Journey to an ESOP & Beyond

This episode is dedicated to the newly created Florida non-profit called FLCEO or Florida Center of Employee Ownership.  We interview John Burgess, a board member of the organization and practicing ESOP attorney in Tampa, Florida discusses the mission of providing resources to those interested in an Employee Stock Ownership Plan.

This episode helps to evaluate the need in your organization for accountability and it's impact on your company converting to an ESOP.  In a statistic from Forbes magazine - 93 percent of employees don't even understand what their organization is trying to accomplish - how can they be accountable...to what?

This episode is a recording of a negotiation of an ESOP transaction to illustrate the offer and counter offer aspects of an ESOP transaction with insight into key areas like valuation and synthetic equity to better understand the process of negotiation from both the sell-side and buy-side  perspectives.

This episode focuses on the issues related to customer concentration and how it affects your ESOP transaction.  The podcast provides recommendations to plan through this issue for your transaction and boost your value in the process.

This interview with Jack Veale dives into helpful information for companies looking at ESOP using tips from Jack's book "Creating Strategic Innovation"

This episode highlights the best practices for the negotiation of an ESOP transaction.   It works through each step of the ESOP process and recommends preparation, the right team, and alignment with goals and objectives.

This episode is helpful to explore you business culture in ways to prepare for an ESOP.   "Culture eats strategy for breakfast" Peter Drucker

This interview digs into the issue of interim valuations and how they might be used during an economic downturn.  Jason's experience with ESOPs offers valuable insight into managing these types of ESOP issues.

This episode will provide an overview of warrants used on ESOP transactions.  A simplified case study is provided to help understand the use of warrants and relevant issues.

This episode examines the seller's perspective and key management in evaluating the benefits and options of an ESOP, from the viewpoint of an experienced ESOP attorney