ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.
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Interviews leading experts on issues pertaining to employee ownership including building an ownership culture, management practices, succession planning, economic development, and so much more.
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Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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Welcome! In this space we discuss everything related to startups, people and equity. We are joined by founders, CPeOs and employees to learn more about this space.
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WE’VE GOT A LOT TO SAY—THAT’S WHY WE MADE A PODCAST. And trust us, these are things you’ll want to hear. Manndatory Listening is a podcast about the hows and whys, dos and don'ts, and step-by-steps of leadership. We’re combining our own expertise—16 years of it—with that of leaders across dozens of industries to bring you applicable lessons for your own business and life. We're interviewing industry leaders and ourselves on the topics we know will make you and your business better. Put your ...
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Australia’s Podcast for Accountants - Tax Talks - The Podcast To Run and Grow Your Firm
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BizTalk is brought to you by the SCORE Fox Cities chapter. We've been on the air since 2001 and serves as a platform for the varied and fascinating stories of entrepreneurs and experts in Northeast Wisconsin. You can find older episodes on our website, biztalkwithscore.com
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P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/
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ESCA, Employee-Owned S Corporations of America, is the voice in Washington, DC that speaks exclusively for employee-owned S corporations (“S ESOPs”). Since 1998, ESCA’s membership has grown to represent more than 215,000 employee-owners in virtually every state in the nation. ESCA company members engage in a broad spectrum of business activities and are a variety of sizes – from 25-person businesses to companies with 18,000+ employee-owners – but all have one thing in common: a commitment to ...
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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A station to broadcast my TTalksTuesdays, Falsafjiya Show & Power Book Club along side some amazing people.
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The Quint’s editor-in-chief Raghav Bahl speaks on business, politics and policies.
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The Soul Searching Podcast by Ryan Dsouza
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Re-wiring for success in a disruptive world
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Join hosts Michal Sadowski and Mick Griffin as they share powerful insights and proven strategies for success in the digital marketplace. This engaging podcast dives deep into AI, online business, e-commerce, digital marketing, website optimization, and more, equipping entrepreneurs with the tools they need to thrive. Mick Griffin, the Chief Growth Officer at Traffit, a recruitment ATS, has an exceptional record of driving exponential growth. With 13 years of experience in growth roles at Br ...
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The notion of time is true, as the hours pass they never returns but will look back at you every time you close your eyes - Rohith
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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The beertruth podcast takes an honest look at the craft beverage industry with a focus on diversity, equity, and inclusion. Find out what drives and inspires brewers, what their story is, and yes, what their favorite hop is.
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Welcome to "HVAC-ology," your podcast for all things related to commercial HVAC systems! Whether you're an experienced technician, an HVAC engineer, a curious business owner, or simply someone interested in understanding the parts and pieces of HVAC systems, this podcast is perfect for you. In each episode, our expert hosts and enthusiasts delve into the complex world of commercial heating, ventilation, and air conditioning (HVAC). We cover everything from the latest equipment technology adv ...
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The BizTimes MKE podcast, powered by BizTimes Media, is designed to keep you informed and provide ideas and strategies to help improve your business. Each episode features thought-provoking insights and best practices from business and community leaders.
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Demystify your career in design and product management. A few things don't come with a user’s manual. One of them is your product career. Hireworthy helps you maximize the precious 7000 days of your life-time that you typically spend on your career. There's no better way to start this journey than having real & realistic conversations. Subscribe to our podcast to learn more!
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LetsVenture was founded with the vision of making startup funding in India an easy and transparent process. This would require a lot of education and learning. LVPodcast is a new initiative by LetsVenture to bring quality discussions and true investment opportunities to our community. We plan to release one podcast each month, going deeper into the sectors with time. Stay tuned!
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A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
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Prosperity is more than a number. It's the power to shape what's possible - for you, your family, and your heirs. Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Hosted by your Chief Prosperity Officer® Mark Chandik
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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next. Hosted on Acast. See acast.com/privacy for more information.
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This podcast is designed by bankers for bankers with the goal of improving industry performance. Each week of the season we deconstruct a single aspect of banking that makes a bank outperform their peers. More than just raising issues, this podcast will interview top bankers and industry experts in order to provide practical solutions to modern problems.
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Welcome to the Live Lounge Podcast series from the British Chamber of Commerce Shanghai. Through a series of live panel discussions, we invite business leaders and industry experts to tackle the major topics and trends impacting business in China.
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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH.
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This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing side. Relating to transaction, Bryce explains the role he plays as a buyer and the steps he takes to conform to the depar…
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Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why.
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Episode 181 - Kelly Finnell, Author of The ESOP Coach, Explains How ESOPs Work
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Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney. In 2010, Kelly authored "The ES…
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The growing opportunity in the Hispanic community
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Melanie Lauridsen, vice president of tax policy and advocacy at the AICPA, and Cynthia Rijo Sanchez, president of the Puerto Rico CPA Society, discuss the boom in demand for tax and accounting services, and what it takes to successfully serve this market.
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428 | NDIS Registration Part 2
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This is part 2 of our talk about NDIS registration with Astrid Rivalland and Helen Young of LegalVision in Sydney. Please listen first to part 1 in episode 427.numba Australia Pty Ltd
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Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
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Finding Purpose As Entrepreneurs (with Jess Stewart)
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Jess Stewart, founder/CEO of Jess Stewart LLC, joined me this week to share some of the lessons that she teaches entrepreneurs. Jess grew up with a military father that instilled in her drive and that giving up was never an option, and she took that attitude and used it to build a successful medical billing company. Now, Jess uses all the lessons t…
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Mulberry Lane Farm - Bonnie Keyes
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This week, hosts Rick Sense and Terry Pinch speak with Bonnie Keyes owner of Mulberry Lane Farm. The three will talk about Bonnie's journey that has led her to operating one of Calumet County's most successful tourist attractions.Score Fox Cities
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427 | NDIS Registration Part 1
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Your NDIS registration can indirectly influence your GST exemption. Hence, this episode about the ins and outs of NDIS registrations.numba Australia Pty Ltd
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The Golden AGE of feedback
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Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need.
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Episode 182 - Using Team Dynamics Assessment for Building a High-Performing Team with Christopher Morrison
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Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organi…
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Figuring out alternative investments
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John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.
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How Direct Employee Ownership Created the Right Succession Plan, and Company Culture, at Cargas
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SUMMARY: One of the exciting happenings in the world of employee ownership today is the proliferation of different models and methods for bringing employees into the ownership of a company. In this episode we discuss the Direct Stock Ownership model that Chip Cargas, Founder of Cargas Systems, implemented at his company. We also discussed where the…
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Communicating Effectively In Sales Conversations (with Tiffany Koettel)
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This week, we dive into the sales world with special guest Tiffany Koettel. Tiffany is the president of Growth Mindset Sales and has 25 years of sales and sales leadership experience. We discuss the right and wrong ways to approach sales as a newcomer, the importance of having the right mindset, and why it’s so important to treat others as they’d l…
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Xe 54: a Wine and Cocktail Lounge - Pamela Barnes and Laura Spranger
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Five years after her first appearance on Biztalk Pamela Barnes is here to talk about Xe54: a Wine and Cocktail Lounge in Neenah,WI. She and co-owner Laura Spranger join Biztalk show hosts Rick Sense and Terry Pinch to discuss how the business has grown and evolved in that time.Score Fox Cities
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EP25 - Pink Panther - The Strangeness of ESOP Negotiation
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In this podcast episode we use a classic scene from the movie “Pink Panther” which highlights using the “American” French accent to illustrate the strangeness related to an ESOP negotiation. In ESOP transactions it is important to understand that the purchase price or valuation of shares being sold hinge on the ultimate result of the negotiation wi…
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Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s
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Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…
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Navigating Big Tech Layoffs and Startup Opportunities in 2024
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In this episode of Growth Talks, Michal Sadowski and Mick Griffin dive into the 2024 big tech layoffs, discussing how over 100,000 employees have been affected by massive cuts at companies like Dell, PayPal, and Google. They explore whether this shift could lead to a boost in startup hiring, drawing parallels with the post-2008 economic crisis. Mic…
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Plumbers & Steamfitters Local 400 - Dustin Delsman
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This week, hosts Rick Sense and Terry Pinch speak with Dustin Delsman with Plumbers & Steamfitters Local 400, Kaukauna, WI. The three will talk about Dustin's journey that has led him to Local 400 and the unique opportunities Local 400 creates within our community.Score Fox Cities
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EP24 - The Power Of Monthly ESOP Communication With Diana Clark
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This episode we invite Diana Clark, who specializes as a full-time ESOP communication’s consultant, to provide a framework to understand the power of frequent and effective communication around employee ownership. If you are brand new to ESOPs or been an employee-owned company for a few years or even many years - the bottom line of communication wi…
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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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The Difference Between Management and Leadership (with Lisa Harrington)
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Lisa Harrington, Founder/CEO of Abiding Strategy and former guest of the show, joins me again this week to talk about what it means to be a leader, and how that’s different from just managing a business. We discussed the transition from being an entrepreneur with no or few employees to leading an entire team, how to learn when to delegate, and the …
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The Motherhood Alliance - Britney Suttner
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This week, Terry Pinch and guest-host Keith Keller are joined by Britney Suttner to walk through the story behind the launch of the Motherhood Alliance, a community for mom focused businesses and moms themselves. Learn how prior experience, planning, networking and hard work all played a part.Score Fox Cities
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Building the profession together
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AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately.
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Chilton Trailers - Tim Lamers
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This week, host Rick Sense and special guest host Pat Lowney speak with Tim Lamers, Owner of Chilton Trailers, in Chilton. The three will talk about Tim’s business journey that has led him to Chilton Trailers and its unique vision.Score Fox Cities
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EP23 - Inside Out - Part 2 - Inside Note vs. Outside Note
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This episode is part 2 of discussing the inside note versus the outside note on an ESOP transaction. We feature the recently released part 2 of Inside Out - as it is an excellent sequel in the story of how human emotions can play into how we make decisions , in particular how anxiety can cause problems in daily life. The podcast contrasts this to h…
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The State of Sector: Worker Cooperatives
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Guests: Olga Prushinskaya and Jamie Pockrandt, Democracy at Work Institute Summary: The second most common form of employee ownership in the United States is the worker cooperative where workers participate in both the financial success and governance of the firms. Today there are over 750 worker cooperatives in the United States, which is triple t…
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The Future of Accounting and CPAs with David Hartley
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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
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How To Prepare Your Business To Be Sold (with Steve Conwell)
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Steve Conwell, Founder/CEO of Final Ascent, joined me this week for a conversation all about optimizing your business’s exit strategy. Steve actually went through a business sale himself years ago and realized that their strategy wasn’t the best and, had he known what he does now, the sale would’ve gone so much smoother. So, Steve founded Final Asc…
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Owl Arts Pottery - Karen Eckberg
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This week, Rick Sense and Terry Pinch hear about the learning processes Karen Eckbert (owner of Owl Arts Pottery) has successfully navigated in pottery, business and ongoing skill building. It's a good story of perseverance and change.Score Fox Cities
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EP22 - ESOPs for the Construction Industry – interview with Joe Hurt of RLH Construction, a 100 percent ESOP
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This episode represents the 2nd interview with Joe Hurt of RLH Construction. Joe discusses some of the challenges and opportunities of an established ESOP. A few years into their ESOP, RLH Construction has experienced very strong results from the ESOP. Joe is the CEO of the company and has worked through issues such as leadership transition, retiri…
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426 | Charitable Sub-fund Arrangements
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In this final episode of our three-part mini-series about charities, we discuss Charitable Sub-Fund Arrangements with Darren Fittler of Gilbert + Tobin in Sydney, Melbourne and Perth.numba Australia Pty Ltd
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NBC26 Green Bay- Ryan Scott
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This week, co-hosts Rick Sense and Terry Pinch speak with Ryan Scott, Station Manager of NBC26 in Green Bay. The three will talk about the television and news business as well as the unique business model implemented by Ryan and the team at Northeast Wisconsin's NBC affiliate.Score Fox Cities
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EP21 - Inside Out: Inside Note Vs. Outside Note - Part 1
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This episode provides clarification to the difference between an inside note and an outside note. In an ESOP transaction there will be two types of notes created when the transaction occurs. This episode is part 1 of 2 episodes. The first part explains the background of the terminology as it relates to why these two types of notes exist. The majori…
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HVAC-ology Episode 14: SafTDek and the Future of Workplace Safety
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Send us a text What if the next innovation in workplace safety could save lives and reduce costs? That's exactly what Nathan Sollenberger, our special guest from SafTDek, is here to discuss. Join us for the season finale of HVACology as we explore Nathan's journey from Pennsylvania to the forefront of HVAC innovation. He'll share the story behind S…
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Managing partners should only have one client
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And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business.
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PAF v PuAF - what is the difference between the two?numba Australia Pty Ltd
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Round 73 - Proclamation Ale Company (Don't Stop at the Guard Shack!)
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Round 73 is an interview with Ben Terry and Brendan Kennedy of Proclamation Ale Company, based in Warwick, Rhode Island. Proc is basically the old guard in the Providence area, and it's no wonder they are still going strong what with all the delicious beers, community-oriented events, and overall good work they do. Music credit: “Maccary Bay” by Ke…
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Episode 180 - The Winning Mindset: Strategies from Elite Athletes to Achieve Peak Performance
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Dr. Kimberly Wagner is a licensed psychologist and performance coach with over a decade of experience working with elite athletes and business professionals, including Major League Baseball players. She conducted a study on the mental skills and characteristics that enhance performance in Major League Baseball players, which led to the development …
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Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
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In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
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The Challenges Of Global Manufacturing (with James Sellers)
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James Sellers returns to the show to briefly discuss what’s been going on with his business Sellmark before we dive into the main topic of this week’s episode: the challenges of global manufacturing. James shares why he has to constantly follow geopolitical news and how recent wars have impacted his business, and also shares his perspective on the …
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WIECO and ESOP Partners - Ryan Kauth and Matt Middlendorp
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46:10
This week Kathleen Wall, chapter chair of Score Fox Cities, joins Terry Pinch as we learn more about employee ownership. Ryan Kauth from WICEO and Matt Middendorp from ESOP Partners talk about the unique benefits of Employee Stock Ownership Plans and how they function.Score Fox Cities
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HVAC-ology Podcast 13: Behind the Scenes at Pump'nFlo
41:22
41:22
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Send us a text We’re thrilled to have Evan Crabtree from Hoffman Hydronics and Erik Roethlinger joining us. Evan’s journey from NC State’s chemical engineering program to becoming a pivotal figure in the HVAC industry is inspiring. Erik adds a humorous touch with his deep expertise in hydronics supported by an early career in music, making this epi…
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424 | How to Structure a Charity
37:48
37:48
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37:48
As accountants, we work with individuals, companies, trusts partnerships and any combination of those. That is what we are familiar with. But if a client came to you to set up a charity, would you know how to structure this?numba Australia Pty Ltd
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EP20 - Corey Rosen with NCEO - An Update on ESOPs
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48:23
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48:23
On the podcast this week, we interview Corey Rosen, the founder of NCEO and a huge contributor to ESOPs discusses the updates and trends relative to ESOP companies. Through our discussion, Corey highlights the expansion of ESOPs as the finance world has begun to leverage this realities and benefits of an ESOP in private equity. Some of these ideas …
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HVAC-ology Episode 12: Exploring the Price Industries Legacy of Quality and Innovation
51:40
51:40
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51:40
Send us a text Ever wondered how a company evolves from a small rep firm to a leader in HVAC innovation? Get ready to meet Todd Stovall from Price Industries. We discuss the company's transformation from a rep firm in the 1940s to a manufacturing powerhouse, driven by its mission to improve quality and serve the commercial HVAC market. Todd spills …
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The practice leader's role in growth
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24:16
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24:16
Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.
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Volunteer Fox Cities - Sandy Vanden Heuvel
46:47
46:47
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46:47
This week, Susan Vanden Heuvel visits with Rick Sense and special guest host Bob Molitor. The three converse about the importance of volunteers and the benefits of utilizing them both in for-profit and non-profit businesses.Score Fox Cities
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Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
32:21
32:21
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32:21
In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
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Negotiating Business Sales - The Right Way (with Pete Benenati)
56:39
56:39
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56:39
Pete Benenati, founder of Benenati Law, brings over 30 years of experience to the current business transaction market. Pete represents both buyers and sellers and has learned over the years the best ways to make sure the deal works out smoothly for their clients, including a huge focus on tax planning throughout the entire process. Pete and I discu…
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