Latest Episodes
#327: [Owner Success Story] Starting, “Betting The Farm” on a Pivot, and Selling Mindware with Jeanne Voigt
Today we have Jeanne Voigt on the show to talk about her experience starting, growing, and selling MindWare, a catalog and online retailer of...
#326: How ESOPs Work: The Life Cycle, ESOP Acquisitions, and Owner Success Stories with Jim Steiker and Ken Baker
Ep.#12 [THEME FIVE] As we wrap up our four-part mini-series on ESOPs, we’re getting out of the weeds and coming back up for air. ...
#325: How ESOPs Work: Myth Busting, 1042 Tax Deferrals, Warrants, Executive Comp Plans and More with Keith Apton and Miguel Paredes
Ep.#11 [THEME FIVE] As we continue down this ESOP mini-series, we want to do some serious myth-busting by diving even deeper into the technical...
#324: How ESOPs Work: Trustees, Governance, Legal Structure, Employee Vesting, and More with Neil Brozen and David Solomon
Ep.10 [THEME FIVE] In part two of our four-part ESOP series, we dive deep into the mechanical and legal relationship between you (the owner),...
#323: How ESOPs Work: The Transaction with Dave Diehl and Steve Storkan
Ep.#9 [THEME FIVE] Today we’re kicking off a new four-part miniseries on ESOPs to support Employee Ownership Month. Why are we spending four episodes...
#322: How to do a Successful Family Transition with Rachel Wallis Andreasson
Ep.#8 [THEME FIVE] You may have heard the phrase “shirtsleeves to shirtsleeves in three generations” when talking about family business and succession planning. The...