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 of third party administrators, how to best approach repurchase obligations, the evolving concept of ESOP sustainability, what ESOP sustainability studies are, and how to put them into action.
QUEST SPEAKERS
- Pete Shuler, Crowe LLP: https://www.linkedin.com/in/pete-shuler-5631044/
- Nick Adamy, Adamy Valuation: https://adamyvaluation.com/team/nick-adamy/
- Nick Sypniewski, Comstock Advisors: http://comstockadvisors.com/employees/nickolas-sypniewski/
- Tom DeSimone, Prairie Capital Advisors: https://www.prairiecap.com/team/tom-desimone-cpa
- Tim Jamison , Prairie Capital Advisors: https://www.prairiecap.com/team/timothy-jamison-cpa
- Tina Dicroce, Chartwell: https://www.chartwellfa.com/professionals/tina-dicroce
REACH OUT TO US!
We are always looking to hear from those in the employee-ownershup community and are happy to help highlight your story and bring it to a larger audience. Email us at oeoc@kent.edu
SHORT TAKE VIDEOS
The interviews in this episode are adapted from video interviews that can be accessed here: https://www.oeockent.org/short-takes
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.