Esop ציבורי
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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.
 
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ESOPUS

ESOPUS

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ESOPUS is an annual arts publication that features multidisciplinary content presented in a striking visual format with minimal editorial framing and no advertising. Each issue includes contemporary artists' projects, materials from the Museum of Modern Art archives reproduced in facsimile, fiction, poetry, works on film, visual essays, and a themed audio CD featuring brand-new songs from a range of musical acts.
 
Esopo é um lendário autor grego, que teria vivido na Antigüidade, ao qual se atribui a paternidade da fábula como gênero literário. As Fábulas de Esopo serviram como base para recriações de outros escritores ao longo dos séculos, como Fedro e La Fontaine.O local de seu nascimento é incerto — Trácia, Frígia, Etiópia, Samos, e Sardes todas clamam a honra. Eventualmente morreu em Delfos. Na verdade, todos os dados referentes a Esopo são discutíveis e trata-se mais de um personagem lendário do q ...
 
The classic Aesop’s Fables have been translated to every language for hundreds of years. The fables, told in the form of allegories, give us universal, worldly advice. The use of animals and ancient gods makes the lessons unbiased and impartial. Short and smart, these fables entertain and enrich our lives. In this volume you will find 30 of the 300 fables we offer you in Spanish. Las clásicas Fábulas de Esopo han sido traducidas a todos idiomas por cientos de años. Las fábulas, en forma de a ...
 
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show series
 
Does anyone understand what is going on in the Tenet movie…it moves forwards and backwards. I think sometimes ESOP can be the same. This episode breaks down with clarity the conceptual factors of deciding to do an ESOP and real questions that others have asked to determine if an ESOP right for them.על ידי Phil Hayes
 
This is the first episode of season 4 and as such we wanted to jump right into a valuable topic to help folks prepare for their ESOP regarding understanding how warrants are calculated as a potential benefit to the selling shareholders. Will Rodriguez with Vision Point provides a solid overview of the methodology of estimating the number of synthet…
 
In this episode we evaluate the issues that selling shareholders will likely run into when considering selling their business to either a private equity, venture capital, or strategic buyer. This episode is inspired by questions that come up from selling shareholders on the alternatives to selling their business to an ESOP. It is helpful to determi…
 
This interview is with the President and Owner of a family business that sold 100 percent to a newly created ESOP. Sandy King took over the business from her parents and focused on company culture, business processes and a strong level of customer service. She had built an effective leadership group and was ready for transition. After working throu…
 
This episode focuses on better understanding the role of a “quarterback” in an ESOP transaction on your journey to ESOP. I often talk to folks about the complexities of an ESOP transaction and one point of discussion is what is the sell-side advisor’s role. This topic will help solidify in your mind what questions you might ask and be aware of when…
 
This podcast helps to outline an organization called ESCA-Employee Owned S-Corporations of America. We interview Noelle Montano to better understand Esca’s role in helping Employee-owned companies. We dive into what they do in relation to other ESOP organizations and the value their resources provide.…
 
This episode connects with my very first episode called “enough information to be dangerous” - the premise being that when you go to an ESOP conference there is so much information it can sometimes feel where should I start? I took some very specific questions and discussed them in detail so that you have some ideas of what to focus on depending on…
 
This episode covers an interview with Wayne Isaacks - ESOP trustee (attorney and CPA) to better understand how an ESOP could be interacting with the Department of Labor. Wayne and I cover a case study that he was involved with and illuminate some best practices and alleviate DOL concerns for companies heading toward an ESOP or existing ESOP Compani…
 
This episode we explore the difficulties of the why should I go - the ultimate question to either begin or continue your succession plan. We explore the reasons why you really should plan to go - and how an ESOP could provide an incredible platform to execute successfully on this strategy.על ידי Phil Hayes
 
The ESOP Guy interviews Corey Rosen the founder of the NCEO to discuss Corey’s new book on how ESOPs have the best chance to solve a multitude of issues in the US - notably the wealth gap. Corey and I discuss the book as we go through the outline of his book “Ownership: Reinventing Companies, Capitalism, and Who Owns What”…
 
This episode provides some insight into how forecasting can influence the approach to an ESOP transaction. Typically we don't see a lot of forecasts that are overly aggressive as future growth tends to follow historical growth. However, there are circumstances that justify a strong forecast that are going to have some implications in fair market va…
 
This interview explores the issue of what happens if a company is selling to an ESOP and they have real estate held by the company. The main issue is that the ESOP has to purchase both the company's operational value and the value of the real estate. The cash flows have to take into consideration the debt related to each valuation and can create so…
 
This episode evaluates the issue of the "Great Resignation" and how ESOPs are a great tool to support employee retention. We cover some of the top reasons people are leaving their jobs. Some of the direct benefits of an ESOP company to improve the overall quality of jobs and how important it is as we move into the future to provide something more f…
 
The economy is difficult to predict but if we have a downturn how will that affect your ESOP? This episode provides a good overview for both companies moving into ESOP and those existing ESOPs as it relates to working through potential issues of a downturn with seasoned expert ESOPs trustee and benefit plans - Michael Miller.…
 
This episode is the finale in a three part series discussing the elements of your CIM - confidential information memorandum - to best support your presentation during the site visit with the trustee and valuation firm. This podcast highlights the importance of reviewing the financial information both historical and forecast as well as understanding…
 
This episode focuses on the general issues of 409(p) as it relates to S-Corp ESOPs and the nuances of how a company's other interests could affect compliance with the anti-abuse test. Cass Hollis offers a depth of wisdom and experience on the topic to point out to companies on a journey to an esop what to look for and potential solutions to work th…
 
This is the second part in a series of episodes to go into how the CIM - confidential information memorandum is prepared. In this episode we discuss how the company overview should be thought out and planned for dealing with the best practices of presenting the company, leadership group, strengths and weaknesses and other critical areas to prepare …
 
On this episode - Katie Hardin and I discuss compliance requirements of brand new ESOPs to help you before you get to closing including booking the ESOP entry, working through the set up of the inside loan, issues that arise with the board of directors and other various areas.על ידי Phil Hayes/Katie Hardin
 
This episode is going to focus on preparing for the Confidential Information Memorandum or CIM - this is the presentation that will provide a thorough overview of the industry and company information to prepare for negotiations of your ESOP.על ידי Phil Hayes
 
This episode is truly valuable for companies thinking about an ESOP - as it helps to walk out the ESOP process in a real life experience. It is especially helpful for general contractors and to go through a Joe Hurt's journey to an ESOP!על ידי Phil Hayes/Joe Hurt
 
In this episode we relate the recent movie Free Guy with dealing in reality of a recession and work through some ideas that might make sense for the possibility of an economic recession. For companies going through an ESOP - a sustainable ESOP company has to be prepared for good and bad economic times.…
 
This episode is unique as we evaluate a start up company that is planning to roll up veterinary practices all over the United States using an ESOP strategy. Galaxy Vets has identified a strategic way to leverage the benefits of an ESOP and combine the value of creating a larger holding company structure.…
 
One of the skill sets that has increasingly become more valuable in the talent that we recruit, retain and motivate within an ESOP culture is creativity. This podcast delves into the importance of creativity and innovativeness in the workplace as a sought after skill set and as something that should be cultivated in your organization as it makes a …
 
On this episode I interview Hobie Frady - Government Contractor expert and practice leader Warren Averett (CPA firm for government contractors). Hobie and I delve into how ESOPs really are a very popular solution for government contractors both on a partial sale and a 100 percent sale. In 2021 there was new legislation passed for government contrac…
 
This episode will conclude our discussion on business valuation reviewing the discounted cash flow model, required working capital and transaction value to determine the best estimate for your ESOP valuation. The 4 part series was intended to go into the details that will help you identify questions to ask your advisor.…
 
This episode features experienced ESOP lender Douglas Dell with KeyBank out of Colorado. Doug offers insight into this extremely important step in the ESOP process to help answer the question: "How am I going to get my money out of this ESOP deal?"על ידי Phil Hayes / Douglas Dell
 
This is part 3 of a multi-part series on business valuation modeling as it relates to ESOPs. This episode provides a good overview of the first step in creating the discounted cash flow model of valuation beginning with forecasting and working through a process of completing the forecast.על ידי Phil Hayes
 
This episode is dedicated to better understanding insurance for ESOPs. Jeff Gelburd with Murray Insurance is a pioneer in getting insurance policies to mitigate fiduciary risk set up way back when things were just getting started in ESOPs. He explains the bundling of Fiduciary, DNO and Employee Liability as well as the trends for insurance relative…
 
This is part 2 of a multi part series in business valuations as they relate to ESOPs. This episode covers understanding cash flow and capitalization rate composition and structure and illustrates how very little is relying on the valuation analysts subjective judgement of the financial information and risk data on the subject company.…
 
This episode is located here and on you tube...we cover how to maximize the benefit of the ESOP to your company - a critical aspect of leveraging an ESOP through building a strong ownership thinking culture to get your people to understand how all of the pieces of the puzzle work! Jim's group has a unique and specific areas of expertise that they f…
 
This episode explores the science of business valuation for ESOPs to answer the question relative to is my ESOP valuation for planning purposes accurate and what questions should I be asking my advisors in the planning steps in your journey to an esop. This is part 1 that goes through the importance of business valuation and distinctly points out d…
 
This is the first ever ESOP Guy interview internationally from as far away as we can get from the U.S. - "way down under mate" in Australia with Succession Plus advisor Craig West, CPA - who has built his practice off of research from his own doctoral study in ESOPs. There are some fascinating similarities between ESOPs in the U.S. and Australia as…
 
In this episode - we cover the very important topic of management transition in your succession plan as it relates to your journey to an esop. One of the most difficult and significant transitions is going to be the key position of CEO. We cover why this is so important and some suggestions as to how to go about it.…
 
This episode opens up a topic that I think is easily confused - just what does the seller take on in Fiduciary risk in doing an ESOP transaction. Greg always does a great job - this is his third time on the podcast and provides a wealth of knowledge as a resource to our listeners. He leverages information from the Vinosky esop case which provides a…
 
This episode includes a discussion with Steve James and Heather Driscoll of SCJ Fiduciary Services. Steve is credited with doing the first Dental practice in the U.S. They do a great job explain how ESOPs are perfectly suited for all kinds of healthcare companies including physical therapy, autism centers, hospitals, etc....they outline some of the…
 
Happy new year everyone! This episode highlights my favorite episodes of ESOP podcasts for a quick review of some interesting topics including: ESOPs as roll ups; ESOPs for contractors; ESOP politics; ESOP boards adding value; and ESOP culture to name a few that we discuss.על ידי Phil Hayes
 
This episode provides a solid discussion on ESOP financing with experienced ESOP lender with First American Bank. It really does matter who you choose to finance your transaction and what your eventual banking relationship is going to look like once the transition is complete.על ידי Phil Hayes/Jamie Walrack
 
This episode reviews the issues related due diligence on ESOP deals. One of the steps along the journey to an ESOP is to work through due diligence with the transaction trustee and their valuation firm. It is a critical step and always better to plan early for due diligence so everything else goes smoothly.…
 
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