EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank

This episode features experienced ESOP lender Douglas Dell with KeyBank out of Colorado. Doug offers insight into this extremely important step in the ESOP process to help answer the question: "How am I going to get my money out of this ESOP deal?"

EP 14 ESOPs as Solutions for Government Contractors with expert Hobie Frady
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EP 14 ESOPs as Solutions for Government Contractors with expert Hobie Frady

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

Turing Award Winner: Disagreeing with Google, Postgres, Future Problems | Mike Stonebraker
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Turing Award Winner: Disagreeing with Google, Postgres, Future Problems | Mike Stonebraker

EP1 - Warrants on an ESOP Transaction with Will Rodriguez at Vision Point Capital
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EP1 - Warrants on an ESOP Transaction with Will Rodriguez at Vision Point Capital

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

If You're Over 70: Warren Buffett's Final Portfolio Strategy Revealed
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If You're Over 70: Warren Buffett's Final Portfolio Strategy Revealed

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

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

Rory Sutherland: Why Cost Reduction Isn't A Strategy
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Rory Sutherland: Why Cost Reduction Isn't A Strategy

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

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

Discussion with Darren Gleeman MBO Ventures from New York - "ESOPs and capitalism"
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Discussion with Darren Gleeman MBO Ventures from New York - "ESOPs and capitalism"

Brand Activism Isn’t a Campaign. It’s a Company Decision with Philip Kotler
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Brand Activism Isn’t a Campaign. It’s a Company Decision with Philip Kotler

EP8 Jim Bado Workplace Development Creating Ownership Thinking in Your ESOP
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EP8 Jim Bado Workplace Development Creating Ownership Thinking in Your ESOP

EP30 - Dancing with the DOL Interview with Wayne Isaacks
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EP30 - Dancing with the DOL Interview with Wayne Isaacks

Most Leaders Don't Even Know the Game They're In | Simon Sinek
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Most Leaders Don't Even Know the Game They're In | Simon Sinek

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

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

EP22 How Does a Joint Venture Affect 409p with Cass Hollis
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EP22 How Does a Joint Venture Affect 409p with Cass Hollis