Journey to an ESOP & Beyond
Phillip Hayes and Jason Miller
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes and Jason Miller explain the process of the ESOP transaction and address ESOPs from a business owner's perspective. They illuminate the simplicity of ESOPs and debunk common misconceptions that ESOPs are immensely costly and complicated.
Episodes
Mentioned books
Apr 20, 2020 • 26min
EP14 - Interview with ESOP Trustee - Wayne Isaacks from Houston, TX - discussion on ESOPs during the Covid-19 crisis
This interview focuses on the role of the independent trustee in an ESOP transaction. The discussion also explores transactions during economic times of uncertainty.
Apr 16, 2020 • 25min
EP13 - Interview with Commercial Banker - David Stahl from Hillcrest Bank, Salt Lake City, UT - PPP loan process
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.
Apr 9, 2020 • 23min
Ep12 - Dante's Inferno - Reinventing Your Business Model Through Times of Uncertainty
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.
Apr 6, 2020 • 24min
Ep11 - Interview with Bonding Agent with ESOP experience - Margie Morris from Guignard Company
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.
Apr 3, 2020 • 21min
Ep10 - We The People - "Employees" - Cultivating Talent for your ESOP
Ep10 - We The People - "Employees" - Cultivating Talent for your ESOPThis 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.
Mar 19, 2020 • 22min
Ep9 - Interview with an Orlando ESOP Attorney - Jay Van Heyde
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.
Mar 18, 2020 • 22min
Ep8 - Time in a bottle - Effects on a business valuation
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
Mar 13, 2020 • 23min
Ep7 - Mt. Everest part 2 - Revenue Planning
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.
Mar 9, 2020 • 20min
Ep6 - Mt. Everest Part 1 - Revenue Planning
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.
Mar 5, 2020 • 22min
Ep5 - Nostradamus - Forecast Financial Information
Exploring the critical role of financial forecasting in ESOP valuations, creating reliable financial forecasts, strategic forecasting for ESOP companies, importance of forecasting cash flows for debt servicing and valuation process, various strategies for forecasting financial data in business
