209: Journey to an ESOP with Phillip Hayes of Berman Hopkins CPA & Assoc.

Today I have the pleasure of speaking with Phillip Hayes, Succession Planning Partner of Berman Hopkins.

Phillip joined the Berman Hopkins team in 2000 and became the Succession Planning Partner in 2006. In 2010, he was named Managing Partner. He transitioned his role as Managing Partner in 2020 to pursue his passion as the full-time leader of the firm’s Employee Stock Ownership Plan (ESOP) practice and launched "The ESOP Guy" podcast, which explains the process of the ESOP transaction from a business owner’s perspective. 

Phillip has over 30 years of experience in finance and business consulting. In addition to directing Berman Hopkins’ strategic efforts, he is a Certified Valuation Analyst through the National Association of Certified Valuators and Analysts. Phillip provides consulting services for a variety of business industries.

In this episode, we will be discussing:

• Why move into the ESOP journey
• Valuation of an architecture practice
• How to determine whether an ESOP is for you

 

To learn more about Phillip join his:

Website: https://www.bermanhopkins.com/

Podcast: https://www.journeytoanesop.com/

Facebook: https://www.facebook.com/bermanhopkins

LinkedIn: https://www.linkedin.com/company/bermanhopkinscpas/

Twitter: https://twitter.com/bermanhopkins?lang=en

 

► Transcription: https://otter.ai/u/ZLyWqhJ4xURgVuhD0kyN0tv2ZQE?utm_source=copy_url

 

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