EP4 Seller Fiduciary Risk for ESOPs - Discussion with Greg Daugherty

This episode opens up a topic that I think is easily confused - just what does the seller take on in Fiduciary risk in doing an ESOP transaction. Greg always does a great job - this is his third time on the podcast and provides a wealth of knowledge as a resource to our listeners. He leverages information from the Vinosky esop case which provides a good reference in better understanding selling shareholders fiduciary risk and reliance upon ESOP professionals.

EP6 ESOPs from Down Under Interview with Succession Advisor Craig West
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EP6 ESOPs from Down Under Interview with Succession Advisor Craig West

EP3 - Buy-Side Valuation on ESOP Transaction with Adrian Loud from Censeo
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EP3 - Buy-Side Valuation on ESOP Transaction with Adrian Loud from Censeo

EP10 - Fiduciary Insurance for ESOPs Discussion with Jeff Gelburd with Murray Insurance
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EP10 - Fiduciary Insurance for ESOPs Discussion with Jeff Gelburd with Murray Insurance

LIVE: Reinvest in Canada - pay NO capital gains tax!
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LIVE: Reinvest in Canada - pay NO capital gains tax!

EP7 - Story of a New ESOP - Total Solutions Group
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EP7 - Story of a New ESOP - Total Solutions Group

The Complex Universe, with Sean Carroll
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The Complex Universe, with Sean Carroll

Market Call: Mike Vinokur's outlook on North American Large Caps (June 8, 2026)
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Market Call: Mike Vinokur's outlook on North American Large Caps (June 8, 2026)

What does the Bank of England actually do? | Mark Carney
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What does the Bank of England actually do? | Mark Carney

Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve | Hoover Institution
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Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve | Hoover Institution

EP44 The Challenges of ESOP Financing with Jamie Walrack from First American Bank from Chicago, IL
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EP44 The Challenges of ESOP Financing with Jamie Walrack from First American Bank from Chicago, IL

EP 39 ESOP Board of Directors
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EP 39 ESOP Board of Directors

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service
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What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service

EP26 ESOPs and Real Estate Interview with Jim LaHam and Justin Knox Tax Partners with Berman Hopkins
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EP26 ESOPs and Real Estate Interview with Jim LaHam and Justin Knox Tax Partners with Berman Hopkins

Ep. 19: What to do when you're in debt
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Ep. 19: What to do when you're in debt

Andrew Ross Sorkin on What 1929 Teaches Us About 2025 | The New Yorker Radio Hour
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Andrew Ross Sorkin on What 1929 Teaches Us About 2025 | The New Yorker Radio Hour

EP20 Considerations for Post ESOP Discussion with Katie Hardin ESOP Accounting Benefits Expert
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EP20 Considerations for Post ESOP Discussion with Katie Hardin ESOP Accounting Benefits Expert

What are some of the key issues facing Australia? - World Questions podcast, BBC World Service
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What are some of the key issues facing Australia? - World Questions podcast, BBC World Service

Bonus: Why the 60/40 Portfolio No Longer Works
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Bonus: Why the 60/40 Portfolio No Longer Works

Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang | Global Conference 2026
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Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang | Global Conference 2026

Retired Amazon VP: How Corporate Politics Work And How To Win | Ethan Evans
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Retired Amazon VP: How Corporate Politics Work And How To Win | Ethan Evans