In this episode, Jason Miller and Makenzie Wirth walk listeners through the step-by-step process of an Employee Stock Ownership Plan (ESOP) transaction, turning what can seem like a complex and overwhelming journey into a clear, approachable roadmap. They address common questions business owners ask at the outset, such as how to determine whether a company is a good fit for an ESOP and who should be involved. From evaluating readiness to understanding the key players, Jason and Makenzie share practical insights on ESOP planning, who to engage first, what steps to expect and how to explore employee ownership with confidence. The episode also explores the advantages of ESOPs for owners and employees and explains how ESOP advisory can help guide companies through the early stages of evaluation.
View Doeren Mayhew's ESOP advisory services: https://www.doeren.com/services/advisory/esop-advisory
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