Season 7 begins with a simple truth: change is inevitable, but being unprepared is optional. In this opening monologue, Jason introduces Continuity Through Change and outlines what this season will explore: leadership under motion, foundations that hold through transition, and the often-ignored emotional mechanics behind ownership decisions.
All content for Journey to an ESOP & Beyond is the property of Phillip Hayes, Jason Miller & Makenzie Wirth and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Season 7 begins with a simple truth: change is inevitable, but being unprepared is optional. In this opening monologue, Jason introduces Continuity Through Change and outlines what this season will explore: leadership under motion, foundations that hold through transition, and the often-ignored emotional mechanics behind ownership decisions.
In this episode, Makenzie breaks down a leveraged ESOP transaction and the resulting impacts to a company's financial statements. This episode highlights the journal entries required for a simplified, leveraged ESOP transaction in accordance with generally accepted accounting principles including common mistakes to avoid.
Journey to an ESOP & Beyond
Season 7 begins with a simple truth: change is inevitable, but being unprepared is optional. In this opening monologue, Jason introduces Continuity Through Change and outlines what this season will explore: leadership under motion, foundations that hold through transition, and the often-ignored emotional mechanics behind ownership decisions.
