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ESOP Summer School 43: Peter Newman - Successful Retirement Planning
Interview with Peter Newman discussing successful retirement planning with an emphasis on employee ownership.
Jul 16, 2024

Mini-cast 237: "If It's the Last Thing I Do" Published!
Celebrating David Fitz-Gerald's ESOP-themed novel "If It's the Last Thing I Do," which was published this week.
Sep 29, 2023

ESOP Summer School Mini-cast 28: "If It's the Last Thing I Do," an ESOP-themed Novel
ESOP Summer School: Celebrating this week's release of David Fitz-Gerald's new ESOP-themed book.
Aug 18, 2023

250: The NCEOX Initiative with Loren Rodgers and Steve Storkan
Loren Rodgers (NCEO) and Steve Storkan (EOX) discuss the NCEOX Initiative and bringing employee ownership to states and communities.
Jun 27, 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

Mini-cast 225: "If It's the Last Thing I Do," an ESOP-themed Novel
Bret highlights a new Kickstarter campaign for the novel "If It's the Last Thing I Do" by ESOP Champion David Fitz-Gerald.
Apr 21, 2023

239: Transitioning to an ESOP, Part 2
Justin Van Etten of Stewart's Ambulance Service discusses how to make the ESOP transition process a success.
Apr 4, 2023

238: Transitioning to an ESOP, Part 1
Justin Van Etten discusses the ESOP transition process + why ambulance services are an amazing fit for employee ownership.
Mar 28, 2023


212: ICYMI - Cecile Betit and the Carris Reels Research
Cecile Betit, who has studied 100% ESOP Carris Reels since its inception as an ESOP in 1996 to today, shares her dissertation conclusions.
Aug 23, 2022

185: Chris Michael and EO Trusts Revisited
Chris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.
Feb 1, 2022

138: Tracy Till - EO Companies, Boards, & Orgs
Tracy Till discusses the importance of a good Board of Directors for strategic growth and why she works with Certified EO and EOX.
Feb 9, 2021

127: Doug Schukar - USA Mortgage
USA Mortgage's Doug Schukar shares his path to an ESOP, what he’d do differently, + why he credits being an ESOP w/ a 1 year 600% increase.
Nov 24, 2020

116: ESOP Feasibility Revisited
An overview of ESOPs and their advantages, and then a deeper-dive into some of the key elements of assessing whether an ESOP is feasible.
Jun 23, 2020

Mini-cast 78: NewAge Industries - An Essential ESOP
NewAge Industries is a PA-based 100% ESOP that specializes in fluid transfer, i.e., tubing and couplings etc. It provides essential COVID-19
Apr 17, 2020

93: Seth Webber and the Process of Selling your Business
BerryDunn’s Seth Webber discusses how and when to start the process of selling a business, the importance of seller due diligence.
Dec 3, 2019

89: EO Professional Spotlight - Growing Your Practice
Our EO Spotlight is on Jennifer Krieger of Weaver CPA; South Park Advisors shares how appearing on our podcast led to client engagement.
Oct 29, 2019

ESOP Summer School 9: Bob Whalen, CEO of Employee-Owned HB Global, LLC
Bob Whalen describes how HB Global's ESOP creates both a positive current working environment today and a retirement vehicle for the future.
Aug 20, 2019


ESOP Summer School 7: Ken Baker CEO of NewAge Industries on the Benefits of ESOPs and Shared Capital
Ken Baker, CEO of NewAge Industries, and co-founder of the Pennsylvania Center for Employee Ownership (PaCEO), shares best practices.
Aug 6, 2019

ESOP Summer School 1: Larry Filipski of 100% ESOP Once Again Nut Butter
We kick off summer with our talk with the 100% ESOP Once Again Nut Butter. The employee-owners of OANB "spread integrity!"
Jun 25, 2019


Mini-cast 41: Matt Cropp at VEOC19
We talk with Matt Cropp, Co-Executive Director of the Vermont Employee Ownership Center at #VEOC19.
Jun 14, 2019
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