In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.
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In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.
EP15 - Hines Pool & Spa - ESOP Experience with Andy Hines
Journey to an ESOP & Beyond
42 minutes
4 months ago
EP15 - Hines Pool & Spa - ESOP Experience with Andy Hines
On this podcast episode, we interview Andy Hines - founder of Hines Pool and Spa from Austin, TX. Hines Pool and Spa is an excellent example of a successful approach to an ESOP transaction. Andy shares his experience with researching ESOPs in relation to Private Equity. Like many companies, Andy found that the ESOP was a better alternative for not just the company, but for himself and his family. Andy shares some of the lessons he learned early in the process, providing some pract...
Journey to an ESOP & Beyond
In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.
