The ESOP Podcast

The ESOP Podcast

The ESOP Podcast invites listeners to hear insights from the best in the world of employee ownership, from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies!

Episodes

August 13, 2024 47 mins
It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break. Today we're sharing an episode of the "Owner to Owner" podcast. Host Jesse Tyler was joined by three great employee owners at 100% ESOP King Arthur Baking Company, Michael Scanlon, Manager, Workforce Acquisition and Growth, David Turner, Recipe Developer, and Ana G...
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It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break. Bret Keisling was joined by Peter Newman, founder of Peak Wealth Planning [www.peakwealthplanning.com/], a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership. In this episode, Peter discusses the vari...
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As the US begins to celebrate the July 4th holiday, we're resharing this classic episode in which Bret Keisling reflects on what the holiday means to him and how employee ownership can address what he sees as our most vexing problem in the US, our inability to work together to benefit us all. Shoutouts to NCEO co-founder Corey Rosen, the Employee Ownership News, and the "Owner to Owner" podcast with Jesse Tyler. The full transcri...
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It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break. In part 1, Bret Keisling was joined by Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm focused on middle market M&A and ESOP advisory. Keith shares his view that when mature ESOPs run into trouble, it is not...
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It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break. In this episode, Bret Keisling shared EO A-ha Moments from five previous podcast guests who, besides sharing a passion for employee ownership, all presented or moderated at the 2024 Employee Ownership Ideas Forum, sponsored by the Aspen Institute and the Rutgers In...
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Bret Keisling is joined by Gina Schaefer, founder, board chair, and retired CEO of A Few Cool Hardware Stores, which was founded in 2003 in Washington D.C. It has since expanded to 15 locations in the Washington D.C. and Baltimore, MD metro areas. In 2021 it became a partial ESOP with plans to eventually become majority and then 100% employee owned. Gina shares the origin story of A Few Cool Hardware Stores and its journey to empl...
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Bret Keisling is joined by Gina Schaefer, founder, board chair, and retired CEO of A Few Cool Hardware Stores, which was founded in 2003 in Washington D.C. It has since expanded to locations in the Washington D.C. and Baltimore, MD metro areas. In 2021 it became a partial ESOP with plans to eventually become majority and then 100% employee owned. Gina shares the inspiring story of how her neighborhood hardware store hired a number...
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Part 2. Bret Keisling is joined again by Campbell McDonald, chief executive of Ownership at Work [www.ownershipatwork.org/], a UK-based charitable think tank, and a research fellow at the Rutgers Institute for the Study of Employee Ownership and Profit Sharing. They discuss the interplay between employee ownership and company “best practices;” the international growth of employee ownership; and Campbell gives a shout out to the Oxf...
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Bret Keisling is joined by Campbell McDonald, chief executive of Ownership at Work [https://ownershipatwork.org/], a UK-based charitable think tank, and a research fellow at the Rutgers Institute for the Study of Employee Ownership and Profit Sharing. They delve into the impact of employee ownership on businesses and communities, the importance of employee voice, sharing rewards, and leadership in employee-owned businesses. They al...
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From July 2022: Bret Keisling is joined by Anne-Claire Broughton of Broughton Consulting [www.broughton-consulting.com] and founder of the North Carolina Employee Ownership Center (NCEOC), who discusses small business transitions to employee ownership, open book management, and The Great Game of Business, B-corporations, and how employee ownership improves urban and rural areas and members of the BIPOC communities. Further show no...
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Bret Keisling is joined by Jesse Tyler, Hypertherm Associate and host of the "Owner to Owner" podcast, to share brief highlights from the National Center for Employee Ownership (NCEO)'s 2024 Annual Conference, held April 29-May 1 in Tampa Florida. Jesse describes two panels he presented on, one on inspiring newer employee owners and another with Sargent Corp of Maine about EO podcasting. Jesse notes how employee ownership confer...
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Bret Keisling is joined by Brian Taussig-Lux, retired CEO of UnTours, which holds the distinction of being the first company to become a Certified B Corp, which means a business that meets high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Brian shares UnTours fascinating story, from its unique origins to it...
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From April 2023. To celebrate the NCEO's 2024 Annual Conference, Bret Keisling reshares an exciting announcement made at The National Center for Employee Ownership's Annual Conference last year by Loren Rodgers (NCEO) and Steve Storkan (EOX) about the formation of the NCEOX Initiative. This collaboration will combine the excellent messaging of the NCEO with the amazing messengers at Employee Ownership Expansion Network and their st...
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Bret Keisling is joined by Daniel Goldstein, one of the leading voices in ESOPs and employee ownership today, who shares his insights on the transformative impact of ESOPs, fostering employee ownership, enhancing community welfare, and promoting business sustainability. Daniel addresses challenges faced by ESOPs, the significance of education and communication within organizations, and the role of employee ownership in addressing r...
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Bret Keisling celebrates Project Equity's 10th Anniversary [https://project-equity.org/].  On April 1, 2014, Hilary Abell and Alison Lingane began working part-time with a goal of scaling employee ownership.  In its first year, they created a feasibility study for different strategies to grow EO, created a worker coop academy pilot project with partners based out of Oakland, and articulated its initial organizational mission and v...
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Bret Keisling is joined by Maureen Conway, Aspen Institute Vice President and Executive Director of the Economic Opportunities Program, and Adria Scharf, Associate Director of the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, who discuss their takeaways and reflections on the recent Employee Ownership Ideas Forum. The Employee Ownership Ideas Forum was presented by the Aspen Institute Economics Opportun...
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Bret Keisling is joined by Daniel Goldstein, retired president and CEO of Folience, Inc. [https://www.folience.com/], an ESOP holding company. Daniel was on a panel at this week’s Employee Ownership Ideas Forum in a session called "Hometown Ownership: The Impact of Employee Ownership in Rural Communities."  In this excerpt from an upcoming EsOp Podcast episode, Daniel discusses how ESOPs in rural areas provide economic opportuniti...
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Bret Keisling shares EO A-ha Moments from five previous podcast guests who, besides sharing a passion for employee ownership, are all presenting or moderating at the 2024 Employee Ownership Ideas Forum, sponsored by the Aspen Institute and the Rutgers Institute for the Study of Employee Ownership and Profit Sharing taking place this week in Washington DC.  In this episode, we share EO A-ha Moments from Maureen Conway (Aspen Instit...
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Bret Keisling wants to work with employee-owned companies to create more EO A-ha Moments for employee owners.  It’s that moment when someone realizes that EO can be transformative. Employee owners experience these moments in different ways: at EO conferences; interacting with other employee-owned companies; or when an employee owner recognizes that they actually have a voice at their company. Feeling valued, heard, and respected ca...
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Bret Keisling shares a recent episode of the "Owner to Owner" podcast featuring Jesse Tyler and three great employee owners at 100% ESOP PC Construction, Kaitlyn Keenan, Sr. Job Cost Engineer, Brady Fox, LDP (Leadership Development Program) Engineer, and Mike Delia Jr., Staff Estimator. PC Construction is a 100% employee-owned construction firm providing integrated construction services through a full range of delivery methods. Th...
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