In this episode of the Foundations of Transition series, Jason Miller and Makenzie Wirth focus on strategic direction, asking the critical question: What direction are we moving in, and how are we getting there? Each workshop-style conversation is designed to help business owners think more intentionally about the future of their company, the role they play in shaping it, and how strategic clarity supports an Employee Stock Ownership Plan (ESOP) transition.
This episode encourages owners to step back from the day-to-day demands of running a business and look ahead. Jason and Makenzie discuss why better questions lead to better strategy and how clearly defining your goals for the company’s future can result in a realistic, effective plan. For business owners considering an ESOP, thoughtful strategic direction can create clarity, momentum and a stronger path forward.
View Doeren Mayhew's ESOP advisory services: https://www.doeren.com/services/advisory/esop-advisory
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