Journey to an ESOP & Beyond

EP34 - Feasibility is not Just a Math Exercise!


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In this episode, Jason and Makenzie dive into the real purpose of ESOP feasibility and why it’s far more than just another spreadsheet. They break down what “feasibility” truly means in an ESOP transaction and walk through the key factors companies should evaluate, from existing debt to entity structure (S-corp vs. C-corp) to long-term sustainability. They also dig into how feasibility helps determine whether an ESOP will genuinely benefit the company, the owners, and the employees.

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

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