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May 2026

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Discover Experts and Support for Your Business Transition

Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

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EP37 - The Decision to become an ESOP company - a discussion with Todd Knowlton - CEO of Smooth Fusion from Lubbock, Texas.

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EP28 - Breakfast Club - The Importance of Culture for an ESOP

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18 Acquisitions in 15 Years E: 14 Top M&A Entrepreneurs Jeff Charlton

18 Acquisitions in 15 Years E: 14 Top M&A Entrepreneurs Jeff Charlton

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E: #17 Top M&A Entrepreneurs - Vinnie Fisher, Author and Chairman of $45M company

E: #17 Top M&A Entrepreneurs - Vinnie Fisher, Author and Chairman of $45M company

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EP26 - A few good men/women - interviewing an ESOP Trustee

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Worked on 117 Acquisitions over career $5 Billion value , Nick Bradley E:44 Top M&A Entrepreneurs

Worked on 117 Acquisitions over career $5 Billion value , Nick Bradley E:44 Top M&A Entrepreneurs

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E:29 Adam Coffey CoolSys CEO - bought & sold 100 companies in 20 years - aggregate value $5 Billion

E:29 Adam Coffey CoolSys CEO - bought & sold 100 companies in 20 years - aggregate value $5 Billion

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E8: Top M&A Entrepreneurs - Terry Williamson Proximity to Power

E8: Top M&A Entrepreneurs - Terry Williamson Proximity to Power

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EP33 - Interview with Greg Daugherty ESOP attorney with Porter Wright from Columbus, OH to discuss the ESOP pre-funded strategy.

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27 + Acquisitions, 82 Years Old and Still Going, James P. Shanahan GP at JPS Management

27 + Acquisitions, 82 Years Old and Still Going, James P. Shanahan GP at JPS Management

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EP39 - 1042 - set hike - tax play for an ESOP

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Steve Klein - Sell When You See the Whites of Their Eyes

Steve Klein - Sell When You See the Whites of Their Eyes

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EP 41 - What is one thing you would do as President? Strategic Planning for companies going ESOP

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EP50 - Fast Car - Emotional Issues Related To Selling Your Business To An ESOP.

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Andrew Gazdecki - Buying & Selling $500 Million in Micro Technology Startups

Andrew Gazdecki - Buying & Selling $500 Million in Micro Technology Startups

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Ep9 - Interview with an Orlando ESOP Attorney - Jay Van Heyde

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Over 75 Acquisitions Gary Pudles CEO of AnswerNet.com 674 employees $100M to $500M in Revenue

Over 75 Acquisitions Gary Pudles CEO of AnswerNet.com 674 employees $100M to $500M in Revenue

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EP52 - Inception Deception - Evaluating your business valuation

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E: 15 Top M&A Entrepreneurs Joe Valley Co-Owner Quiet Light Brokerage - Author: The EXITpreneur's Playbook

E: 15 Top M&A Entrepreneurs Joe Valley Co-Owner Quiet Light Brokerage - Author: The EXITpreneur's Playbook

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EP36 - Interview with Andy Daly and Stephen Eide - ESOP attorneys from Minneapolis, MN

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E:22 Top M&A Entrepreneurs - Joel Ankney Attorney to over SMB 100 Deals

E:22 Top M&A Entrepreneurs - Joel Ankney Attorney to over SMB 100 Deals

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EP17 - Risky Business - Focus on risk related to Access to Capital.

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Acquired 29 Businesses in 1990s E: 21 Ted J. Leverette - Top M&A Entrepreneurs

Acquired 29 Businesses in 1990s E: 21 Ted J. Leverette - Top M&A Entrepreneurs

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Searcher to CEO and Exit to Search Fund Investor, Steve Divitkos Top M&A Entrepreneurs

Searcher to CEO and Exit to Search Fund Investor, Steve Divitkos Top M&A Entrepreneurs

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EP5 - Titanic vs. The Love Boat - ESOPs for contractors

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EP36 - The Lost Boys - The "Cost" of an ESOP transaction

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EP28 - Godfather - ESOP plan design - planning for the deal you cannot refuse...

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EP14 - Why ESOP culture makes a difference! Discussion with Daniel Goldstein from Folience - a portfolio of ESOP companies.

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9 Acquisitions, $0 to $25 Million in One year - headed to Inc. 5000 E:48 Scott Shannon Top M&A Entrepreneur

9 Acquisitions, $0 to $25 Million in One year - headed to Inc. 5000 E:48 Scott Shannon Top M&A Entrepreneur

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E:37 Top M&A Entrepreneurs Podcast - Daniel Sweet, Sweetwater Partners - 3 Acquisitions

E:37 Top M&A Entrepreneurs Podcast - Daniel Sweet, Sweetwater Partners - 3 Acquisitions

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