Journey to an ESOP & Beyond

EP3 - Construction Industry Spotlight: Interview with Joe Jones, Audit Partner at Berman Hopkins


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In this episode, Makenzie Wirth interviews Joe Jones, Audit Partner at Berman Hopkins. As lead of the firm’s Construction Advisory Services Team, Joe shares his perspective on the recent trend of construction companies transitioning ownership to ESOPs. From audit considerations, valuation risks, bonding, backlog quality, governance, and jobsite culture, Makenzie and Joe provide practical advice for construction owners considering employee ownership.

Listen to this episode to understand how ESOPs impact construction businesses and get actionable guidance for your company’s transition.

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Journey to an ESOP & BeyondBy Jason Miller & Makenzie Wirth

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