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Matthew Epperson

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Bicycle For The EO MindBicycle For The EO MindHow a $50M Science Ed Company Used a Perpetual Purpose Trust for SuccessionMeet David Vernier, founder of Vernier Science Education, a 43-year-old education technology company serving science teachers that transitioned to a Perpetual Purpose Trust (PPT) in January 2024. With over 100 employees and $50M in annual revenue, Vernier's transition offers valuable insights for business owners considering employee ownership alternatives.Some takeaways:How a CEO's retirement announcement after 30 years with the company became the catalyst for exploring various exit optionsWhy the Perpetual Purpose Trust model appealed to Vernier after considering ESOPs, strategic sales, and other optionsThe creative financing structure: founders donated 50% of their shares while creating seller financing for the...2025-07-3142 minBicycle For The EO MindBicycle For The EO MindA Value Driven Exit: How a Financial Advisory Firm Became a Perpetual Purpose TrustMeet Michael Kramer from Natural Investments, a financial advisory firm specializing in socially responsible investing that transitioned to a Perpetual Purpose Trust (PPT) in 2023. After joining as the firm's third financial advisor in 2000, Michael served as managing partner from 2007 to 2023 before becoming a trust steward and manager during their innovative ownership transition.Some takeaways:How the growing valuation of their successful firm made traditional succession planning impossible, as younger advisors couldn't afford to buy inWhy they rejected lucrative acquisition offers from larger firms to preserve their mission of "using money as a tool for social...2025-07-3054 minBicycle For The EO MindBicycle For The EO MindWhen Buyers Don't Knock: ShopBot's Profitable EOT ExitMeet Ted Hall, founder and board chair of ShopBot Tools, and Anne-Claire Broughton, founder of Broughton Consulting and former executive director of the North Carolina Employee Ownership Center. Founded in 1996 in Durham, North Carolina, ShopBot designs, manufactures, and distributes computer numerically controlled (CNC) routers with about 35 employees.Some takeaways:How being an open-book management company with profit sharing perfectly paved the way for their EOT transition.Ted’s innovative earn-out structure as a 70% shareholder—taking 10% every year for 10 years—aligning his incentives with the company’s ability to operate profitably, reinvest, and continue profit sharing througho...2025-07-3047 minBicycle For The EO MindBicycle For The EO MindNature Has a Seat: Biohabitats' Evolution Into a Purpose TrustIn this episode of Bicycle for the EO Mind, we speak with Keith Bowers, founder of Biohabitats, an ecological restoration firm that transitioned to a Perpetual Purpose Trust in 2023. Founded in 1982, Biohabitats has spent over 40 years restoring the earth and inspiring ecological stewardship. Their unique transition preserves the company's values and mission for generations to come.Key Takeaways:Keith's deep ecology philosophy that "we are the rocks dancing" reflects Biohabitats' understanding that everything in nature is connected and alive.Unlike selling to private equity or competitors, the Perpetual Purpose Trust model allows Biohabitats to practice...2025-07-3059 minSan Jose Hockey Now PodcastSan Jose Hockey Now PodcastFrondell Over Misa? Chris Peters Talks Sharks' 2025 Draft Buzz | E92The San Jose Hockey Now Podcast is sponsored by Bring Hockey Back! Chris Peters shares the latest Draft buzz. Could the San Jose Sharks opt for Anton Frondell over Michael Misa at No. 2? (32:08) But before Chris jumps on, what’s the latest Sharks’ free agency and Draft buzz? A note of remembrance about Chris Collins, the founder and GM of the China Sharks. (2:28) There’s a little Mitch Marner to San Jose smoke? (Sheng still doesn’t think it’s going to happen.) (4:32) When does Mike Grier feel the heat? (8:1...2025-06-221h 08The Push - A Traditional Archery PodcastThe Push - A Traditional Archery PodcastEpisode 336 - Clay EppersonIn this episode we hang with killer Clay Epperson. We discuss his start in archery, hog hunting, whitetail hunting, our affinity for Bob Lee Bows, shooting 300 indoor rounds to make us better hunters and much more. You're gonna love this episode.  Clay Epperson Instagram: https://www.instagram.com/eppersonclay83/ Clay Epperson Youtube: https://www.youtube.com/@eppersonclay83 This Podcast is sponsored by you guys, the listeners! We intentionally do not accept or seek out sponsors for the show so I can use gear from around the industry and provide honest feedback t...2025-05-091h 33Bicycle For The EO MindBicycle For The EO MindACE in the Hole: ACE Hardware’s Gina Schaefer on Becoming an ESOPMeet Gina Schaefer, founder and former CEO of A Few Cool Hardware Stores, and current CEO Craig Smith. Based in the Washington-Baltimore region, they are an ESOP of 13 brick and mortar hardware stores, generating roughly $50M in annual sales, which transitioned in 2021, creating over a hundred employee owners.Some takeaways:How an excited employee owner at New Belgium Brewery, and realizing employees paid $0 to become owners convinced Gina and her CFO husband Marc to choose an ESOP exitThe Hogan leadership assessment helped Gina zero in on change management as a key trait to find in her...2025-03-2742 minThe Cyber Business PodcastThe Cyber Business PodcastThe Role of AI in Cybersecurity: Ethics, Trust, and Transparency with David EppersonIn this episode… David Epperson’s career has been anything but ordinary. After 20 years in the military and another two decades in federal cybersecurity, he transitioned into the private sector, bringing his expertise to H2O.ai, an AI company that emphasizes trust, accuracy, and security. David shares how H2O.ai differs from traditional AI companies by focusing on open-source AI models, hiring the world’s top data scientists, and ensuring AI is explainable, which is a critical factor for government and enterprise adoption. He discusses the challenge of third-party AI validation, where...2025-03-1437 minBicycle For The EO MindBicycle For The EO MindWhy a Bay Area IT Firm Made the Transition From Owner-Operated to Worker-Owned to Secure Its FutureMeet Jerry Skomer, founder of Alternative Technologies, an IT and telecom services company that supports Bay Area nonprofits and progressive businesses. Jerry faced a crucial challenge: how to preserve the company’s values, protect employees’ jobs, and ensure continued community service. His solution? Transforming Alternative Technologies into a worker-owned cooperative. The transition wasn’t easy—COVID-19 included, Jerry financed a third of the sale, structured an earnout over six years, and retained management hiring control for three.In this episode, you’ll hear about:Balancing Agility and Risk AversionTrusting the ProcessThe Role of a Task ForceShari...2025-03-1246 minFormula Indie AmericaFormula Indie AmericaFORMULA INDIE AMERICA 28.2.2025A.D. Kessler – Cobalt Blue Accidental Friend – Empty Love Allegories – Evaporate Andy Townsend – Maybe It's Not That Bad Apollo – LFDY Bob Gemmell – Slowtown Canine Wedding – Just Like Home Chris Vincent – Things Have Changed Cortez Mckinnon – PUDDLE D Maz – Sugar and Bitter D28 Band – Jesus You Are My Way Dominus Dizzy – Big Bidness Feat. Mozzy & Hardy Doowhop Ekelle – Games Ex Monarch – Rotten Fab$ - Role Play Grace McLean – My Lovely Enemy Hibernator – Dog...2025-02-283h 00Bicycle For The EO MindBicycle For The EO MindAustin Consulting Firm becomes a Worker Co-op | How the Business Owner Retired, Got a Fair Valuation & Benefited EmployeesMeet Linda Wurzbach, who recently retired from a successful 12-person education consultancy using an employee ownership model. Resources for Learning’s path to a worker co-op showcases a successful transition and the win-win for Linda and her employees.In this episode you’ll hear about:Using revenue-based financing to make employee ownership work for their professional services businessLanding the exit - getting fair value while preserving her legacy and teamBringing several advisors together who worked together as a transition team The Resources for Learning team bloomed as they embraced democratic co-op culture and decis...2025-02-2749 minBicycle For The EO MindBicycle For The EO MindBuilding Eudaimonia as an ESOP: Employee Owners at JOMA ConstructionJohn Newland from JOMA Construction needed an exit that would prevent culture disruption, offered financing, and guaranteed his team would be taken care of. Plus, they wanted to keep building eudaimonia.In our conversation, John and Mackenzie share:The journey from flipping houses to a 30-owner ESOP success story.Why transparent communication from day one created trust throughout the transitionHow seller financing aligned long-term interests between owner and employees and avoided the “us vs them” mentalityClick here to watch this episode on the Zolidar Youtube Channel. MAILBAG | GET IN TOUC...2025-02-061h 02Bicycle For The EO MindBicycle For The EO MindEmployee Ownership will Eclipse M&A for SMBs | Welcome to Zolidar's PodcastWhy do we believe in EO's growth potential? Facts and Trends - our favorite friends.FACTS3 million retiring small and medium business owners$8 trillion in illiquid wealth at stake.4 out 5 SMBs don't find traditional buyers.TRENDSThe Succession Crisis is here: Millions of small business lack a succession plan and EO is a proven solution.Bipartisan Policy Support is Growing: Federal & state incentives (tax benefits, capital access) are making EO more financially attractive than ever.Technology is the Market Multiplier: Data science & AI are making EO faster, easier and more scalable, removing historical adoption...2025-02-0625 minEverything Co-op with Vernon OakesEverything Co-op with Vernon OakesKevin O'Brien and Matthew Epperson Launch Everything Co-op's 2024 Holiday List PicksDecember 5, 2024 "Everything Co-op" launches showcase of selected picks from its 2024 Holiday list. The premiere episode features an interview with Kevin O'Brien, founder and general manager of Worx Printing, and Matthew Epperson, Employee Ownership domain expert. Vernon and his guests will explore the "There's A Co-Op For That!" mug and delve into the workings of and benefits of the Co-op business Model. Kevin O'Brien is the founder and general manager of the worker-owned union cooperative Worx Printing in Worcester, MA. Worx is a third-generation evolution of the Union Co-Op Model codified in 1worker1vote by the United Steelworkers and the Mondragon...2024-12-2253 minEverything Co-op with Vernon OakesEverything Co-op with Vernon OakesMatthew Epperson discusses Zolidar's App for Business Conversions to Employee OwnershipJune 20, 2024 Vernon Interviews Matthew Epperson, Employee Ownership Domain Expert for Zolidar. Zolidar is a startup app company that is building the “easy button” for small to medium enterprises to convert their business to employee-owned enterprises. In 2017 Matthew founded the Georgia Co-op Development Center, the only statewide technical assistance provider in Georgia to provide support for startup and conversion co-op projects. He loves biking, hiking, zazen meditation, discussing books and movies, and his fiancée, Julia. He is the 2012 Keep Athens Clarke County Beautiful Citizen of the Year, a black belt in a Japanese-Korean family of martial arts, a regular performer with...2024-07-0654 minCities@Tufts LecturesCities@Tufts LecturesSocial Cooperative Academy: Why social coops offer potential transformation of care and moreCities@Tufts is still on our summer break, but we have a special offering for you this month. For the past eight weeks, Shareable has co-hosted the Social Cooperative Academy with the Rocky Mountain Employee Ownership Center and several other partners. Social cooperatives remain relatively obscure in the United States, despite thriving in various countries for over 30 years. Social coops blending the principles of cooperatives with a dedicated social purpose.  Today, we're sharing a recording from the first session of the academy, "Why social coops offer potential transformation of care and more." This conversation features Doug O'Brien f...2024-06-2558 minChoir Fam PodcastChoir Fam PodcastEp. 84 - Building Choral Skills from the Adjudication Table - Brett Epperson“I’ve really enjoyed getting into classrooms to affirm my colleagues. I seek whenever I do a visit to say something that is both positive and true. I could just be positive, but if it’s not truthful, students can sense that. I’ve really enjoyed getting to bop in, see great teaching in action, and affirm my colleagues in front of their students.”Dr. Brett D. Epperson is Director of Choral Activities and Assistant Professor of Music at Hastings College. He directs the Hastings College Choir and teaches courses in conducting, vocal pedagogy, diction and studio voice. Bre...2024-05-1145 minSt. Peter\'s ChelseaSt. Peter's ChelseaStay Ready | Rev Lisha EppersonToday's scriptures: Joshua 24: 1–3a, 14–25 Psalm 78: 1–7 Matthew 25: 1–13 Cover art is The Ten Young Women Vie de Jesus Mafa JESUS MAFA is a response to the New Testament readings from the Lectionary by a Christian community in Cameroon, Africa. Each of the readings was selected and adapted to dramatic interpretation by the community members. Photographs of their interpretations were made, and these were then transcribed to paintings. JESUS MAFA. The Ten Young Women, from Art in the Christian Tradition, a project of the Vanderbilt Divinity Library, Nashville, TN. https://diglib.library.vanderbilt.edu/act-imagelink.pl?RC=483942023-11-1314 minSt. Peter\'s ChelseaSt. Peter's ChelseaRemembering the Story: The Empowering God | Rev. Lisha Epperson Welcome everyone! Feel free to say hi in the live chat to let us know you’re here! If you're new, you can go to www.stpeterschelsea.org and sign up for our weekly email updates or fill out a contact form to find out more information about how to get connected. You can find the bulletin here: https://www.stpeterschelsea.org/uploads/5/6/8/7/56870049/bulletin_10.15.2023.pdf Today's scriptures: Exodus 32: 1–14 Psalm 106: 1–6, 19–23 Matthew 22: 1–14 Cover Art is "Come to the Table" by Pablo Sanaguano 2023-10-1517 minSt. Peter\'s ChelseaSt. Peter's ChelseaRemembering the Story: The Holy God | Rev. Lisha EppersonToday's scriptures: Exodus 16: 2–15 Psalm 105: 1–6, 37–45 Matthew 20: 1–16 Cover art is from "Crouching Tiger, Hidden Dragon"2023-09-2414 minSmall BeansSmall Beans627. Directorpiece Theatre: How Matthew Vaughn Creates Momentum (Kingsman)Adam and Abe talk about how the fight scenes in Kingsman: The Secret Service serve as a kind of state of the union of action films, combining multiple genres. They also look at how director Matthew Vaughn puts his unique spin on the action sequence. Just like the movie, it ends in anal. Features: Abe Epperson: https://twitter.com/AbeTheMighty Adam Ganser: https://twitter.com/therealganz Support Small Beans and access Additional Content: https://www.patreon.com/SmallBeans Check our store to buy Small Beans merch! https://www.teepublic.com/stores/the-small-beans-store?ref_id=226912023-09-231h 14St. Peter\'s ChelseaSt. Peter's ChelseaTransfiguration Sunday | Lisha EppersonWelcome everyone! Feel free to say hi in the live chat to let us know you’re here! If you're new, you can go to www.stpeterschelsea.org and sign up for our weekly email updates or fill out a contact form to find out more information about how to get connected.  Service Bulletin: https://www.stpeterschelsea.org/uploads/5/6/8/7/56870049/bulletin_02.19.2023.pdf Lectionary Readings:   Deuteronomy 30: 15-20 Psalm 119: 1-8 1 Corinthians 3: 1-9 Matthew 5: 21-37 Co...2023-02-1917 minSt. Peter\'s ChelseaSt. Peter's ChelseaLisha Epperson | Third Sunday after the EpiphanyLectionary Readings:   Isaiah 9: 1-4 Psalm 27: 1, 5-13 1 Corinthians 1: 10-18 Matthew 4: 12-23 Cover art is "Jesus Calling the Disciples" by Connie Wendleton2023-01-2216 minEdict Zero - FISEdict Zero - FISEdict Zero – FIS – EP604 – “Zugzwang”EDICT ZERO – FIS – Season 6 Episode 4 – “Zugzwang” #CREDITS# VOICES: James Keller, Julie Hoverson, Phil Rossi, Russell Gold, Tanja Milojevic, Fiona Thraille, Robert Cudmore, Chris Barnes, David Collins-Rivera, Michael Hudson, Pandora Kew, Jennifer Dixon, Owen McCuen, and Jack Kincaid. EXPANDED VOICE CREDITS “The Captain”________________________ Jack Kincaid Drusilla, The Bishop ________________ Jennifer Dixon Special Agent Nick Garrett __________ James Keller Ambassadors _________________________ Jack Kincaid Oneida Epperson _____________________ Pandora Kew Gemini “Cryptopunk” McCade __________ Tanja Milojevic Gage “Troglobyte” Klemens ___________ David Collins-Rivera Jimmy “Doommaker” Prime _____________ Chris Barnes Spoon _______________________________ Robert Cudmore Unit Chief Kora Rezn...2022-08-2700 minSt. Peter\'s ChelseaSt. Peter's ChelseaEncountering Jesus l Rodney EppersonReadings: Colossians 3:1-11 Psalm 49:1-11 Matthew 18: 12-142022-07-3112 minCooperatives, COVID & Climate ChangeAs we continue to deal with the COVID-19 pandemic combined with the encroaching effects of climate change, people are waking to the realization that our greatest strength in times of trouble is to work together in a cooperative manner. Governments, even well meaning ones, cannot be depended on to support communities in times of need or to uplift and support communities to help them grow and prosper. With the renewed interest in local foods and in building stronger local economies, cooperatives have regained some traction as viable, socially just methods of conducting business. Many people know about...2022-07-2200 minBlueScorpionRM: The PodcastBlueScorpionRM: The PodcastCo-Ownership: The Importance of Co-ops in CommunitiesLearn how cooperatives support the community’s self-sufficiency. Learn about how cooperatives serve as a social movement and a business. Matthew Epperson, a certified cooperative developer, is our guest speaker. Our value-added discussion is "Co-Ownership: The importance of co-ops in communities." Watch the session at facebook.com/bluescorpionrm. To learn about BlueScorpionRM, visit us online at bluereputation.today and shop our digital store at https://bit.ly/BlueScorpionRMStore Opt-In to receive our weekly digital marketing tips. Text "BLUETIPS" to 63975 to subscribe. #communityowned #cooperative #farms #economy #bluescorpionrm --- Support this podcast: ht...2021-03-2350 minLakewoodgraceLakewoodgraceDecember 27, 2020 | The Story of the MagiPastor Brad Epperson leads us as he preaches from Matthew 2: 1-2. 2020-12-2820 minSt. Peter\'s ChelseaSt. Peter's ChelseaParable of the TalentsMessage by Lisha Epperson Lectionary Readings: Judges 4: 1-7 1 Thessalonians 5: 1-11 Matthew 25: 14-302020-11-1700 minSt. Peter\'s ChelseaSt. Peter's ChelseaThe Idol of Busyness: On Fear and ForgettingMessage by Lisha Epperson Lectionary Readings: Exodus 32:1-14 Philippians 4:1-9 Matthew 22:1-142020-10-1317 minRuby RoguesRuby RoguesRR 474: React on Rails V12 - Don't Shave That Yak! with Justin GordonReact on Rails version 12 brings major improvements for hot reloading and bundle splitting. Justin Gordon talks about creating a great developer experience with React and Rails, the best way to manage your webpack configuration, simplify server and client-side rendering and avoid shaving those yaks!SponsorsAudible.comRaygun | Click here to get started on your free 14-day trialCacheFlyPanelJohn EppersonLuke StuttersCharles Max WoodGuestJustin GordonLinkshttps://www.shakacode.com/react-on-rails-pro/RailsConf 2020 CE – Webpacker, It-Just-Works, But How? by Justin Gordonhttps://github.com/shakacode/react_on_railshttps://github.com/reactjs/react-railsPicksLuke Stutters:https://www.bbc.co.uk/news/technology-53835079https://www.linux.com/training-tutorials/improving-putty-settings-windows/John Epperson:St...2020-10-1315 minSt. Peter\'s ChelseaSt. Peter's ChelseaIn Defense: God the Deliverer/God the DestroyerMessage by Lisha Epperson Lectionary Readings: Exodus 12:1-14 Romans 13:8-14 Matthew 18:15-202020-09-0613 minSt. Peter\'s ChelseaSt. Peter's ChelseaThe Work of Love: Leaning into Enough as the New AbundanceMessage by Lisha Epperson Lectionary readings: Isaiah 55:1-5 Psalm 145:8-9, 15-22 Romans 9:1-5 Matthew 14:13-212020-08-0212 minSt. Peter\'s ChelseaSt. Peter's ChelseaSurrendered to Wisdom: Learning Together in LoveMessage by Lisha Epperson Lectionary Readings: Zechariah 9:9-12 Romans 7:15-25a Matthew 11:16-302020-07-0515 minSt. Peter\'s ChelseaSt. Peter's ChelseaThe Great Commission: Will You Go?Message by Lisha Epperson Lectionary readings: Genesis 1:1 – 2:4a Psalm 95:1-7 2 Corinthians 13:11-13 Matthew 28:16-202020-06-0715 minEverybody\'s National ParksEverybody's National ParksNational Park Week Throwback Thursday: Other Great National Park… (Bonus Episode)This week, we’re doing something a little different. It’s National Park Week, and we’re teaming up with other National Park podcasters, authors, bloggers, and other content creators to celebrate. The theme for Today, Thursday, April 23rd is “Throwback Thursday,” so a few of us podcasts decided to band together for a “best-of” sort of episode. We’re going to play you a clip each from, Gaze at the National Parks, Everybody’s National Parks, Parklandia, and America’s National Parks. These throwback episodes are some of our favorites. We hope you enjoy. Thank you to America's Nationa...2020-04-2300 minThe Intercept BriefingThe Intercept BriefingEvening at the Talk House (Part 3)Intercepted presents "Evening at the Talk House", an original play by Wallace Shawn.  Part 3 of 3.  All it takes is complacency to enable the dirty work of an authoritarian regime.Cast: JANE - Annapurna Sriram; DICK - Wallace Shawn; ROBERT - Matthew Broderick; TED - John Epperson; NELLIE - Jill Eikenberry; TOM - Larry Pine; ANNETTE - Claudia Shear; BILL - Michael TuckerBased on the original U.S. theatrical production directed by Scott Elliott for the New Group in New York. Written by Wallace Shawn. Directed and produced by Pejk Malinovski. Assistant Director Marie Masters. Or...2018-04-1834 minThe Intercept BriefingThe Intercept BriefingEvening at the Talk House (Part 2)Intercepted presents "Evening at the Talk House", an original play by Wallace Shawn.  Part 2 of 3.  As drinks and hors d’oeuvres are consumed, small talk evolves into more sinister topics.Cast: JANE - Annapurna Sriram; DICK - Wallace Shawn; ROBERT - Matthew Broderick; TED - John Epperson; NELLIE - Jill Eikenberry; TOM - Larry Pine; ANNETTE - Claudia Shear; BILL - Michael TuckerBased on the original U.S. theatrical production directed by Scott Elliott for the New Group in New York. Written by Wallace Shawn. Directed and produced by Pejk Malinovski. Assistant Director Marie Mast...2018-04-1830 minThe Intercept BriefingThe Intercept BriefingEvening at the Talk House (Part 1)Intercepted presents "Evening at the Talk House", an original play by Wallace Shawn.  Part 1 of 3.  A group of writers and actors reunite to celebrate a collaboration from their past. But the world is now very different. And so are theyCast: JANE - Annapurna Sriram; DICK - Wallace Shawn; ROBERT - Matthew Broderick; TED - John Epperson; NELLIE - Jill Eikenberry; TOM - Larry Pine; ANNETTE - Claudia Shear; BILL - Michael TuckerBased on the original U.S. theatrical production directed by Scott Elliott for the New Group in New York. Written by Wallace Sh...2018-04-1838 minBeyond The BadgeBeyond The BadgeBeyond The Badge: George ZimmermanThis week, Matthew Epperson of Lake Mary, FL was sentenced to 20 years in prison for shooting George Zimmerman, the gunman found not guilty of shooting Trayvon Martin in 2012. Vincent Hill revisits the Trayvon Martin situation and discusses George Zimmerman, why this case is such a black mark on the policing community, and just […] The post Beyond The Badge: George Zimmerman appeared first on Radio Influence.2016-10-1900 minWhat Women WantWhat Women Want"Glam Brands Started Young""Glam Brands Started Young"Media personality Alexa Curtis, the world-reknowned fashion blogger of "ALifeintheFashionLane.com" who started blogging at the age of 12 and Matthew Aversa, founder of Twenty One PR, a high-profile PR agency in NYC that he started at the age of 17, reveal how it is behind the scenes in their very visible and glamorous careers. Alexa and Matt also talk about how they started their companies as teenagers and the advantages and pitfalls of being "on" 24/7.Show sponsored by: Birth That Book, Kelly EppersonWhat Women Want encourages women OF ALL AGES to...2016-04-2149 min