Journey to an ESOP & Beyond

EP32 - Strategic Planning for the New Year


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In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.

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Journey to an ESOP & BeyondBy Phillip Hayes, Jason Miller & Makenzie Wirth

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