Owners at Work

Owners at Work

Interviews leading experts on issues pertaining to employee ownership including building an ownership culture, management practices, succession planning, economic development, and so much more.

Episodes

March 30, 2021 54 min

Small businesses account for nearly half of all jobs in the US economy, and nearly half of all small businesses are owned by Baby Boomers who will retire in the next few decades in what has been termed the "silver tsunami". These businesses are integral to local communities, and there continued operation is key to building back our economy. In this episode we talk to Brett Jones of Evergreen Cooperatives and Ellen Vera of C...

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Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael McGinsley of Prairie Capital. We talk about their journey through the co...

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Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael McGinsley of Prairie Capital Advisors. We talk about their journey throu...

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February 8, 2021 53 min

On this inaugural 2021 episode of the pod, we talk with Anthony Mathews from the California Center, and former Executive Director Of the Beyster Institute. Anthony  has spent decades in the world of employee ownership and has a thing or two to say about it. We get into his path into the field, his belief that employee ownership can be a cure for what ails society, and the economy, and much more. It is a wide-ranging discussion, and...

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Owners at Work is back for season two. We talk with Anthony Mathews of the California Center for Employee Ownership about his many years working to expand employee ownership as well as how employee ownership may be a cure for what ails our economy and society more broadly. 

Full episode drops soon. 

Check out our past episodes here: https://www.oeockent.org/resources-events/owners-at-work-podcast

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We hear a lot about the the rising level of economic inequality in our society, the increasingly precarious nature of employment, and the difficulties of saving for retirement. What we hear about much less is the how employee owned firms, in particular companies with Employee Stock Ownership Plans, can help address these an many other issues by helping workers build wealth - broadly defined. In this episode we sit down with two sen...

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November 17, 2020 33 min

If there is one thing to know about the field of employee ownership it's that it includes a wide variety of models. In the US, Employee Stock Ownership Plans (ESOPs) and worker cooperatives are the two most well known, but there are many others. In this episode we sit down with Chris Michael, an attorney and professor, to discuss a less known model - the employee ownership trust. We dig into the history of the model, talk about...

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We’re getting to the end of year, and a general theme of our upcoming programming, as well as many of our conversations with companies and advisors alike, focuses on taking stock of what’s happened, and is still happening, and how we are looking at, and planning for, the future. In this episode of the Owners At Work podcast we’re highlighting a couple of recent conversations on this theme. First up we have Tina DiCroce and Collin M...

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In this episode we speak with six experts in the field of employee ownership about how to approach 'regular' operations that all ESOPs must undertake while at the same time keeping an eye on planning for the long term. The discussions, which are adapted from our Annual Conference Short Take videos, focus on ESOP processes and procedures, sustainability, and more. We talk about valuations and preparation strategies, the role...

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September 23, 2020 54 min

It is well known within the employee ownership community that employee-owned companies do better in times of crisis compared to conventionally owned companies. However, this not a law of gravity, it is the result of countless actions taken by and processes created within employee-owned firms. In this episode we speak with five experts in the field of employee ownership and look at what actions ESOPs can take in this current economi...

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September 7, 2020 68 min

In this episode we speak with five experts in the field of employee ownership about the process of selling a business to employees via an Employee Stock Ownership Plan. Each interview focuses on a particular aspect of the process. Taken together, the interviews provide a general primer for anyone interested how the process works as well as what key issues should be considered at different points within the process.

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There is a large body of research demonstrating that employee owned companies outperform their conventional counterparts. However, much of this research focuses on company level characteristics. In this episode we sit down with Nancy Wiefek, Research Director at the National Center for Employee Ownership (NCEO) to talk about the groundbreaking research she conducted that looks at how employee ownership improves the economic well-be...

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he world of employee ownership is made up of a vast array of stories, experiences, and journeys. Within this diversity, there are certainly differences, but also, in our view, an overriding commonality - broadened ownership of productive assets is good for employees, the businesses they work for, and the economy at large. In this episode we sit down with Kristen Barker of Coop-Cincy and Michael Peck of One Worker One Vote, to talk ...

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Based on a recent webinar this episode includes a conversation with two financial experts, Eric Zaleski and Sean Kelleher, who talk about where we are now, and how to successfully get to the other side. We cover general market conditions; the lending and finance markets for privately held companies; managing cash flow and debt load (and staying solvent); managing your SBA loan to ensure compliance; and how to position your employee...

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The sale of a private business to an ESOP can seem like a very different beast than a typical business transaction. There are, of course, components of a sale to an ESOP that you won’t find in a third-party sale or a family transfer, but there also similarities. For this episode we talk with attorney Avery Chenin of SES ESOP Strategies on outlining, and demystifying, a sale to an ESOP. We discuss the process of selling a business t...

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May 4, 2020 43 min

For this episode we , we talk to IntrustIT CEO (and selling owner) Tim Rettig, a new ESOP company in the Cincinnati area. Tim talks about why he chose to sell his business to the employees, and the impact the decision has had on the company; the benefits of open-book management; how the company is faring in the current crisis; and his plans to be a one-man employee ownership venture capitalist.

***If you have story you want to shar...

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For this episode we head out to California and check in with Corey Rosen, Founder of the National Center of Employee Ownership (NCEO) located in the Bay Area; and Kim Blaugher, who recently became the Executive Director of the Beyster Institute at UC San Diego. Our conversation with Corey Rosen begins with the impact of the current crisis on the operations of the NCEO, how the crisis is effecting the employee-owned companies he is ...

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March 26, 2020 65 min

With the outbreak of the COVID-19 epidemic, good strategies for building culture and facilitating communication are more important than ever. Whether it is social distancing, remote workplaces, or the stress and uncertainty that comes with an unknown future. 

In this episode we connect with Jim Bado and Cathy Ivancic of Workplace Development. First up, Jim Bado in a postscript to a free webinar on maintaining  your ownership cultur...

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March 6, 2020 62 min

In this episode we discuss two aspects of leadership. First, we talk with Tim Jamison and Tom DeSimone of Prairie Capital Advisors on planning for leadership succession in your employee owned company, we discuss processes, procedures, and best practices. In the second half we talk with Jeff Evans former CEO of The Will-Burt Company, an employee-owned company in Orrville, OH. Jeff discusses hist perspective on what makes for effecti...

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February 6, 2020 68 min

There are a lot of things that create value in an employee-owned company. Some of those things are bottom line related: sales, customer satisfaction, repurchase obligations, or external market pressures within or across industries. But, when we begin to talk about what motivates employees to think, act and feel like owners we move to the area of values. As you might expect, the two are closely related. In this episode we take on bo...

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