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Unlocking ESOP Success: Employee Ownership, Business Growth & Legacy Planning

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Manage episode 504071833 series 3568015
Content provided by Blaine Bertsch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blaine Bertsch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of FinFactor, Blaine Bertsch sits down with Matt Middendorp to break down the world of Employee Stock Ownership Plans (ESOPs). They explore how ESOPs impact company valuation, employee engagement, and long-term business legacy, while highlighting both the benefits and challenges of implementation.

From feasibility studies and valuation modeling to avoiding common pitfalls, this conversation uncovers the key factors that make ESOPs successful. Real-life success stories illustrate how ESOPs drive financial growth, improve company culture, and align the goals of owners, employees, and the business itself. Whether you’re a business owner exploring succession planning or a leader interested in boosting engagement and retention, this episode offers the insights you need to understand the ESOP process.

#ESOP #EmployeeOwnership #BusinessGrowth #CompanyValuation #EmployeeEngagement

Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business.

Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com.

Watch on YouTube: https://youtu.be/z8n2UNMhQwo

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Matt Middendorp and see if you’re ESOP-ready at esopready.com

Phone Matt: 715-897-0879

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 504071833 series 3568015
Content provided by Blaine Bertsch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blaine Bertsch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of FinFactor, Blaine Bertsch sits down with Matt Middendorp to break down the world of Employee Stock Ownership Plans (ESOPs). They explore how ESOPs impact company valuation, employee engagement, and long-term business legacy, while highlighting both the benefits and challenges of implementation.

From feasibility studies and valuation modeling to avoiding common pitfalls, this conversation uncovers the key factors that make ESOPs successful. Real-life success stories illustrate how ESOPs drive financial growth, improve company culture, and align the goals of owners, employees, and the business itself. Whether you’re a business owner exploring succession planning or a leader interested in boosting engagement and retention, this episode offers the insights you need to understand the ESOP process.

#ESOP #EmployeeOwnership #BusinessGrowth #CompanyValuation #EmployeeEngagement

Don’t miss future episodes of FinFactor—subscribe, like, and share to stay connected with the latest insights from top CFOs, AI innovators, and finance experts shaping the future of business.

Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com.

Watch on YouTube: https://youtu.be/z8n2UNMhQwo

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Matt Middendorp and see if you’re ESOP-ready at esopready.com

Phone Matt: 715-897-0879

  continue reading

26 episodes

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