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EP31 - Assurance in Action: What It Means for Your ESOP Journey

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Manage episode 518069476 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it be in the form of a financial statement audit, surety bond, fairness opinion, or simply advice from your providers.

  continue reading

233 episodes

Artwork
iconShare
 
Manage episode 518069476 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it be in the form of a financial statement audit, surety bond, fairness opinion, or simply advice from your providers.

  continue reading

233 episodes

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