EP19 - Building Value in Your Business - Interview with Shawn Busse - CEO of Kinesis
EP19 - Building Value in Your Business - Interview with Shawn Busse - CEO of Kinesis
On this episode Shawn Busse (CEO) of Kinesis out of Portland, OR get the opportunity to talk about the valuation from th... Read more
11 Aug 2023
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48mins
EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning
EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning
This episode will launch a series of ESOP feasibility episodes that bring up some relevant issues related to planning yo... Read more
28 Jul 2023
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38mins
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EP17 - Interview with Loren Feldman from the 21 Hats podcast as a special guest to talk about ESOPs
EP17 - Interview with Loren Feldman from the 21 Hats podcast as a special guest to talk about ESOPs
This episode began from the meeting we had in Portland OR this year when I got to meet with some folks thinking about go... Read more
13 Jul 2023
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46mins
EP16 - Catch Me If You Can - Choosing your ESOP Advisors
EP16 - Catch Me If You Can - Choosing your ESOP Advisors
On your journey to an esop - who are the ESOP advisors? Catch me if you can is an excellent movie about a high school c... Read more
3 Jul 2023
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37mins
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EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.
EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.
This episode leverages the knowledge of an experienced ESOP insurance agent to help folks better understand the requirem... Read more
22 Jun 2023
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38mins
EP14 - Count of Monte Cristo - ESOPs and Management Incentive Plans - Best Practices of Retaining Key People
EP14 - Count of Monte Cristo - ESOPs and Management Incentive Plans - Best Practices of Retaining Key People
In this episode, we deal with a good overview of how important it is to keep our key people if we want to grow and stren... Read more
11 Jun 2023
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38mins
EP13 - Progressive Flooring and Services, Inc. - Interview with Nino Cervi (CEO and former shareholder) their journey to a 100% ESOP
EP13 - Progressive Flooring and Services, Inc. - Interview with Nino Cervi (CEO and former shareholder) their journey to a 100% ESOP
This episode focuses on the journey to an ESOP for Progressive Flooring and Services, Inc. out of Ohio. We worked with ... Read more
2 Jun 2023
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49mins
EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?
EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?
In this episode - we explore a very often asked question as to what age should I be to start my ESOP. One of my favorit... Read more
23 May 2023
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40mins
EP11 - Jim Bonham - President of The ESOP Association - Interview on Current Legislation and Resources
EP11 - Jim Bonham - President of The ESOP Association - Interview on Current Legislation and Resources
Jim Bonham - President of “The ESOP Association” was kind enough to share with us a solid overview of the a dynamic and ... Read more
10 May 2023
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41mins
EP10 - Ahhhh…Freak Out! ESOP process - how might one freak out during the process and what can you do about it?
EP10 - Ahhhh…Freak Out! ESOP process - how might one freak out during the process and what can you do about it?
This episode is a continuation of our tribute to the 70’s with this classic and memorable song that captures everything ... Read more
27 Apr 2023
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42mins
