show episodes
 
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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Owners at Work

Ohio Employee Ownership Center

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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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EquityPeople

Špela Prijon and Tamas Varkonyi

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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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Thinking Outside the Bud is a business podcast devoted to driving innovation in the cannabis space. During each episode, we speak with founders, investors, thought leaders, researchers, advocates, and policy makers who are finding new and exciting ways for cannabis to positively impact business, society, and culture..
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The ESCA Podcast

Employee-Owned S Corporations of America (ESCA)

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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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Welcome to the self-proclaimed top podcast in the Dirt World (totally made up)! Listen weekly as host Aaron talks Dirt World issues, answers listener questions, and interviews some of our favorite people, from executives to operators we've met along our travels.
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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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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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What’s Next?

Parcion Private Wealth

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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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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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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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HVAC-ology

Ryan Hudson and Kelly Patterson

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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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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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Growth Talks

Michal Sadowski & Mick Griffin

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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 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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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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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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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 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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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 Inside Pittsburg Tank & Tower Group, the show where we take a deep dive into the inner workings of this flourishing company that holds faith, family, and hard work at its core. PTTG is a 100-year-old water tank and cell tower manufacturer from Henderson, Kentucky. The work isn’t glamorous, but the people who make up the company are extraordinary. In this foundational season, we explore the company's unparalleled perspective and innovative approach to business, propelling it to unp ...
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Brian Baker, president and CEO of Oconomowoc-based Sentry Equipment Corporation, joins BizTimes Media managing editor Arthur Thomas on the podcast. They discuss his journey from finance expert to company leader, how Sentry has expanded from a manufacturer to also a service provider, the benefits and challenges of employee ownership and how the curr…
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We find that once an ESOP closes, there is some degree of uncertainty on the next steps. In this episode, we focus on the ESOP closing guide to prepare clients on the correct ways to implement the organizational structure and timeline of a successful ESOP. In other words, we cover how to accomplish a company’s goals in the transition of an ESOP tha…
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Send us a Text Message. Ever wondered how a Harvard football player became a CEO in the HVAC industry? Join us in this episode of HVACology as we chat with Jim Bingham, the dynamic CEO of Hoffman & Hoffman. We kick things off with some light-hearted banter about Ryan's and Kelly's college theater days. Jim takes us on a fascinating journey through …
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Tim Paulson (Co-CEO) and Caitlyn Cook (VP of Marketing) join Aaron to discuss employee stock ownership plans (ESOP) and how being 100% employee-owned works for Emery Sapp & Sons. To learn more about ESS, check out their website at https://emerysapp.com/ As always, please leave the podcast a review, and you can send any questions/comments directly t…
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Jun 10, 2024 – As millions of baby boomers retire each year, many are opting to sell their businesses. One method that is gaining attention and that often carries tax benefits is by selling the business to the employees through an Employee...By fswebmaster@financialsense.com (Financial Sense)
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The latest episode of THE EXIT Podcast, titled "Building Generational Wealth Through ESOPs," features host Brett Dearing, Certified Exit Planning Advisor and guest David Jasmund, Managing Director at PCE Investment Bank discussing the intricacies and advantages of selling a business to an Employee Stock Ownership Plan (ESOP). They delve into the be…
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Jun 28, 2024 – Chris Puplava, CIO of Financial Sense Wealth Management, warns that we are now seeing a deterioration in US government bond liquidity to levels we haven't seen since 2008. What does that mean and how could this...By fswebmaster@financialsense.com (Financial Sense)
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Jun 28, 2024 – After this week's wrap-up, MarketGauge's Mish Schneider joins Financial Sense Newshour to discuss the current market outlook as the world's most valuable company, Nvidia, pulls back from all-time highs. Also, with last night's debate...By fswebmaster@financialsense.com (Financial Sense)
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Wellness Waves: Surfing the CBD and Botanicals with Jacana's CEO & Co-Founder, Alexandra Chong Alexandra Chong is the CEO & Co-Founder of JACANA, Jamaica’s leading wellness brand, is committed to bringing plant-based solutions to the forefront of holistic wellness. Founded in 2018, the company focuses on harnessing the inherent powers of plants to …
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Jun 27, 2024 – Richard Turrin, the best-selling author of Cashless, breaks down the recent move by Saudi Arabia to join the Chinese-led mBridge alternative to SWIFT, and how this will very likely lead to other countries diversifying away...By fswebmaster@financialsense.com (Financial Sense)
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Michael Bullock is a production excavator and dozer operator at a large iron ore mine in Western Australia. Michael and Aaron discuss the intricacies of Australian mining following Aaron's recent trip to the area. To see Michael's photos and videos, you can follow him on Instagram at @the_english_earthmover. Questions or feedback? Email us at dirtt…
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Jun 26, 2024 – A few years back we discussed a report looking at military planning around brain implants and other genetic modifications. Today, we cover a recent report produced by the RAND Corporation which considers six potential scenarios...By fswebmaster@financialsense.com (Financial Sense)
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In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…
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Send us a Text Message. Get ready to unlock the secrets of chemical water treatment and HVAC system maintenance as we take you on an insightful journey with Mike Kollmansberger from the Metro Group. Mike shares how he became an expert in protecting HVAC systems from the corrosive effects of water. Why do HVAC professionals need to understand the di…
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Jun 24, 2024 – We don't often recommend books on taxes, but "The Investment Tax Guide: How to Slash Your Taxes" by Bill Harris, co-founder and former CEO of PayPal, now at Evergreen Money, is a must-read for every investor. Today, we re-air our conversation...By fswebmaster@financialsense.com (Financial Sense)
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Jun 20, 2024 – This year has witnessed an unusually high number of consequential elections across the globe, with more set to take place in the coming months. Today, we will discuss a common thread emerging from many...By fswebmaster@financialsense.com (Financial Sense)
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There are a number of unique legal characteristics to launching and operating a dealership for automobiles or construction, landscaping, and agricultural equipment. Attorney Sarah Reusché recently launched a new Dealership Law practice group at Lavelle Law. She discusses the legal complexities of securing and starting a dealership and takes a look …
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Scott Peper is CEO of Mobilization Funding, which offers contract-based loans to companies like contractors. Understanding the flow of money through construction projects is critical for any successful industry leader, and Scott runs us through all the intricacies and pitfalls. Questions or feedback? Email us at dirttalk@buildwitt.com! Stay Dirty! …
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In this episode of Growth Talks, Michal Sadowski and Mick Griffin delve into the value of attending conferences, especially for startup founders. Broadcasting live from the Carpathian Summit, they discuss critical considerations for startups, including which conferences to attend, budgeting, and the potential benefits of networking. Michal and Mick…
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In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…
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On what's technically an internal BuildWitt podcast, Aaron and Jason discuss the latest business happenings. If you're curious about what BuildWitt's up to, this episode is for you. If you have any questions or feedback, email the Dirt Talk crew at dirttalk@buildwitt.com. Stay Dirty! **UPDATE** Dirt Talk is STOKED to announce Ariat as our first off…
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Jun 14, 2024 – Financial Sense Newshour's Jim Puplava speaks with energy expert Robert Bryce and mining engineer Simon Michaux about the long-term outlook for resources and mining in light of green energy policies and China's 2050 plan...By fswebmaster@financialsense.com (Financial Sense)
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Jun 12, 2024 – Gold sits at the center of a geopolitical conflict waging among economic and monetary networks with the potential to upend or change the fortunes of many, including the average investor. FS Insider speaks with Ronald Stoeferle...By fswebmaster@financialsense.com (Financial Sense)
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In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…
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Guest: Gina Schaefer SUMMARY: For 38 years, the OEOC has gathered hundreds of people from across the employee ownership community at our Annual Conference and every year, we invite a keynote speaker to address those in attendance. This year, we invited Gina Schaefer, the founder, CEO, and selling owner of A Few Cool Hardware Stores, which became 10…
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Send us a Text Message. Ever wondered how to structure your business to protect your personal assets and boost financial health? Join Kelly Patterson and Ryan Hudson on HVAC-ology as they chat with Dan D'Alberto, managing director of Purpose Equity. Dan's unique career path from political science to private equity offers a treasure trove of insight…
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June 11, 2024 –Drones have now become a dominant feature of modern warfare. Since they are smaller, lighter, and often deployed in swarms, traditional methods of defense are much less effective. That's where directed energy weapons now...By fswebmaster@financialsense.com (Financial Sense)
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In this episode, Aaron is back to read two articles from the Associated General Contractors of America (AGC) newsletter. The first article is titled A Construction Market in Transition: The 2024 Hiring and Business Outlook, a survey conducted by AGC. The second is an article titled US Construction Outlook: Torrid or Tepid? written by Ken Simonson, …
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Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Detmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for…
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SUMMARY: When we think about expanding awareness about employee ownership, we often think of the United States and how much more work we have to do. However, the movement to expand the prevalence and awareness of employee ownership goes well beyond US borders. In this episode, we highlight an international example of this effort. We speak with Rodr…
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Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…
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Alex Anhalt is a Corporate Product Specialist at McCoy Construction and Forestry, a major US John Deere dealer. Beginning his career in engineering, he wrote product manuals for John Deere's latest machines and then helped with machine design. Alex now focuses on assisting contractors in getting the most out of their machines and technology. To lea…
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Jun 5, 2024 – The man who correctly predicted a new bull market in precious metals to emerge this decade due to an increase in political, economic, and international conflicts provides an update on his outlook on gold, silver, copper, and...By fswebmaster@financialsense.com (Financial Sense)
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Jeremy Brandt joined me on the show this week to talk about what it was like to create a household name in WeBuyHouses.com. We talked about what led him to flipping houses in the first place, how he realized that scaling it could work on a national scale, and we also dove into the cyclical nature of the industry. Jeremy’s survived multiple housing …
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On this episode, Jason Miller (former National Director of ESOPs for Bank of America) and I explore the “Expanding ESOP Initiative” that was recently aired on 60 Minutes. The focus of this podcast is to provide an update as to what is happening in the National ESOP space and how the ESOP initiative started. The initiative’s work is centered around …
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In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…
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Jun 4, 2024 – Today we're going to discuss the boom-bust cycle in the semiconductor industry, the great outsourcing of white-collar jobs to artificial intelligence via all the data centers going up around the nation, and lastly the potential...By fswebmaster@financialsense.com (Financial Sense)
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Send us a Text Message. Ever wondered if you'd rather speak 10 languages or master 10 different musical instruments? Join us on episode five of the HVACology podcast, where Kelly and Ryan kick things off with this fun hypothetical question that reveals Ryan's travel stories and linguistic aspirations. Our special guest, Jeff Gezzi from GPS Air, sha…
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In this episode, Aaron is back at it again answering your questions. Some of these questions are from people who write and some are from comments on Instagram. Either way, we appreciate the feedback and the questions are as follows How do you rate Australian mining compared to American mining? Where do you see Buildwitt going? What is the best life…
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