Podcasts about esop

In this episode, the Journey to an ESOP podcast speaks directly to founders who feel the weight of leadership and wonder how their team will successfully shift into an ESOP model. Through a blend of personal story and practical insight, Jason explores how identity, encouragement, and intentional leadership can help bridge that gap and prepare both leaders and teams for a confident, sustainable ESOP transition.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What does it take to design, build, and install stainless-steel rooftop pools for some of America's biggest cities? Greg Carnforth, President of Chester Pool Systems (https://www.chesterpools.com/), joins me to share the remarkable story behind one of the most specialized construction companies in the country.With 35+ years in the industry, Greg has helped transform Chester Pool Systems into the go-to provider for engineered stainless-steel pools across New York City, Chicago, New Orleans, Denver, San Diego, and beyond. In this episode, Greg walks through the engineering, logistics, and craftsmanship required to design and fabricate entire pool systems in Indiana — then hoist them onto rooftops hundreds of feet in the air.We also talk through Chester's transition to a 100 percent employee-owned company, how the ESOP reshaped culture and collaboration, and the unique challenges of building inside billion-dollar high-rise projects.

In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by Vice President of HR Amanda Martin and HR Generalist Jennifer Snow in the Flywheel Studio for a conversation that both introduces Jen to the Sargent team and leans into what it means to have “healthy holidays.” Eric and Amanda walk through why adding Jen to the HR team is such a big win, how her background in nonprofits and county government prepared her for Sargent, and what she's noticing about our ESOP culture and the company's commitment to people. From there, the group gets honest about the stress between Thanksgiving and Christmas. Short days, winter prep, money pressures, being away from home, they share practical, down-to-earth ideas for not overextending yourself, setting boundaries, using resources like the EAP, and simply checking in on each other.If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

In this episode, Tom Mallon, General Partner at Perpetuate Capital, discusses his journey from founding Regent Surgical to pioneering ESOP based financing models, the long term value they create for employees, and how Perpetuate Capital helps founders transition their companies while preserving culture and strengthening future growth.

“For the employees who spend their career with us, we want to create millionaires.”In this episode, Bob Whalen, CEO of HB Global, joins Kate Volman to share his insights on leadership and creating a people-first culture. Bob explains the power of Employee Stock Ownership Plans (ESOPs) in driving both financial success and a stronger company culture. He also reflects on his leadership journey, highlighting how growth is more than just revenue. It's about creating opportunities for employees to thrive. Bob offers valuable lessons on employee engagement and embracing change in today's evolving business landscape.In this episode, you'll discover:The value of allowing employees to take ownership of their workWhy communication is key when facing challengesThe importance of being adaptable to change, especially in industries impacted by AIInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(01:09) The power of employee ownership(04:47) Hesitations with employee ownership(08:17) Building a thriving ESOP company culture(11:56) Where leaders can learn more about ESOPs(16:34) Finding fulfillment in helping employees(22:29) People-centered leadership, AI, and workforce implications(34:54) Rating HB Global's company culture(39:01) Bob's book and podcast recommendations for leadersResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestBob Whalen's LinkedInHB GlobalConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

In this episode, Tom Mallon, General Partner at Perpetuate Capital, discusses his journey from founding Regent Surgical to pioneering ESOP based financing models, the long term value they create for employees, and how Perpetuate Capital helps founders transition their companies while preserving culture and strengthening future growth.

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠, and this week's special guest Robin Haak break down the real stories behind the headlines shaping European tech and venture.Robin joins us as the founder of Robin Capital, an early employee at SmartRecruiters, angel in 100+ companies, including eight unicorns, and one of the most active emerging GPs in Europe. He brings deep operator insight, especially into the German ecosystem, politics, and economy, which this episode leans heavily into.We cover everything from UK policy signals to German recession warnings, AI dominance to Europe's bureaucratic drag, the rise of solo GPs, and why the next decade of tech will be won or lost on energy availability more than anything else.What's covered:04:00 EU wants to restrict social media for minorsThe team debates the proposals to ban or limit social media for children under 16, the mental health case, and the tension between safety and overreach.06:00 Surveillance creep & messaging regulationRobin explains concerning drafts that would've allowed governments to read private messages. The group breaks down the slippery slope of “protect the children” legislation.10:00 UK Budget: surprisingly startup-friendlyDan and Lomax unpack EMI reforms, EIS/VCT clarity, and why the market reacted calmly. Signals of a more innovation-forward UK emerge.12:45 Lovable.ai's VAT scandal & Europe's compliance mazeA Swedish engineer's viral post on LinkedIn sparks a discussion on Europe's inconsistent VAT rules, compliance complexity, and whether hypergrowth and European regulation can co-exist.17:00 N26's long struggle with German regulatorsRobin, an early angel, offers an insider's view on the fintech's challenges—BaFin restrictions, governance issues, and the counterfactual: “Would N26 be worth €20B if it were French?”20:00 Germany's big macro problem: stagnation + overloadA brutally honest breakdown of the German economy: energy scarcity, migration overload, rising welfare costs, labor shortages, and political paralysis.28:00 Education, welfare, pensions & the cost structure crisisRobin explains why Germany's systems are buckling: the collapse of PISA scores, overloaded municipalities, and an economic model no longer supported by productivity.33:00 Nuclear shutdowns & Europe's AI energy deficitWhy Germany shut down its safest reactors, how it backfired, and why France and the Nordics will become the new AI infrastructure hubs.40:00 Startup ecosystem: the good, the bad, the bureaucraticFrom Munich's deep tech boom to notary nightmares, ESOP fixes, GmbH limitations, and how founders are learning to hack the system.55:00 The rise of Solo GPsThe team discusses the American roots, European trajectory, operator funds, fund-of-funds appetite, and why founders increasingly prefer solo GPs.01:00:00 AI CornerOpenAI's trillion-dollar capex future, Google's TPU resurgence, Anthropic momentum, Michael Burry shorting AI (and why it's misguided), and the geopolitics of compute.

In this episode, Jason and Makenzie dive into the real purpose of ESOP feasibility and why it's far more than just another spreadsheet. They break down what “feasibility” truly means in an ESOP transaction and walk through the key factors companies should evaluate, from existing debt to entity structure (S-corp vs. C-corp) to long-term sustainability. They also dig into how feasibility helps determine whether an ESOP will genuinely benefit the company, the owners, and the employees.

In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by Vice President of Finance & CFO Tasha Gardner in the Flywheel Studio for our annual Thanksgiving special, packed with gratitude and good news. Eric and Tasha look back on a standout 2025, celebrating the second-largest profit-sharing bonus in company history, a strong ESOP stock price, the addition of our new E.L. Vining employee-owners, wrapping both the largest and toughest jobs in Sargent history, and heading into 2026 with a record backlog in both the north and the Mid-Atlantic. Tune in for a feel-good, Thanksgiving-week reminder of why it's special to be a Sargent employee-owner.If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

If you've ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they're right for, and the real impact they can have on company performance. In this episode of Behind The Numbers With Dave Bookbinder, I'm joined by Kelly Finnell, president of Executive Financial Services and author of The ESOP Coach. Kelly has spent decades helping business owners evaluate ESOPs as part of their succession planning, and he brings both technical knowledge and real-world experience to the table. We discuss: The biggest myths and misconceptions business owners have about ESOPs How ESOPs compare to private equity, competitor sales, and management buyouts The traits that make a company a strong candidate for an ESOP – and the red flags How ESOP valuation works and how trustees influence deal dynamics What business owners should know about deal structure The cultural impact of employee ownership and why engagement tends to improve How leadership should communicate an ESOP to build an ownership mindset The key tax advantages that set ESOPs apart from other succession options Where ESOP efforts tend to go off track and what owners should watch for Whether you're a business owner planning ahead, a manager interested in ownership culture, or an advisor guiding clients through succession decisions, this episode provides a grounded, actionable look at ESOPs from someone who has been in the trenches. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Kelly O. Finnell, J.D., CLU, AIF® is one of the nation's premier ESOP consultants, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer, Kelly wrote the preeminent ESOP book, The ESOP Coach: Using ESOPS in Ownership Succession Planning in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Succession Planning, An active member of the National Center for Employee Ownership (NCEO) and The ESOP Association, Kelly is a consistent pillar of leadership in the ESOP community. Kelly has also served in leadership roles in numerous professional and community activities, including: President of the Memphis Chapter of the Society of Financial Services Professionals, Vestry Member and Treasurer of his church, President of Family Services of Memphis, as a member of the Board of Directors of Renasant Bank and the Economic Club of Memphis and on the Dean's Advisory Council at the Christian Brothers University School of Business. Kelly graduated magna cum laude from the University of Memphis and from the Cecil C. Humphreys School of Law. He earned the Accredited Investment Fiduciary- professional designation, awarded by the Center for Fiduciary Studies at the University of Pittsburgh.   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”   Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

In this 15-minute episode, Jason and Makenzie take on some of the biggest misconceptions that keep companies from exploring an ESOP. They break down why ESOPs aren't the overly complicated, out-of-reach structures many assume they are and why owners don't suddenly lose control the moment they sell. They also dig into the fear that employees won't understand the benefits of an ESOPs hurt bonding capacity or borrowing power, and the belief that only large companies can afford them.

Goodnature CEO Dave Shoemack has had one of the more unusual startup careers you will hear about. From big beer at Heineken HQ, to helping turn VanMoof into the “Tesla of e-bikes” in Amsterdam, to leading Wellington trap-maker Goodnature and living with a founder at home through natural perfume brand Abel.In this episode of Startup Theatre, Troy and Serge sit down with Dave to talk about building global hardware companies from tiny teams, dealing with bankruptcy and rebirth, and why focus and courage matter more than almost anything else.You will hear:The inside story of VanMoof's rise, the brave anti-car ad that was banned in France, and what it felt like to watch the company go bankrupt after he leftHow Dave walked away from a cushy global role at Heineken, battled crippling imposter syndrome, and learned to love “lobster moments” where growth only comes from discomfortWhy VanMoof eventually doubled down on one bike, one audience, and one moment, and how that extreme focus translated directly into brand powerThe move back to Wellington, joining Goodnature's board then stepping up as CEO, and what it is really like to manufacture smart, humane traps 100 metres from the Basin Reserve and ship them to the worldDinner-table startup life with his wife Frances, founder of natural perfume house Abel, and the difference between pioneers who start things and settlers who grow themHow Goodnature keeps “founder chaos” alive in a 20-year-old company, and why Kiwi companies should stop selling out too earlyIn a new “Behind the Curtain” explainer segment, Serge also breaks down ESOPs and share options:What ESOP and options actually are, and why most employees do not receive real shares up frontHow vesting, cliffs, good leaver and bad leaver provisions work in New ZealandWhat happens to your options if the company sells early, or you leaveWhen tax hits, how net settlement usually works, and whether ESOP is really “worth it”Practical advice on negotiating salary first, then treating options as upside rather than your base payFinally, Troy and Serge answer audience questions, talk through the new Behind the Curtain segment, and explain how you can be in the draw for a $1,000 Prezi card as they work towards the 100th episode.Sponsor:This episode is brought to you by Vanta. If you are starting or scaling your security programme, Vanta automates compliance for ISO 27001, SOC 2, and more.Get USD $1,000 off at: vanta.com/startuptheaterLinks from this episode:Goodnature: https://goodnature.co.nzVanMoof: https://www.vanmoof.comAbel fragrance: https://abelodor.com

In this episode, we sit down with Melissa Thompson, CEO & President of the Community Foundation of Greater Huntsville, for a powerful conversation about generosity, growth, and what makes Huntsville unlike anywhere else.Melissa shares her journey from growing up across multiple states to eventually landing in Huntsville, where she found a city defined by innovation, collaboration, and open arms. She walks through the early days of the Community Foundation, its explosive growth since 2011, and the pivotal moment in 2020 that shaped the Foundation's identity and mission: mobilizing generosity.From the impact of early ESOP partnerships with Dynetics and Torch Technologies, to navigating COVID-19 relief, to equipping the next generation of philanthropists through programs like Give256, Melissa offers a transparent and inspiring look at how generosity fuels community transformation across North Alabama.Whether you're a young professional wanting to get involved, a nonprofit leader seeking insight, or simply someone who loves Huntsville, this episode is full of wisdom on leadership, relationships, philanthropy, and the future of giving in the Rocket City.https://givehsv.orgSponsored by Yellowhammer Brewing.http://yellowhammerbrewery.com

In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.

Miha Jagodic, soustanovitelj Bloq.it, razkrije, kako se je ena najhitreje rastočih evropskih logističnih zgodb začela na plaži in v nekaj letih zrasla v podjetje s 300 zaposlenimi ter 80 milijoni evrov prihodkov. Od prve investicije očeta–poslovnega angela do ključnega preboja z Vintedom – Miha odkrito govori o eksekuciji, talentu, neusmiljeni konkurenci in gradnji globalne infrastrukture paketomatov. Pojasni, zakaj živi v Lizboni in kako je urejal davčno rezidentstvo, razkrije svojo osebno investicijsko strategijo (ETF-i, blue chip delnice, bitcoin) ter zakaj FIRE filozofija zanj ne deluje. Zaposlene vidi kot ključ do uspeha – in želi, da jih Bloq.it naredi milijonarje prek lastniškega deleža. Za konec svetuje: "Do hard things". V tokratni epizodi boste slišali: 00:00–03:00 Intro 03:00–05:20 "aha" trenutek na plaži 08:00–10:30 Prva investicija: oče kot poslovni angel 14:00–17:00 Eksplozivna rast: v šestih letih od 300 tisočakov prihodkov do 80 milijonov 17:00–19:00 Kaj je Bloq.it 19:00–22:00 Podjetje je talent + kapita 22:00–25:00 Kitajska konkurenca, cena proizvodnje in strateška prednost 25:00–28:30 Zakaj so Vinted in veliki kurirji prelomna točka 28:30–33:00 Poslovni model, ponavljajoči prihodki in širitev po Evropi 33:00–36:00 Načrti naslednjih 3–5 let: 250 milijonov prihodkov 36:00–39:00 Zakaj ustanovitelji ne razmišljajo o hitri prodaji podjetja 39:00–41:30 Sekundarni trgi in zakaj lahko prodajaš delež podjetja, ne pa podjetja 41:30–43:30 ESOP: želim narediti čim več milijonarjev med zaposlenimi 43:30–47:00 Zasebne finance: od želje po lastništvu nogometnega kluba do osebnega portfelja 47:00–51:30 Investicijska strategija (ETF-i, blue chipi, bitcoin) 51:30–54:00 Varnostna mreža malo drugače 54:00–56:45 Bitcoin kot dolgoročna naložba in varnost pred valutnimi šoki 56:45–59:00 Selitev na Portugalsko in davčno rezidentstvo 59:00–01:02:00 Življenje v Lizboni, nepremičnine in visoki stroški 01:02:00–01:05:00 Podjetništvo in stres: zakaj Miha ne mara dopustov 01:05:00–01:08:00 FIRE? Ne, hvala – zakaj podjetniki ne znajo mirno sedeti 01:08:00–01:09:10 Zadnje misli: "Do hard things" Spopad bikov in medvedov : 4.12. dogodek Money-How Live v Kristalni palači ____________________________ Money-How Premium: https://money-how.si/narocnine/ vključuje: - Modri AI - Finančni asistent, ki pomaga pri raznih finančnih dilemah https://money-how.si/modri-ai/ - Taxistent - Davčni asistent, ki pomaga pri oddaji davčne napovedi https://money-how.si/taxistent/ - poglobljene članke ____________________________ Bootcamp v živo: Investiranje – kako sploh začeti (omejeno število) Že dolgo razmišljaš o vlaganju in ne veš, kje in kako začeti? Nimaš energije, da bi raziskoval vse podrobnosti. Skrbijo te davki? Ne veš, kako investiranje vpliva na socialne transferje, kot so otroški dodatki? Presekaj in se nam pridruži v živo, kjer bomo skupaj naredili prvi korak v svet investiranja! Termin: 27. november 2025 med 17.00 in 20.30 Info: www.money-how.si/dogodki ______________________ Finančna delavnica je lahko čudovito darilo. Več preveri https://money-how.si/izobrazevanja ______________________ (delavnica) Investiranje v delnice: Kaj moram vedeti, ko se odločam za investiranje v delnice Prijava: https://money-how.si/izobrazevanja ______________________ (delavnica) Investiranje za začetnike. Praktično o osnovah investiranja. Prijava: https://money-how.si/izobrazevanja _________________________________ DISCORD skupnost: V finančnih zagatah nismo sami, pridružite se nam na Discord Money-How / discord ______________________________ Več o Money-How na https://money-how.si/

Je lastništvo delavcev v podjetjih nedelujoča utopija preživelega socializma ali udejanjanje osnovnega načela kapitalizma, ki prinaša množice kapitalistov, motivira zaposlene ter ohranja talente in premoženje v lokalnem okolju? Zagovorniki ekonomske demokracije odgovarjajo, da je lahko oboje, odvisno pa je od modela notranjega lastništva. Slovenija je nedavno uzakonila tako imenovani model Esop, kjer so zaposleni lastniki podjetja prek posebne lastniške zadruge, država pa to nadzoruje in spodbuja z davčnimi ugodnostmi. Kaj so prednosti in pasti tega modela ter ali bo zaživel v praksi, se bomo v Studiu ob 17.00 pogovarjali s predstavniki vlade in podjetij z notranjim lastništvom, raziskovalcem in finančnikom. Gostje: dr. Igor Feketija, državni sekretar na Ministrstvu za delo, družino, socialo in enake možnosti; dr. Tej Gonza, direktor Inštituta za ekonomsko demokracijo; Saša Muhič Pureber, direktorica prodaje in marketinga ter vodja proizvodne informatike v podjetju INEA; Sonja Šmuc, namestnica predsednika za strateške projekte v podjetju Dewesoft; Andraž Grahek, direktor in partner v podjetju Capital Genetics.

Esop deluje tako, da lastnik proda delež zadrugi zaposlenih, odplačevanje odkupa pa poteka iz razpoložljivega denarnega toka podjetja. Zaposleni tako postanejo delničarji podjetja, v katerem delajo, in so lahko udeleženi v dobičku prek izplačila dividend. Ne delajo več le za plačo, ampak tudi za dobiček, ki se pošteno deli mednje. Njihov finančni vložek je omejen na 300 evrov, njihova odgovornost pa veliko večja – gre za zavezo pripadnosti, učinkovitosti in soodločanja. Kaj ta model dejansko pomeni, kako se razlikuje od menedžerskih odkupov in zakaj so prvi kandidati zanj prav družinska podjetja z izzivi nasledstva? Kako je mogoče, da podjetje odkupi samo sebe prek denarnega toka? In zakaj je pri tem finančna pismenost zaposlenih ključna? V epizodi razčlenimo, kako deluje inkluzivni kapitalizem v praksi, kje se je model v tujini izkazal in kaj bi lahko pomenil za slovenski trg dela ter lastništva v naslednjem desetletju. Pred mikrofonom: Tej Gonza, Inštitut za ekonomsko demokracijo O tem smo podrobneje pisali v članku https://money-how.si/blog/poleg-place-v-prihodnje-se-dividende-iz-solastnistva/ V tokratni epizodi boste slišali*: 00:00 – Uvod: zakaj Esop ni samo­upravljanje, ampak inkluzivni kapitalizem 03:20 – Kako je nastal zakon in zakaj ime »lastniška zadruga delavcev« zavaja 06:00 – Kaj je Esop in kako deluje mehanizem odkupa prek denarnega toka 08:30 – Od kod ideja: Louis Kelso in ameriški koreni modela 10:00 – Zakaj lastniki razmišljajo o prenosu lastništva na zaposlene 15:40 – Kaj v praksi pomeni vključevanje zaposlenih v lastništvo 21:00 – Davčna logika: zakaj država model spodbuja 23:30 – Esop ni menedžerski odkup: ključne razlike 29:00 – Primeri iz prakse: kako to deluje v ZDA in v Evropi 33:00 – Slovenski primeri in potencialni kandidati (Akrapovič, Dewesoft, družinska podjetja) 36:30 – Kdo odloča: vloga zadrug in upravnih odborov 39:00 – Kako se določa vrednost deleža in kdaj pride do izplačil 42:00 – Finančna pismenost kot pogoj za uspeh 45:00 – Zakaj bi Esop lahko povečal produktivnost in zadržal kadre *ustvarjeno z umetno inteligenco ____________________________ Money-How Premium: https://money-how.si/narocnine/ vključuje: - Modri AI - finančni asistent, ki pomaga pri raznih finančnih dilemah https://money-how.si/modri-ai/ - Taxistent - davčni asistent, ki pomaga pri oddaji davčne napovedi https://money-how.si/taxistent/ - poglobljene članke ____________________________ Bootcamp v živo: Investiranje – kako sploh začeti (omejeno število) Že dolgo razmišljaš o vlaganju in ne veš, kje in kako začeti? Nimaš energije, da bi raziskoval vse podrobnosti. Skrbijo te davki? Ne veš, kako investiranje vpliva na socialne transferje, kot so otroški dodatki? Presekaj in se nam pridruži v živo, kjer bomo skupaj naredili prvi korak v svet investiranja! Termin: 27. november 2025 med 17.00 in 20.30 Info: www.money-how.si/dogodki ______________________ Finančna delavnica je lahko čudovito darilo. Več preveri https://money-how.si/izobrazevanja ______________________ (delavnica) Investiranje v delnice: Kaj moram vedeti, ko se odločam za investiranje v delnice Prijava: https://money-how.si/izobrazevanja ______________________ (delavnica) Investiranje za začetnike. Praktično o osnovah investiranja. Prijava: https://money-how.si/izobrazevanja _________________________________ DISCORD skupnost: V finančnih zagatah nismo sami, pridružite se nam na Discord Money-How / discord ______________________________ Več o Money-How na https://money-how.si/

This week, in Episode 270, we dig into employee ownership with two people who've lived it: Kris Maynard and Justin Jordan of Cathedral Holdings, a 100-percent employee-owned ESOP since 2011. Kris and Justin are enthusiastic proponents of ESOPs, but they're also candid about what can go wrong. Yes, ESOPs come with big tax advantages. But the transaction can be complex. The debt can fundamentally change the risk profile of a business. And perhaps the most under-discussed challenge of all: not all employees embrace employee ownership. Some see it as little more than a glorified retirement plan. And here's the thing: an ESOP can be a far riskier retirement plan than many understand. They differ from 401(k)s in that there's no regulation requiring an ESOP to sequester its employees' retirement funds. If the company fails—and like all businesses, ESOPs do fail—those nest eggs can vanish. Kris and Justin explain how they've addressed these issues and what they might do differently if they were starting over. They also emphasize an important point: Not all ESOPs are created equal. “If you've seen one ESOP,” Justin likes to say, “you've seen one ESOP.”

In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it be in the form of a financial statement audit, surety bond, fairness opinion, or simply advice from your providers.

In this conversation, T.J. van Gerven and Matt Middendorp delve into the intricacies of Employee Stock Ownership Plans (ESOPs), exploring their role as a business transition tool, the benefits of employee ownership, and the tax advantages associated with ESOPs. They discuss the process of implementing an ESOP, the challenges that may arise, and how it compares to private equity options. The conversation emphasizes the importance of aligning employee incentives with company success and the positive impact of ESOPs on employee wealth and company growth.

For the final episode of the Employee Ownership Month series, Jason interviews with Chris Fredericks, President and CEO of Empowered Ventures. Jason and Chris both discuss the power of employee ownership and how it can help expand a business, attract talent, and build more resilient companies. Their conversation highlights company growth, finding competitive advantage through a company's culture, and why employee ownership continues to matter in an AI world. This episode is the last part of the podcast's four-part series recognizing the importance of employee ownership.

In this episode, Tommy D sits down with Marie Davis and Matthew Epperson from the Georgia Center for Employee Ownership (GACEO) to unpack how business owners can use succession planning to keep companies, jobs, and legacies in their communities. They outline the three major models of broad-based employee ownership—ESOPs (a regulated retirement trust invested in the company), worker cooperatives (direct ownership with patronage profit sharing), and employee ownership trusts (EOTs) (mission-driven trusts that share value broadly)—and explain when each fits. Key clarifications: employees don't pay to join an ESOP, governance typically remains with a board, and sellers may access tax advantages such as a §1042 capital-gains rollover (for ESOPs and co-ops). The conversation anchors these ideas in the “silver tsunami” of boomer-owned businesses and why proactive planning preserves local economies.Marie and Matthew share real-world examples: Clegg Auto's EOT-backed expansion that kept Augusta's Regency Auto open with the same team and a new profit-sharing purpose trust; the growth of Love Is Love Cooperative Farm from five founders to 20 employees; and Athens-based JOMA Construction, which went 100% ESOP early, aligning a young workforce around long-term wealth building and retention. Beyond the why and how, they highlight practical on-ramps for owners and advisors—GACEO's Employee Ownership Ambassador Program and Exit Pro 101—and point to a national ecosystem of state centers (via EOX) that can match companies with experienced legal, accounting, valuation, and financing partners.If you're a founder, CFO/CPA, exit planner, or community leader exploring alternatives to traditional M&A, this episode shows how to transition ownership to employees, protect culture, and keep profits local. Learn more at GACEO.org and connect with Tommy D to continue the conversation.

October is ESOP Employee Owner MonthAn Employee Stock Ownership Plan, or ESOP, is a legal structure used in the U.S. to create an employee-owned company. Essentially, an ESOP is a type of retirement plan that invests primarily in company stock, holding the assets in a trust for the staff. Community IT is 100% employee-owned. This structure means our staff participates in the company's success. Not all ESOPs are 100% employee-owned. Our CEO Johan Hammerstrom walks through the decisions and concerns of our founder, David Deal, that the mission of the company always remain focused on serving nonprofits with well-managed IT. The best way to preserve that mission when he sold the company in 2012 was to sell it entirely to the staff. Being an ESOP is fundamentally important to Community IT because it ensures we maintain the stability and focus required to serve the nonprofit sector best. This structure guarantees we control our own destiny, allowing us to prioritize long-term, excellent service to nonprofit organizations over external pressures like seeking to be acquired or maximizing short-term profits for outside owners. Further, it enhances our culture by aligning the incentives of our passionate employees with our mission, empowering independent decision-making and ensuring that clients benefit from a dedicated, resourceful, and stable team that is invested in the organization's lasting success.Join CEO Johan Hammerstrom as he explains what October being ESOP employee owner month means to Community IT, our clients, and our dedication to providing excellent outsourced IT services.Interested in the ESOP structure advantages and how to become an ESOP? Contact Johan directly, he is always happy to talk about our ESOP. _______________________________Start a conversation :) Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/ email Carolyn at cwoodard@communityit.com on LinkedIn Thanks for listening.

In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by Tasha Gardner, CFO, in the Flywheel Studio to wrap up National Employee Ownership Month by zeroing in on the everyday ownership mindset that extends far beyond October. Eric and Tasha talk about what it really means to “own it,” showing up with accountability, looking out for your team, and making safe, deliberate choices (you never need permission to do the right thing).If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

In this episode of Tax Tuesday, Anderson advisors Barley Bowler, CPA, and Eliot Thomas, Esq., address listener questions on tax topics ranging from basic bookkeeping to advanced ESOP strategies. They cover essential bookkeeping practices for first-time rental property owners and the tax implications of transferring a fully depreciated truck from an S corporation to personal use. Barley and Eliot explain how to catch up on missed depreciation from prior years, the tax benefits of inheriting property versus receiving it as a gift, and how independent contractors should handle federal income and employment taxes. Other topics include choosing the best filing structure for single-member LLCs, tax reduction strategies for Schedule C solopreneurs earning over $100K, deferring traditional IRA distributions using Qualified Longevity Annuity Contracts (QLACs), and the little-known 1042 fund strategy for deferring taxes on ESOP distributions. Tune in for practical tax advice and strategies to keep more of what you earn! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "What's the most efficient way to get my books ready for filing taxes? I'm filing taxes for my first time rental business. I just acquired them this year. I'm a first time landlord without bookkeeping experience." A: Use bookkeeping software and categorize expenses properly throughout the year. "My S corporation owns a fully depreciated truck. Can I transfer the truck to my personal name and start taking mileage reimbursement instead? What are the tax implications?" A: Yes, but you'll recognize income equal to fair market value. "For the eight years now, my prior taxpayer never took depreciation for any of my rental properties or my property assets for the building, along with the components like the water heater. What do I do now?" A: File Form 3115 for a change in accounting method. "I'm considering moving into my parents' home while they're still living there. I'm curious about the best way to either transfer the house into my name or should I stay there and wait until they pass because they intend to leave the house to me anyway." A: Wait for inheritance to receive stepped-up basis and avoid gift taxes. "How do I pay federal income and employment taxes working as an independent contractor receiving a 1099?" A: Pay quarterly estimated taxes using Form 1040-ES throughout the year. "What tax filing structure do you recommend for a single-owner LLC wanting to not be a disregarded entity? Why? Pros and cons of the options." A: Consider S corporation for self-employment tax savings if income supports it. "I'm a Schedule C solopreneur looking for ways to avoid being overtaxed. I made over $100K this year and I'm the only breadwinner in my family of four with two kids under 18. We're in Florida. What do you recommend for ways to lower my taxable income?" A: Establish S corp, maximize retirement contributions, and utilize business deductions. "Is there any way to defer for tax reporting a distribution from my traditional IRA? I recently heard someone talking about this and was not sure if they were referring to a Qualified Longevity Annuity Contract (QLAC)." A: Yes, QLACs allow deferring up to $200K until age 85. "How does a 1042 fund work? I've never heard of that." A: It defers ESOP distribution taxes by reinvesting in qualified replacement stock. Resources: Live Event in Dallas Dec 4-6 2025 Schedule Your Free Consultation Tax and Asset Protection Events Anderson Advisors Toby Mathis YouTube Toby Mathis TikTok Clint Coons YouTube

Tuesday - What hit movies have you not seen? Could you be an ethical carnivore? Rauce Thoughts on public bathroom etiquette. We review a video about Ed Gein for WYDTN. It's Only Money with Scott Brown with Edgewater Family Wealth on ESOP, crypto in 401k's and structuring a happy retirement. Plus, JCS News, the Froggers Football Follow-up, JCS Trivia & You Heard it Here First. See omnystudio.com/listener for privacy information.

Tuesday - What hit movies have you not seen? Could you be an ethical carnivore? Rauce Thoughts on public bathroom etiquette. We review a video about Ed Gein for WYDTN. It's Only Money with Scott Brown with Edgewater Family Wealth on ESOP, crypto in 401k's and structuring a happy retirement. Plus, JCS News, the Froggers Football Follow-up, JCS Trivia & You Heard it Here First.

Scott Brown with Edgewater Family Wealth covers a number of topics including a recap of their most recent seminar and answers questions, like what is an ESOP? Scott also talks about crypto in 401ks and how to structure a “happy” retirement. He then wraps it up by discussing how much money someone thinks they need to work with Scott's team.See omnystudio.com/listener for privacy information.

Scott Brown with Edgewater Family Wealth covers a number of topics including a recap of their most recent seminar and answers questions, like what is an ESOP? Scott also talks about crypto in 401ks and how to structure a “happy” retirement. He then wraps it up by discussing how much money someone thinks they need to work with Scott's team.

In this episode we explore what life is really like for leadership after a company becomes employee owned. Guest Kimberly McCourtney, former HR Executive of an ESOP company and currently the Peer Networking Manager at NCEO, shares her firsthand experience navigating the cultural and organizational shifts that follow the transition. Together, we discuss how leadership roles evolve when everyone has a stake, what an “ownership mindset” looks like in day-to-day operations, and why transparency and trust become the foundation for long-term growth. This thoughtful conversation offers a genuine look at the human side of employee ownership and is a must-listen for leaders in newly or soon-to-be employee-owned companies. 

Don and Tom revisit the Social Security debate after new Wall Street Journal and New York Times articles challenge long-standing advice to delay claiming. They dismantle clickbait claims that “waiting doesn't make sense,” highlighting emotional biases, unrealistic investment assumptions, and spousal benefit considerations. The episode also covers whether Social Security counts as an asset, then shifts to listener questions about 529-to-Roth rollovers for graduate school, switching funds in an IRA, and managing company stock in an ESOP-based 401(k). 0:00 Why they keep returning to Social Security and why 25% of retirees rely on it entirely 1:43 Two-thirds claim before full retirement age; Wall Street Journal's clickbait headline 3:02 The “bird in hand” fallacy and instant-gratification bias 3:48 Don's confession: took Social Security at 69—and dogs ruined the travel plans 4:40 WSJ's faulty 5%-return argument and why most investors won't achieve it 5:43 The math: waiting pays more monthly, but longevity is the unknown 6:32 Trade-offs between retiring early, portfolio drawdowns, and spousal benefits 7:35 NYT's claim that Social Security is America's most valuable “asset” 8:08 Don's rebuttal: it's income, not an asset—you can't liquidate it 9:49 Why people misclassify Social Security and how bonds fit differently 10:08 When and how to get a second (fiduciary) opinion on claiming strategies 11:00 The plague of commission-driven “advisors” and fake fiduciaries 12:29 Old brokerage “no-load fund” lies and how similar games persist today 12:40 Listener Q&A: overfunded 529 plan vs. Roth rollover for grad school 14:27 Midwifery degrees, student-loan math, and the 5% rate cutoff 17:13 Rollover IRA question: switching Fidelity funds to Vanguard ETFs 18:15 Active vs. index funds—why fees and diversification matter 20:05 Active-active management and small-cap risk humor 20:54 ESOP question: how much company stock is too much? (Hint: under 5%) 22:42 Selling discipline and diversification in employee-owned firms 24:39 Don and Tom joke about their own ownership and “sell-out” strategy 25:04 Daily calls, good-natured ribbing, and reminders about Saturday's live show Learn more about your ad choices. Visit megaphone.fm/adchoices

Gość tego odcinka audycji ZSŻ, to żywy dowód na to że "jeśli nie tworzysz własnych celów, prędzej czy później realizujesz cele kogoś innego". To jego życiowe motto, które zaprowadziło go z roli początkującego handlowca do fotela COO giełdowego giganta.Jak to zrobił? Nie przez przypadek. Jak sam mówi, najlepszą metodą na "przypadkowość jest zapełnienie jej planowaniem".W tej rozmowie usłyszysz:

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.  The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies.  The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests:   David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host:  Alex Partin, CPA/ABV, Mueller & Partin, PS Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days  Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes:  Why firms are choosing ESOPs What to know when you client is considering employee ownership   Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuations performed for employee stock ownership plans (ESOPs) and FAQs  What every valuation analyst should know about employee stock ownership plans (ESOPs)  The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

When people talk about the place of AI in the workforce, it’s mostly doom and gloom about how AI is going to take your job. I’ve even sounded the alarm myself about podcasts entirely produced and hosted without the contribution of a single human being. My lunch guests today are coming at AI from a whole different angle. As he sits here eating lunch, Daniel Crowley’s AI employee, Chuck, is hard at work, manning Daniel’s business, Hello Gravel. Hello Gravel isn’t a dating app. It’s a gravel delivery business. You know, gravel. Little rocks. Actually, there are all types of gravel. And before you order a truckload, you’re going to need to know exactly what you want. Chuck can help you with that. Chuck – who, just to be clear, is not a human being - can also tell you how much gravel you need and answer any and all questions you might have about gravel. He’ll also take your payment and schedule your delivery. AI Chuck is closing gravel sales every day. Last month he brought in $150,000. Dave Maher is part owner and Chief Digital Officer at a marketing company called Zehnder that’s headquartered here in New Orleans and has offices in Baton Rouge, Nashville, and Rosemary Beach, Florida. Two things about that sentence: One, Dave is part owner of Zehnder along with his 64 colleagues. Zehnder is what’s called an ESOP - a business classification that stands for Employee Stock Ownership Plan, in which all of the employees own the company. And, two, having an office in Rosemary Beach Florida is a little unusual. So here’s the skinny on that: Rosemary Beach is primarily fueled by tourism, and it’s not the kind of place you go for a budget vacation. So, you’ve got a bunch of people with a significant amount of spending power, and there’s only so many hours a day they can spend on the beach. The rest of their vacation they’re looking for something to do that suits their personal interest. They might want to discover a good bookstore, a great yoga class, tennis lessons, or other activities they would enjoy doing on vacation, if they knew where to find them. That’s where Dave’s AI creation, Ask Seemore, comes in. Rosemary Beach is in Walton County, Florida, and Seemore the turtle is the logo of Walton County Tourism. Dave Maher’s AI version of Seemore is on your phone. He’s on vacation with you. He knows where you are, what you like, what you probably want to do next, and where to do it. Ask Seemore is like going on vacation with a local who totally gets you. Out to Lunch was recorded live over lunch at Columns in Uptown New Orleans. You can find photos from this show by Jill Lafleur at itsneworleans.com.See omnystudio.com/listener for privacy information.

In this episode. Makenzie interviews leaders from five diverse ESOP companies as they share their paths to employee ownership. Each organization offers a unique perspective on the transition process, the challenges and opportunities along the way, and the lasting impact ownership has had on their culture and performance. 

Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte's AI ‘workslop' refund, shutdown-driven IRS and air travel woes, the IRS's new “CEO” and crypto ties, OpenAI's personal finance play, EY's audit rebound, BDO's ESOP squeeze, and crypto funds courting CPA clients.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingAssembly - http://accountingpodcast.promo/assemblyChapters(01:35) - Deloitte's AI Report Scandal (09:05) - Government Shutdown Impact on IRS and Air Travel (23:56) - AI in Accounting: Risks and Opportunities (34:49) - Competing with the Status Quo (35:38) - Pricing Bookkeeping Services (36:31) - Standardizing Services Based on Price (37:14) - Client Needs vs. Service Offerings (38:00) - The Monthly Close Obsession (40:01) - Broken Charts in Financial Reports (43:15) - Cracker Barrel Logo Controversy (47:08) - EY's Audit Quality Turnaround (49:53) - Crypto Investment Schemes (55:48) - BDO's Financial Struggles (01:00:34) - Conclusion and Announcements  Show NotesDeloitte to partially refund Australia for report with apparent AI-generated errors https://abcnews.go.com/Technology/wireStory/deloitte-partially-refund-australian-government-report-apparent-ai-126281611Claude Exposed My Co-Founder's $2M Theft — AI Evidence Turned Into Lawsuit https://techbullion.com/claude-exposed-my-co-founders-2m-theft-ai-evidence-turned-into-lawsuit/New Research: 20% of Americans use AI tools 10X+/month, but growth is slowing and traditional search hasn't dippedhttps://sparktoro.com/blog/new-research-20-of-americans-use-ai-tools-10x-month-but-growth-is-slowing-and-traditional-search-hasnt-dipped/The Danger of Bad Charts https://www.cpajournal.com/2025/10/10/the-danger-of-bad-charts-2/Cracker Barrel's logo controversy was driven by bots https://www.nrn.com/casual-dining/cracker-barrel-s-logo-controversy-was-driven-by-bots-what-operators-should-learn-from-thisOur commitment to audit quality — Ernst & Young LLP's 2025 report https://www.ey.com/en_us/assurance/audit-quality-reportEY drops clients to improve audits after leading Big Four in deficiencies https://www.cfobrew.com/stories/2024/08/27/ey-drops-clients-to-improve-audits-after-leading-big-four-in-deficienciesOpenAI Buys Personal Finance App Roi https://www.pymnts.com/acquisitions/2025/openai-buys-personal-finance-app-roi/With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personalized-consumer-ai/BDO USA Expands Professional Services Capabilities Through HORNE https://www.bdo.com/insights/press-releases/bdo-usa-expands-professional-services-capabilities-through-horneAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe ...

Send us a textTempe-based Spinato's Pizzeria has embarked on an ownership structure that only 7,000 businesses around country and only one percent of Arizona companies offers, an Employee Ownership Stock Plan (ESOP).Since opening 51 years ago, Spinato's has grown to six Phoenix-area locations with more than 420 employees. The pizza company is the Official Pizza of the Phoenix Suns and Phoenix Mercury (NBA and WNBA basketball teams) and the Official Pizza of the Arizona Cardinals (NFL football team). With the ESOP announcement, 150 Spinato's employees join the six family members as owners.This week on The Hot Slice, we sit down with Anthony Spinato, President & CEO, to learn all about the new ESOP. We dive into what led the family to create the ESOP and the process to make it a reality. Listen to the goosebump moment when Anthony shared the news with longtime team members. Read Spinato's ESOP Announcement.Learn more about Spinato's and on Instagram @ spinatospizza.

In part two of their AI series, Bill and Bryan get specific—sharing real examples of how they use AI in their daily sales work. Bill walks through actual ChatGPT conversations for client prep (including a memorable moment when the AI got it wrong about an ESOP), while Bryan demonstrates how he uses Claude to research prospects and create strategic talking points.You'll hear how they validate AI-generated research during sales calls, why telling clients "I did some research" actually builds credibility, and how AI makes follow-up more thorough and rigorous. Plus: Bill's detailed prompt for creating pre-meeting introduction videos that position you as an expert before you even get on the call.If you're still not using AI for sales prep and follow-up, this episode will show you exactly where to start—with real prompts, real mistakes, and real results.=================================Is it time to make a BOLD move in your business? If so, download our brand new book, "12 Bold Moves - Insider Secrets to Reinventing Yourself and Your Business." http://12boldmoves.comThe Insider program is open for enrollment. To check out our small learning group, go to http://advancedsellingpodcast.com/insiderIf you haven't already, join 14,000+ other sales professionals in our LinkedIn group at advancedsellingpodcast.com/linkedin

Hey all you Vipers! Mr and Mrs Weedman are back with another episode of the Weedman 420 Chronicles Podcast.  As always, the two kick things off getting normal - toking on a Miss Grass, Fast Times x Mad Fruit pre-roll. From there they talk about their mission to #StompTheStigma through advocacy, education, consumption and conversation. They also deliver the latest cannabis news, research and headlines from the week.  Mr Weedman also covers a study finding CBD beneficial for treating dermatitis,  a perspective on cannabis ESOP's, and a report finding an experimental marijuana medication easing back pain.  Mrs Weedman covers an important review on the risks of mixing weed and certain mental health meds, a new report about cannabis and hair loss, and the potential for cannabis to disturb our two party political system.  Thanks for listening, as always hit us up!Support The Show: https://www.buzzsprout.com/283607/supportTWITTER: @weedman420podYouTube: Weedman420 ChroniclesEMAIL:  weedman420chronicles@gmail.comSHOP: www.eightdecades.comIG: @eightdecadesEMAIL: eightdecadesinfo@gmail.com#ImHigh #Cannabis #StomptheStigma #HomeGrow #FreethePlant #Stoners #Burners #rosin #liverosin #Potheads #Vipers #CannabisEducation #CannabisResearch #Weed #Marijuana #LegalizeIt #CannabisNews #CBD #Terpenes  #Podcast #CannabisPodcast #eightdecades #LPP #Lifestyle #HealthyLifestyle #NaturalMedicine #PlantMedicine #News #Research #MedicalMarijuana #Infused #420 #Education #Health #Wellness #WorldNews #Gardening #budtender #kief #hemp #dabs #hash #joints #edibles #gummies #tincture #vapes #esters #pauliesayssmokesmartArticle Links:*  https://www.cannabissciencetech.com/view/effects-of-cbd-thc-and-minor-cannabinoids-studied-for-atopic-dermatitis* https://www.aol.com/avoid-weed-m-prozac-115718572.html?utm_source=flipboard&utm_content=topic/cannabidiol* https://mgmagazine.com/business/human-resources/cannabis-esops-employee-ownership/?utm_source=flipboard&utm_content=Cpizzo721/magazine/Marijuana+Investing* https://www.aol.com/weed-lead-hair-loss-research-155616985.html?utm_source=flipboard&utm_content=AOLcom/magazine/Health* https://hightimes.com/news/politics/cannabis-is-the-third-party-americas-been-waiting-for/?utm_source=flipboard&utm_content=Cpizzo721/magazine/Marijuana+InvestingSuggestions? Questions? Chat with us here.Support the showSuggestions? Questions? Chat with us here.Support the show

In this episode, Jason interviews Corey Rosen of the National Center for Employee Ownership. Corey tells Jason a story to unpack what employee ownership really looks like – the hopes, the doubts, and the decisions that define the first step of the journey. The episode is designed as an educational resource to make the concept of employee ownership approachable – simple, clear, and human. If you've ever wondered as an owner how to move from curiosity to confidence, this is a great place to start. 

Behind every family is a money story. The way we learn about it, talk about it and pass it down shapes both our family wealth identity and our relationships. In this episode of Money Tales, our guest is Josh Gentine, a third-generation member of the family behind Sargento Foods and an advisor to enterprising families. Josh is a family business advisor, helping multi-generational families and their leaders navigate the complexities of family enterprise ownership. Josh is accredited as both a Hogan and Gallup Strengths coach. His background as an investor, advisor, corporate director, and third-generation family business owner gives him a range of perspectives to draw from when advising clients. Josh focuses his time on helping family owners transition ownership and leadership from one generation to the next, coaching family members and senior leaders, building boards of directors, and supporting operating strategies across family organizations. Josh sits on the board of directors at his family's company, Sargento Foods Inc., as well as a $700 million ESOP auto dealership group. Josh runs family executive round table groups for middle-market and large-cap family run companies, and he is currently a part-time instructor with the UNC Kenan-Flagler Business School Family Enterprise Center. Prior to starting Bench, Josh served as a Manager at Deloitte Consulting, where he focused on mergers & acquisitions as well as supporting the design of Deloitte Consulting's global talent operations. Josh earned his undergraduate degree in Finance from the University of Notre Dame and his MBA from the University of North Carolina, Chapel Hill. Josh returned to Notre Dame following his MBA to study philosophy and theology in the seminary with the intent of becoming a Catholic priest. Josh and his wife, Meredith, have two young children, Henry and Juliette, and live in Charlottesville, VA.

In this episode of

“Persistance. There's always something, with anything worth doing requires persistence" on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Robert Reavis, who is a Director, ButcherJoseph & Co. As a Director, Robert advises clients on mergers and acquisitions (M&A), leveraged ESOP buyout transactions, and recapitalizations. With over a decade of experience, Robert has been instrumental in advising a diverse array of privately held businesses.S8 Episode 5: 10/7/2025Featuring Kelly Johnson with Special Guest Robert ReavisFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod  Follow Our Special Guests:Website: https://butcherjoseph.com/ Instagram: @butcherjosephco https://www.instagram.com/butcherjosephco  X: @ButcherJosephCo

In this podcast episode, Jason announces a special release schedule for Employee Ownership Month. For the month of October, the podcast will feature special guests, educational resources, and ESOP insights. Be sure to return each Friday for the next installment!  

A candid business podcast for growth-minded leaders and entrepreneurs. Hosted by Josh Zolin. The truth about leadership, business, and becoming who you're meant to be.   What happens when a CEO stops optimizing for the quarter and starts optimizing for people? Henny Penny's Rob Connelly walks us through why they converted to an ESOP (employee stock ownership plan), how it changed behavior on the floor, and the leadership credo that guided the journey: “Savor the day while always learning for a better tomorrow.” We talk long-view decision making, radical accountability, and why “start with people and the numbers will follow” isn't just a slogan — it's the operating system. — Guest: Rob Connelly, Executive Chairman, Henny Penny Topics: ESOP mechanics, culture shifts, long-term vs short-term, optimism with realism, profit sharing, supplier health, zero-layoff philosophy.

In this episode, Jason tells a campfire story to illustrate the learning process of the ‘ESOP language' and its importance on your Journey to an ESOP and Beyond. He discusses the importance of language in communication, highlighting its role in conveying ideas and facilitating collaboration.

ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tickets? We break down everything you need to know, the trade-off between salary and ESOPs, the risks of taxation and dilution, and how exits, IPOs, and secondary markets really work. From early employee bets to Flipkart's game-changing Walmart deal, we explore stories that show both the pitfalls and life-changing rewards. If you've ever been offered ESOPs or are considering them. This podcast will help you make informed decisions about your financial future. Chapters: 00:00 - Intro 02:57 - Salary vs ESOP: the real trade-off 15:02 - ESOPs ≠ Shares? 28:35 - Should companies help you exit? 37:41 - Black-Scholes for expense 40:39 - Why not just give shares? 45:59 - Promoters/Directors rules in India 50:11 - What every employee must check in their ESOP package! 57:20 - After the payout: diversify & spend

What if a fried chicken fryer sparked a global movement in conscious business?In this episode of The Conscious Capitalists, hosts Timothy Henry and Raj Sisodia sit down with Rob Connelly, Executive Chairman of Henny Penny, a 100% employee-owned food service equipment manufacturer serving the world's busiest kitchens, from Chick-fil-A to McDonald's.Rob shares the remarkable story of how a small-town company became a global leader in innovation while staying true to its purpose: positively impacting people. From navigating COVID without a single layoff, to pioneering employee ownership through an ESOP model, to creating an on-site health clinic and wellness programs for employees, Henny Penny proves that putting people first drives resilience, growth, and innovation.This conversation goes beyond business mechanics, it's about culture, stewardship, and the soul of a company. Rob opens up about his leadership journey, the mentors who shaped him, and why he believes companies must focus on people before numbers.Listeners will gain insights into:How Henny Penny doubled its business after COVID without layoffs or pay cutsThe power of employee ownership and why ESOPs align with conscious capitalismWhy innovation starts with long-term relationships, not just technologyPractical ways to build a “best place to work and grow” cultureRob's belief that companies can (and should) have a soulLessons on intentional leadership, well-being, and building businesses that last 100 yearsWhether you're a CEO, entrepreneur, or simply curious about people-first business, this episode offers a living case study in how to thrive by doing good.**If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew Jones as Executive Producer, Rithu Jagannath as Lead Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & Raj

ESOPs for ArchitectsIn this episode of Build Smart, Mark R. LePage sits down with Matt Middendorp, Director of ESOP Consulting at Vision Point Capital, to demystify the world of Employee Stock Ownership Plans (ESOPs) for architects and design firm owners. They explore how ESOPs work as both a business transition strategy and a tool for building long-term employee wealth. Matt explains the financial and cultural benefits of this model, from creating buy-in at every level of a firm to offering owners an alternative to traditional succession paths. He also outlines common pitfalls to avoid when approaching an ESOP and stresses the importance of aligning company culture with ownership goals.Matt shares his personal journey into the ESOP space, beginning with his time at an ESOP-owned company during college that sparked his passion for employee ownership. With a background spanning banking, entrepreneurship, and consulting, Matt brings a rich perspective on how ESOPs can change the trajectory of a business. He highlights the valuation process, the timeline firms should expect for implementation, and the need for transparency throughout the transition. For architects wondering if an ESOP is the right fit, Matt provides clear insights into what the process looks like and how it affects daily operations.Beyond technical details, the conversation emphasizes the human side of ESOPs—how ownership impacts morale, culture, and the sense of shared purpose in a firm. Matt points out that employee ownership is more than a financial arrangement; it's about creating sustainable businesses that thrive well beyond their founders. With his practical expertise and passion for education, Matt helps leaders envision how ESOPs can serve as both a growth strategy and a legacy plan. Whether you're an architect preparing for succession or simply curious about alternative ownership models, this episode offers the clarity and context you need to start exploring ESOPs.This week at EntreArchitect Podcast, ESOPs for Architects with Matt Middendorp.Find Matt online at Vision Point Capital, email him at matt.middendorp@visionpointcapital.com, and connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.