PODCAST · business
What's Next Hosted by Acuity Advisors
by Acuity Advisors
Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit.
Episodes
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Is an ESOP Right for You?
In this podcast, we look at the fundamentals of ESOPs, their benefits, drawbacks, and when and where they are a good fit for a business owner who is seeking a transition of ownership.
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ESOP Transactions & The Current Debt Markets – Are Deals Getting Done? Â
While 2022 was a challenging year for many index funds and most everyone's 401(k), private market buyouts and ESOP transactions remained relatively robust, in terms of both valuation and transaction volume. In this month's episode, Chris and Chase sit down to unpack how, even amid rising interest...
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Q4 ESOP Update: Topics, Trends & Takeaways from the CAWS Conference
As overall M&A activity in the U.S and around the world cools off, new ESOP formations continue to show high levels of activity, even amid turbulent macro conditions. In this month's edition of What's Next, Chris and Chase share their insights on how the market for ESOP transactions can be so...
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Talking Talent: Recruiting, Retaining and Incentivizing your Leadership Team
In the era of virtual workspaces and unprecedented personal mobility, finding and landing senior talent seems more difficult than ever. At the same time, retaining and motivating the leaders you already have might be even more vital. Join us for a lively discussion with Chris Craig, VP of…
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Key Takeaways from the NCEO National Conference
Late in April, a large contingent from the ESOP community gathered in Seattle to reconvene at the National Center for Employee Ownership's first in-person National Conference since Spring 2019. In this month's episode, Chris and Chase sit down to go over the major themes discussed among ESOP...
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Valuation Updates in a Post-Pandemic Economy
In this episode of What's Next, Chase and Chris are talking about five of the major themes impacting business valuation and transactions in the global economy today, including interest rates, inflation impacts, and a few other major topics that are front of mind for everybody right now. Take a...
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What's Next 1-on-1: The Role of an ESOP Trustee
This month, we're joined by our very first guest on the podcast, Mike Flesch of Alerus Financial. In his role with Alerus, Mike serves as the independent and institutional trustee for a number of employee-owned companies, and he stopped by the studio (office) to talk with Chris Kramer about what…
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Dealing Through the Pandemic: 5 Ways COVID is Changing M&A
In the early days of the pandemic, deal making in the middle-market came to a sudden and startling halt. Since then, overall M&A activity has reached a frenzied pace across virtually all industries and market segments, and shows virtually no signs of slowing down. In this month's episode, Chris…
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Getting from A to ESOP
Unlike 401(k)s or other common retirement plans, implementing an employee stock ownership plan generally requires a formal purchase and sale of shares, with preparation, negotiation and diligence - much like a traditional M&A transaction. But in several ways, the ESOP implementation process can…
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You've Been Approach by a Buyer - Now What?
In Episode 4 of What's Next Hosted by Acuity Advisors, Chris Kramer and Chase Hoover talk about what to do if you are approached out of the blue by a serious buyer offering to acquire your business. They'll talk about how to respond initially, why it's important to get a good team in your corner...
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What's the Deal with ESOP?
Chris Kramer and Chase Hoover talk about a flexible, tax-advantaged alternative exit strategy for business owners who are ready to make that long-awaited transition. It's a plan that can preserve or even enhance corporate culture, provide a meaningful employee benefit, and ensure the legacy and...
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Getting Over the Goal Line (an M&A Case Study)
In our second episode, Chris Kramer and Chase Hoover roll out the first of our client case studies - the sale of a mid-sized business in the healthcare services space that successfully closed back in early 2020, just before the world turned upside down. We reflect on the challenges faced,...
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What's the Deal with Investment Bankers
In our first episode, Chris and Chase dive into a simple question with complex answers- why do middle-market business owners hire investment bankers?
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ABOUT THIS SHOW
Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit.
HOSTED BY
Acuity Advisors
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Frequently Asked Questions
How many episodes does What's Next Hosted by Acuity Advisors have?
What's Next Hosted by Acuity Advisors currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is What's Next Hosted by Acuity Advisors about?
Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit.
How often does What's Next Hosted by Acuity Advisors release new episodes?
What's Next Hosted by Acuity Advisors has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to What's Next Hosted by Acuity Advisors?
You can listen to What's Next Hosted by Acuity Advisors on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts What's Next Hosted by Acuity Advisors?
What's Next Hosted by Acuity Advisors is created and hosted by Acuity Advisors.
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