Journey to an ESOP & Beyond

This interview focuses on the role of the independent trustee in an ESOP transaction.  The discussion also explores transactions during economic times of uncertainty.

The interview focuses on the PPP process from the commercial banker's perspective.  David Stahl offers great insight for companies going through the process and has funded over $100 million in new PPP loans in the past two weeks.

This episode comes at a critical time in our economy for those considering an ESOP - especially those affected by the shutdown - this podcast helps provide insight and practical steps to reinventing your business.

This interview within the surety/bonding industry covers a lot of the areas that a contractor should be aware of if they are transitioning to an ESOP.  It is important to better understand working capital, personal indemnity, and surety focal points from a seasoned bonding agent's perspective.

Ep10 - We The People - "Employees" - Cultivating Talent for your ESOP This episode explores the value of one your business' greatest assets with a practical and objective way of cultivating that talent in alignment with your specific business.

This episode provides insight for the listener from the perspective of an ESOP attorney located in Orlando Florida including cost, complexity issues, warrants and ESOP document plans.

This episode focuses on the current time we are in and how the changes in interest rates affect your business valuation for companies moving towards an ESOP

This episode is part 2 of the revenue planning entitled Mt. Everest.  It focuses on the quality of revenue and specific categories to consider that impact your business valuation for companies going ESOP.

Episode 6 - Mt. Everest - join the journey to an ESOP with part 1 of a 2 part series on building revenue plans to climb high towards your goal of selling to an ESOP.

Episode 5 - Forecasting can be difficult for some companies.  It is fundamental to the valuation and other planning for companies that have an interest in being an ESOP.

Episode 4 - Better understand what opportunities the ESOP provides in planning.   The process of planning your ESOP actually matters as it is a build up process that happens one step at a time and needs to be win-win deal for each party.

Ep3 - I am calling this episode the continuum part 2...which basically means the ongoing management transition planning which is the seemingly never-ending process that every business never fully completes

Ep2 - Management transition planning - The continuum

Episode 1 Enough Information to be Dangerous