Journey to an ESOP & Beyond
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EP20 - Where Do I Begin?
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| August 22, 2025Grid Insight
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In this podcast episode, Jason Miller discusses the best ways to approach succession planning with intention. He explores common obstacles that can prevent owners from achieving their vision for a successful ownership transition, including the importance of early ESOP Planning when considering an Employee Stock Ownership Plan (ESOP).
The episode also highlights the Benefits of an ESOP and the Advantages of an ESOP as potential components of a thoughtful succession strategy. For owners evaluating their options, ESOP Advisory and professional ESOP Advisory Services can provide valuable guidance in developing a clear, practical transition plan.
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Join the GridAbout Journey to an ESOP & Beyond
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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Oct 2026
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