In this episode, Jason sits down with Pete Schuler, Senior Vice President and Head of Consulting at Blue Ridge, who brings more than 30 years of experience in the ESOP industry. As a trusted advisor on ESOP transactions and compliance, Pete has worked across all stages of the ESOP lifecycle and offers a deep, practical perspective on what makes these transactions successful. Jason and Pete dive into the key “R’s” of an ESOP transaction, unpacking critical considerations around plan design, compliance, and transaction readiness. Drawing on Pete’s extensive experience advising companies, working alongside investment banks, and leading complex ESOP projects, this conversation provides valuable insights for business owners and advisors navigating ESOP planning and execution.