May 28, 2020
Based on a recent webinar this episode includes a conversation with two financial experts, Eric Zaleski and Sean Kelleher, who talk about where we are now, and how to successfully get to the other side. We cover general market conditions; the lending and finance markets for privately held companies; managing cash...
May 19, 2020
The sale of a private business to an ESOP can seem like a very different beast than a typical business transaction. There are, of course, components of a sale to an ESOP that you won’t find in a third-party sale or a family transfer, but there also similarities. For this episode we talk with attorney Avery Chenin of...
May 4, 2020
For this episode we , we talk to IntrustIT CEO (and selling owner) Tim Rettig, a new ESOP company in the Cincinnati area. Tim talks about why he chose to sell his business to the employees, and the impact the decision has had on the company; the benefits of open-book management; how the company is faring in the...