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Jun 18, 2024
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.
Feb 20, 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.
Nov 21, 2023
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 17, 2023
Mini-cast 244: ESOP Companies Independent Board Members
Bret Keisling discusses Independent Board Members for ESOP Companies
Nov 14, 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 3, 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.
Aug 15, 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.
Jun 13, 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 9, 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 6, 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.
Apr 25, 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.
Mar 17, 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.
Jan 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.
Nov 15, 2022
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 8, 2022
223: Stock Appreciation Rights with Jenn Krieger
Jennifer Krieger, financial advisory services director at Weaver, discusses stock appreciation.
Oct 11, 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.
Aug 2, 2022
209: Rising Interest Rates & ESOP Valuations
Albert del Pilar, managing director at ButcherJoseph & Co., discusses how ESOPs can manage interest rate uncertainty.
Jul 19, 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 5, 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.
Jun 7, 2022
202: Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
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