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Description

In this episode, Jason Miller and Makenzie Wirth let three “ESOP ghosts” guide listeners through the employee-ownership journey. They revisit the origins of an Employee Stock Ownership Plan (ESOP), take a candid look at how the company stands today, and discuss how leaders can intentionally shape its future. Along the way, they highlight how decisions, habits, leadership, and culture influence long-term ESOP success and the Benefits of an ESOP.

The conversation also explores the Advantages of an ESOP and the importance of ongoing ESOP Planning after a transaction is complete. For companies looking to strengthen their ownership culture and prepare for what comes next, ESOP Advisory and professional ESOP Advisory Services can help support long-term planning and employee-ownership success.