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ESOP Summer School 41: Keith Butcher of ButcherJoseph
A discussion of mature ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm.
Jun 18, 2024

269: Planning an ESOP Statement Annual Meeting
Bret would love to speak at your ESOP statement annual meeting either in person or remotely. Schedule a free no-obligation conversation.
Feb 21, 2024

260: Keith Butcher of ButcherJoseph, Part 2
A discussion of the interplay between private equity and ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co.
Nov 22, 2023

Mini-cast 244: ESOP Companies Independent Board Members
Bret Keisling discusses Independent Board Members for ESOP Companies
Nov 18, 2023

259: Keith Butcher of ButcherJoseph, Part 1
A discussion of mature ESOPs with Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm.
Nov 14, 2023

Mini-cast 242: The IRS and ESOP Enforcement
A recent Internal Revenue Service press release and subsequent clarification has warned of potential IRS issues with ESOPs.
Nov 3, 2023

ESOP Summer School 27: Challenges for Mature ESOPs with Jeff Buettner
ESOP Summer School: Jeff Buettner of ButcherJoseph & Co discusses challenges faced by mature ESOPs.
Aug 15, 2023

249: EO Down Under with Thomas Lewin
Interview with Thomas Lewin, an Australia-based EO professional advisor and advocate, and founder of ESOP Pal.
Jun 13, 2023

Mini-cast 232: Jenn Krieger - An Acquisition, a Transition, and a Baby!
Jennifer Krieger of Weaver shares the news of Weaver's acquisition of Columbia Financial Advisors, Inc. and more.
Jun 9, 2023

248: Weaver's Beyond The Numbers - Case Study of an ESOP Construction Transaction
Podcast takeover episode: Jenn Krieger at Weaver shares her conversation with Will Rosell of Pieper-Houston Electric about their ESOP.
Jun 6, 2023

242: ICYMI - Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
Apr 25, 2023

Mini-cast 220: ICYMI - Hardship Withdrawals from ESOP Accounts
Finding the balance between short term needs and retirement security through the use of hardship and in-service withdrawals.
Mar 17, 2023


Winter Wonderland 009: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
Jan 17, 2023

224: Challenges for Mature ESOPs with Jeff Buettner
Jeff Buettner of ButcherJoseph & Co discusses challenges faced by mature ESOPs that go beyond repurchase obligations.
Nov 16, 2022

223: Stock Appreciation Rights with Jenn Krieger
Jennifer Krieger, financial advisory services director at Weaver, discusses stock appreciation.
Nov 9, 2022


219: Darren Gleeman Returns to Bust More ESOP Myths
Darren Gleeman of MBO Ventures, busts more ESOP myths including why ESOPs are NOT more complicated than other transactions.
Oct 11, 2022

209: Rising Interest Rates & ESOP Valuations
Albert del Pilar, managing director at ButcherJoseph & Co., discusses how ESOPs can manage interest rate uncertainty.
Aug 2, 2022


207: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
Jul 19, 2022

205: Executive Compensation for ESOPs
M. John Burgess, Esq. of Shumaker and Curtis Schehr of DCS Corp. discuss the importance of ESOP executive compensation plans.
Jul 5, 2022

202: Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
Jun 7, 2022
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