Hosted by Jason Miller & Makenzie Wirth · 🇺🇸 US · EN-US · 258 episodes
Established thought leaders with verified media credentials.
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Doeren Mayhew's Jason Miller and Makenzie Wirth 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. -- “Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to thei
Jason Miller & Makenzie Wirth hosts Journey to an ESOP & Beyond, a business show with 258 episodes published.
In this episode, Jason Miller explores how advisors can recognize when an Employee Stock Ownership Plan (ESOP) deserves a place in a client’s transition planning conversation. Rather than positioning ESOPs as a one-size-
In this episode, Makenzie Wirth sits down with David Thrush, Principal in Doeren Mayhew’s Audit Department and National ESOP Practice Leader, to break down why employee benefit plan (EBP) audits are essential for ESOP co
Most business owners can name the exit they think they want, but far fewer can clearly explain the problem they are trying to solve. Jason Miller and Makenzie Wirth dig into the 10 powerful questions every owner should a
In this Journey to an ESOP and Beyond podcast episode, Jason and Makenzie continue the Foundations of Transition series by exploring the sixth foundation: capacity building. Framed through the lens of leadership transfer
In this podcast episode, Jason and Makenzie interview Art Smith, President of DB Engineering, about the company’s transition to 100% employee ownership. The conversation explores the decision-making process between a str
In this episode of Journey to an ESOP and Beyond podcast, Jason and Mackenzie discuss the full lifecycle of an ESOP company. The conversation covers what changes in the first 90 days after an ESOP transaction, including
In this episode of Journey to an ESOP and Beyond, Makenzie breaks down the negotiation process behind an ESOP transaction. From purchase price and seller note terms to governance, SARs, board composition, and fiduciary r
In this episode of the Journey to an ESOP podcast, Jason and Makenzie interview brothers Marc and John Farrell of to discuss their company’s transition to employee ownership and the multi-generational legacy behind it. T
In this Journey to an ESOP podcast episode, Jason and Makenzie continue the Foundations of Transition series, focusing on the theme of turning strategy into execution, exploring how these elements play a critical role in
In this episode, Jason Miller speaks with Steve Baker of The Great Game of Business about the critical role of financial literacy in building successful employee ownership and ESOP cultures. They explore why ownership al
In recognition of April as Financial Literacy Month, this episode explores a critical question in employee ownership—why financial literacy matters when employees are given ownership but do not fully understand its value
What’s the right first question when an owner starts exploring an ESOP? It may not be “Can my company do one?” In this episode, we unpack why technical possibility and strategic fit are not the same thing. Using the meta
In this episode of the Foundations of Transition series, Jason and Makenzie focus on the theme of Communication, Culture & Trust, exploring how these elements shape the success of an ESOP transaction. Each workshop-style
This week, Jason and Makenzie cover what could go wrong in an ESOP transaction. From concerns about overpaying for shares to the burden of debt service, unrealistic projections, and the momentum that can build during neg
In this episode, Jason and Makenzie walk listeners through the step-by-step process of an ESOP transaction, breaking down what can often feel like a complex and overwhelming journey into a clear, approachable roadmap. Th
In this episode, Jason and Makenzie explore what is often one of the most challenging roles in an ESOP transition: frontline management. Immediately after a transition to employee ownership, frontline managers often take
In this episode of the Foundations of Transition Series, Jason and Makenzie focus on the theme of Strategic Direction, asking the critical question: What direction are we moving in, and how are we getting there? Each wor
In this episode, Jason and Makenzie sit down with Steve Thornton and Eric Harris of Monte Sano Research Corporation (MSRC) to discuss the company’s evolution to employee ownership. They reflect on their company’s journey
In this episode, Makenzie Wirth and Jason Miller explore how any employee, regardless of title or department, can help create enterprise value in an employee-owned company. They break down practical strategies to drive g
In this episode, Jason and Makenzie discuss the true meaning of equity, beyond financial payouts. They break down equity in terms of fairness, company ownership, home equity, and long-term value, and explain the responsi
Art Smith
President · DB Engineering
1 appearance on this show
John Farrell
Associate Laboratory Director for the National Laboratory of the Rockies Mechanical and Thermal Engineering Sciences Directorate · Claremont McKenna College
1 appearance on this show
Steve Baker
former Conservative MP · The Great Game of Business
1 appearance on this show
Jason Miller
Interim Chairperson, Department of Supply Chain Management · Michigan State University, Eli Broad College of Business
2 appearances on this show
Eric Harris
founder · Monte Sano Research Corporation
1 appearance on this show
Joe Jones
retired megachurch pastor / house church leader / missionary / storyteller · Missouri Coalition for Roadway Safety
1 appearance on this show
Jason
Pastor · Exciting and New Podcast
1 appearance on this show
Makenzie
student · Minnesota 4-H Agriculture
1 appearance on this show
Corey Rosen
Your Story, Well Told: Creative Strategies to Develop and Perform Stories that Wow an Audience · National Center for Employee Ownership
1 appearance on this show
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Journey to an ESOP & Beyond is hosted by Jason Miller & Makenzie Wirth. The show is categorised under business (entrepreneurship) and has published 258 episodes.
Journey to an ESOP & Beyond has published 258 episodes.
Journey to an ESOP & Beyond regularly covers business, entrepreneurship, management. It sits in the business category, with a entrepreneurship focus.
Journey to an ESOP & Beyond is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Journey to an ESOP & Beyond hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Journey to an ESOP & Beyond average 38 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Journey to an ESOP & Beyond's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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