look like in an employee owned company? In this episode we sit down with Dr. Joy and Ty Miller of Carver & Associates to talk about some of the preconceived notions that surround DEI, ways in which these values can be put i…
 
Small businesses account for nearly half of all jobs in the US economy, and nearly half of all small businesses are owned by Baby Boomers who will retire in the next few decades in what has been termed the "silver tsunami". These businesses are integral to local communities, and there continued operation is key to building back our economy. In this…
 
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael…
 
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael…
 
On this inaugural 2021 episode of the pod, we talk with Anthony Mathews from the California Center, and former Executive Director Of the Beyster Institute. Anthony has spent decades in the world of employee ownership and has a thing or two to say about it. We get into his path into the field, his belief that employee ownership can be a cure for wha…
 
Owners at Work is back for season two. We talk with Anthony Mathews of the California Center for Employee Ownership about his many years working to expand employee ownership as well as how employee ownership may be a cure for what ails our economy and society more broadly. Full episode drops soon. Check out our past episodes here: https://www.oeock…
 
We hear a lot about the the rising level of economic inequality in our society, the increasingly precarious nature of employment, and the difficulties of saving for retirement. What we hear about much less is the how employee owned firms, in particular companies with Employee Stock Ownership Plans, can help address these an many other issues by hel…
 
If there is one thing to know about the field of employee ownership it's that it includes a wide variety of models. In the US, Employee Stock Ownership Plans (ESOPs) and worker cooperatives are the two most well known, but there are many others. In this episode we sit down with Chris Michael, an attorney and professor, to discuss a less known model…
 
We’re getting to the end of year, and a general theme of our upcoming programming, as well as many of our conversations with companies and advisors alike, focuses on taking stock of what’s happened, and is still happening, and how we are looking at, and planning for, the future. In this episode of the Owners At Work podcast we’re highlighting a cou…
 
In this episode we speak with six experts in the field of employee ownership about how to approach 'regular' operations that all ESOPs must undertake while at the same time keeping an eye on planning for the long term. The discussions, which are adapted from our Annual Conference Short Take videos, focus on ESOP processes and procedures, sustainabi…
 
It is well known within the employee ownership community that employee-owned companies do better in times of crisis compared to conventionally owned companies. However, this not a law of gravity, it is the result of countless actions taken by and processes created within employee-owned firms. In this episode we speak with five experts in the field …
 
In this episode we speak with five experts in the field of employee ownership about the process of selling a business to employees via an Employee Stock Ownership Plan. Each interview focuses on a particular aspect of the process. Taken together, the interviews provide a general primer for anyone interested how the process works as well as what key…
 
There is a large body of research demonstrating that employee owned companies outperform their conventional counterparts. However, much of this research focuses on company level characteristics. In this episode we sit down with Nancy Wiefek, Research Director at the National Center for Employee Ownership (NCEO) to talk about the groundbreaking rese…
 
he world of employee ownership is made up of a vast array of stories, experiences, and journeys. Within this diversity, there are certainly differences, but also, in our view, an overriding commonality - broadened ownership of productive assets is good for employees, the businesses they work for, and the economy at large. In this episode we sit dow…
 
Based on a recent webinar this episode includes a conversation with two financial experts, Eric Zaleski and Sean Kelleher, who talk about where we are now, and how to successfully get to the other side. We cover general market conditions; the lending and finance markets for privately held companies; managing cash flow and debt load (and staying sol…
 
The sale of a private business to an ESOP can seem like a very different beast than a typical business transaction. There are, of course, components of a sale to an ESOP that you won’t find in a third-party sale or a family transfer, but there also similarities. For this episode we talk with attorney Avery Chenin of SES ESOP Strategies on outlining…
 
For this episode we , we talk to IntrustIT CEO (and selling owner) Tim Rettig, a new ESOP company in the Cincinnati area. Tim talks about why he chose to sell his business to the employees, and the impact the decision has had on the company; the benefits of open-book management; how the company is faring in the current crisis; and his plans to be a…
 
For this episode we head out to California and check in with Corey Rosen, Founder of the National Center of Employee Ownership (NCEO) located in the Bay Area; and Kim Blaugher, who recently became the Executive Director of the Beyster Institute at UC San Diego. Our conversation with Corey Rosen begins with the impact of the current crisis on the op…
 
With the outbreak of the COVID-19 epidemic, good strategies for building culture and facilitating communication are more important than ever. Whether it is social distancing, remote workplaces, or the stress and uncertainty that comes with an unknown future. In this episode we connect with Jim Bado and Cathy Ivancic of Workplace Development. First …
 
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