Journey to an ESOP & Beyond Podcast Por Phillip Hayes and Jason Miller arte de portada

Journey to an ESOP & Beyond

Journey to an ESOP & Beyond

De: Phillip Hayes and Jason Miller
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ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes and Jason Miller explain the process of the ESOP transaction and address ESOPs from a business owner's perspective. They illuminate the simplicity of ESOPs and debunk common misconceptions that ESOPs are immensely costly and complicated.

© 2025 Journey to an ESOP & Beyond Economía Gestión Gestión y Liderazgo Liderazgo
Episodios
  • EP16 - Kon Tiki - IRS Subsidy for ESOPs

    EP16 - Kon Tiki - IRS Subsidy for ESOPs
    Jul 15 2025

    On this podcast episode we reference the movie Kon Tiki, which documents the journey of a Norwegian scientist on a raft built with natural materials and proves the ancient peoples sailed to the Polynesia islands. The trip took 4300 miles in ocean currents without a motor. The podcast uses the concept of “wind in the sails” to review the tax benefits that ESOP companies experience.

    Specifically, this episode dives into defining an S-Corporation ESOP, which means that either in part or in whole the ESOP-owned company has a permanent tax benefit given the income tax is exempt on both the state and federal level.

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    38 m
  • EP14 - Behind Enemy Lines - Dealing with the Buy-Side on an ESOP Transaction

    EP14 - Behind Enemy Lines - Dealing with the Buy-Side on an ESOP Transaction
    Jun 16 2025

    On this episode, we dig into a better understanding of the buy side team for an ESOP transaction. This would include the Trustee, Evaluation Firm, and their legal counsel. As you invite them into the ESOP deal, they are in a sense the enemy and there are certain aspects of working with them in this process that are important to understand so that you can be better prepared for your transaction and your journey to an ESOP.
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    41 m
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thank you for putting this content out there! we are currently in the process of looking into esops again. been building the base of our team for about 2 years and this is extensive helpful! I hope everyone starts listening to your message

very well put together!

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I liked hearing details of what I’m about to get into, this is a big decision!

Helped me with the information I needed

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