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Pull to Refresh Podcast

ESOP Conversations with Kelly Finnell Listen (30 minutes) to the podcast episode here. Join Kelly as he joins Faith Teope on her podcast Pull to Refresh to discuss the intricacies and […]

M&A Talk Podcast

When an ESOP is the Right Approach to Exit Planning Listen (55 minutes) to the episode here. Employee Stock Ownership Plans have long been an exit strategy for companies, but […]

For some business owners their only goals when selling their company are to maximize the sales price and cash at close, and then “go to the beach.”

Company, owner and employees all enjoy a wide range of financial benefits. In 2017, the owner of Engineering Economics, a 78-employee firm in Golden, Colorado, was pondering his retirement options. […]

Kelly Finnell, The ESOP Coach, is interviewed by John Brown of the Business Enterprise Institute.