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.
EP31 - Assurance in Action: What It Means for Your ESOP Journey
Journey to an ESOP & Beyond
47 minutes
2 months ago
EP31 - Assurance in Action: What It Means for Your ESOP Journey
In this episode, Jason and Makenzie have a conversation around the meaning and relevance of assurance in the context of an M&A transaction and more specifically in an ESOP transaction. They discuss who needs assurance and why - whether it be in the form of a financial statement audit, surety bond, fairness opinion, or simply advice from your providers.
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.
