ESOP Summer School Mini-cast 22: ESOP Myths Addressed
The ESOP Podcast Summer School 2023 Mini-cast: Employee ownership myths discussed with business owner Craig Leary.
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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.
Feb 10, 2023
Mini-cast 215: ESOP Myths Addressed
Bret Keisling addresses ESOP myths that came up in a recent episode with business owner/consultant Craig Leary.
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 8, 2022
Mini-cast 191: CLIF Bar Announces Sale to Mondelēz
Bret Keisling discusses the recently announced sale of Clif Bar to Mondelēz International.
May 6, 2022
Mini-cast 183: Is an ESOP Right for You?
The NCEO's Danielle Clark-Newell discusses a June 2022 two-day feasibility seminar "Is an ESOP Right for You?" co-sponsored by the NCEOC.
Sep 14, 2021
166: Darren Gleeman - Revisited
Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
May 4, 2021
149: Darren Gleeman - ESOPs are NOT Boring
Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.
Mar 16, 2021
143: TXCEO - Building a State Center
Steve Storkan (EOX) and Jennifer Krieger (Weaver) discuss how the TXCEO was established + why a successful center helps all employee owners.
Aug 4, 2020
ESOP Summer School 15: COVID-19 & the Valuation Process
Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to...
Jul 21, 2020
ESOP Summer School 13: Is It Okay to Celebrate? ESOP Terminations Explained
Jennifer Krieger of Weaver CPAs joins us to discuss ESOP terminations, how and why they happen, and how employee owners are protected.
Jul 17, 2020
Mini-cast 91: ESOP Annual Statements
A look at ESOP participants' annual statements including what information must be included and what they mean and don't mean.
Jun 26, 2020
Mini-cast 88: ICYMI Health, Wellness, & Value
Historically, EO companies fare better during turbulent economic times. Bret Keisling looks at the interplay between culture and value.
Jun 23, 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.
Mar 17, 2020
105: Rob Hilton, ASA - COVID-19 & the Valuation Process
Bret Keisling is joined by Rob Hilton, A.S.A. of South Park Advisors for a broad discussion on how ESOP valuation advisors will navigate...
Mar 13, 2020
Mini-cast 73: Coronavirus and the 12/31/19 Valuation
As the coronavirus pandemic wreaks havoc both medically and economically, many ESOP companies and advisors are working on 2019 valuations...
Feb 4, 2020
99: CapEx, Real Estate, and ESOP Share Price
We look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...
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