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Journey to an ESOP & Beyond

Journey to an ESOP & Beyond

By: Phillip Hayes and Jason Miller
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About this listen

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 Economics Leadership Management Management & Leadership
Episodes
  • EP25 - The Language of ESOPs

    EP25 - The Language of ESOPs
    Sep 26 2025

    In this episode, Jason tells a campfire story to illustrate the learning process of the ‘ESOP language’ and its importance on your Journey to an ESOP and Beyond. He discusses the importance of language in communication, highlighting its role in conveying ideas and facilitating collaboration.
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    29 mins
  • EP24 - Accounting for Leveraged ESOP Transactions

    EP24 - Accounting for Leveraged ESOP Transactions
    Sep 19 2025

    In this episode, Makenzie breaks down a leveraged ESOP transaction and the resulting impacts to a company's financial statements. This episode highlights the journal entries required for a simplified, leveraged ESOP transaction in accordance with generally accepted accounting principles including common mistakes to avoid.

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    19 mins
  • EP23 - Makenzie Wirth Interview-Journey to an ESOP Newest Team Member!

    EP23 - Makenzie Wirth Interview-Journey to an ESOP Newest Team Member!
    Sep 12 2025

    On this episode, Jason Miller interviews Makenzie Wirth, the newest member of our Journey to an ESOP team. From a career in public accounting to her current role in ESOP advisory, Makenzie discusses her journey in learning about employee ownership over the last several months. The podcast highlights her fresh perspective on ESOPs and employee ownership and includes a sneak peak of what she will bring to the podcast in future episodes.

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    30 mins
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