Tag Archives: Exit Planning

The ESOP Podcast Episode 31 – George Raftopoulos of ROI Cubed, and Making Financial Statements Fun at NCEO18

George Raftopoulos

The ESOP Podcast Episode 31 – George Raftopoulos of ROI Cubed, and Making Financial Statements Fun at NCEO18

This episode of The ESOP Podcast begins with an introduction to George Raftopoulos, principal at ROI Cubed a boutique consulting firm that helps business owners with succession planning and implementation.

We then share George Raftopoulos and Bret Keisling of Capital Trustees presenting “Making Financial Statements Fun / Fun with Numbers” at the National Center for Employee Ownership (NCEO) 2018 Annual Conference, #NCEO18, in Atlanta, Georgia on Wednesday, April 18th from 9:00 – 10:15 AM.

Click below to download the accompanying “Making Financial Statements Fun“ slide show presentation:

NCEO18 Making Financial Statements Fun

 

DISCLAIMER: The opinions expressed in this presentation and the presentation materials are not intended to be used as legal advice. Please consult with counsel as necessary.


More about ROI Cubed

ROI Cubed

ROI Cubed is “a boutique consulting firm helping business owners like you attain maximum value thru operational excellence, value growth and planning for your eventual succession through internal transitions such as ESOP or external sale. We work with you and your company before, during and after your transition.” [Source: ROI Cubed, LLC]

More about George Raftopoulos

George Raftopoulos

“George Raftopoulos spent 25 years growing a registered investment advisory firm that became one of the largest offices by revenue in the country for a national broker/dealer. Having expanded the firm both organically and through acquisitions, he eventually sold the practice to a competitor and his passion for consulting businesses on value growth, transition planning, and mergers & acquisitions began.

Having already advised a number of successful business owners in various industries on their personal retirement and personal wealth matters, he founded ROI-Cubed as a result of his own experiences selling his firm.

George and ROI-Cubed consult business owners with a unique process and methodology that first begins with an assessment audit of the company to identify potential risks, thereby increasing profits and overall enterprise value. Their work then considers the company’s owners, company’s board, and the company’s overall financial goals in formulating the most strategic exit option for all parties involved. ROI-Cubed is industry agnostic and has worked with privately held and family-owned companies in a variety of industries with revenues between $2m and $50m across the country.

Prior to forming ROI-Cubed and after having sold his own practice, George spent several years consulting another financial firm and in the process, helped quadruple that company’s revenues.

Along with the satisfaction he gets helping businesses transform and grow or watching a business owner’s dreams become reality as they implement an exit plan or close on a merger, sale, or acquisition, George’s personal passions include spending life with his wife, basketball, biking, golfing and snowboarding in Vermont.

George serves his clients as a Corporate Value Growth Advisor (CVGA®) licensee, a Certified Mergers & Acquisitions Advisor® (CM&AA), a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and a Certified Estate Planner™ (CEP®) certificant . He is a 1987 graduate of Tufts University with a BA in economics as well as having earned his MBA with a tax concentration in 1996 from Bentley University.

George volunteers time in his local Rotary Club in Kennebunk, Maine, is vice chairman of his town’s Planning Board, and is a member of the Alliance of Mergers & Acquisitions Advisors (AMAA) in Chicago and the M&A Source out of Atlanta, Georgia . He is a member of ProVisors® in Portsmouth, NH. ProVisors ® is a community of over 4,000 trusted advisors across the country who have the common goal of sharing knowledge and serving as resources to provide exceptional, multi-disciplinary solutions to clients.” [Source: About ROI Cubed]

 


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Do you have feedback about this or any other episode of The ESOP Podcast? Do you have a topic that you would like for us to discuss on the show? Would you like to appear on the podcast as a featured guest or a panelist in a group presentation? Then we want to hear from you! Send us an email at podcast@captrustee.com.

The 12 Days of ESOPs, Day 6: Kevin McPhillips of the PA Center for Employee Ownership (PaCEO) on ESOP Awareness

The 12 Days of ESOPs, Day 6: Kevin McPhillips of the PA Center for Employee Ownership (PaCEO) on ESOP Awareness

We’re celebrating the spirit of the ESOP Movement with The Twelve Days of ESOPs.

12 Days of ESOPs
 
Our guests over these twelve days hail from a variety of fields in ESOP World – from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies.
 
On the sixth day of ESOPs, our guest is Kevin McPhillips, executive director of the Pennsylvania Center for Employee Ownership (PaCEO) who joined us to discuss exit planning, promoting ESOP awareness, and how ESOPs benefit employees and businesses in Pennsylvania and beyond. 🥚🥚🥚🥚🥚🥚 Just like those six geese a-laying, when we work together we can build quite the nest egg for our retirement!
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Capital Trustees is proud to be one of the founding sponsors of the  Pennsylvania Center for Employee Ownership (PaCEO).  As discussed in the podcast, the benefits of ESOPs extend far beyond the borders of Pennsylvania. The PA Center of Employee Ownership is affiliated with the National Center for Employee Ownership which continues the work of ESOP awareness on a national level.

More about Kevin McPhillips

Kevin McPhillips, Executive Director PaCEO [Photo Credit: Pennsylvania Center for Employee Ownership]

Kevin McPhillips has enjoyed more than 30 years working in both non-profit and private leadership. Before joining the PaCEO, McPhillips served as CEO of 1000 Museums, the leading online community destination for museums and exhibitions from around the world. Prior, he was President of The Princeton Companies, handpicked by the Governor’s Office as a model of NJ Business growth, served as President of Direct Group, one of the nation’s largest Direct Marketing firms, and spent 8 years leading non-profit centers for citizens with special needs. His experiences managing and owning businesses taught him that employee ownership and investment IS good business. Kevin is a product of Northwestern University.

More about the Pennsylvania Center for Employee Ownership

The Pennsylvania Center for Employee Ownership (PCEO) promotes a better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, teachers, nonprofit leaders, consumers, and other persons and organizations in Pennsylvania.

The objectives of the PCEO are as follows:

  1. Raise awareness. Promote greater awareness of employee ownership as a form of business succession planning among various stakeholders in Pennsylvania.
  2. Create more employee ownership. Increase the number of new, and percentage ownership of existing employee-owned companies in the state.
  3. Improve the Pennsylvania economy. Strengthen the state’s economy by retaining and expanding the local workforce through employee ownership.

[Source: Pennsylvania Center for Employee Ownership, About Us]


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The ESOP Podcast Episode 8

The ESOP Podcast Episode 8 – Kevin McPhillips of the Pennsylvania Center for Employee Ownership (PaCEO) on Promoting ESOP Awareness

Our guest is Kevin McPhillips, executive director of the Pennsylvania Center for Employee Ownership (PaCEO).  Kevin McPhillips sat down with Bret Keisling of Captial Trustees, LLC to discuss promoting ESOP awareness, and how ESOPs benefit employees and businesses in Pennsylvania and beyond.

The Pennsylvania Center for Employee Ownership (PaCEO) promotes a better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, teachers, nonprofit leaders, consumers, and other persons and organizations in Pennsylvania.  Capital Trustees is proud to be one of the founding sponsors of this organization.

As discussed in the podcast, the benefits of ESOPs extend far beyond the borders of Pennsylvania. The PA Center of Employee Ownership is affiliated with the National Center for Employee Ownership which continues the work of ESOP awareness on a national level.


More about Kevin McPhillips

Kevin McPhillips, Executive Director PaCEO [Photo Credit: Pennsylvania Center for Employee Ownership]

Kevin McPhillips has enjoyed more than 30 years working in both non-profit and private leadership. Before joining the PaCEO, McPhillips served as CEO of 1000 Museums, the leading online community destination for museums and exhibitions from around the world. Prior, he was President of The Princeton Companies, handpicked by the Governor’s Office as a model of NJ Business growth, served as President of Direct Group, one of the nation’s largest Direct Marketing firms, and spent 8 years leading non-profit centers for citizens with special needs. His experiences managing and owning businesses taught him that employee ownership and investment IS good business. Kevin is a product of Northwestern University.

More about the Pennsylvania Center for Employee Ownership

The Pennsylvania Center for Employee Ownership (PCEO) promotes a better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, teachers, nonprofit leaders, consumers, and other persons and organizations in Pennsylvania.

The objectives of the PCEO are as follows:

  1. Raise awareness. Promote greater awareness of employee ownership as a form of business succession planning among various stakeholders in Pennsylvania.
  2. Create more employee ownership. Increase the number of new, and percentage ownership of existing employee-owned companies in the state.
  3. Improve the Pennsylvania economy. Strengthen the state’s economy by retaining and expanding the local workforce through employee ownership.

[Source: Pennsylvania Center for Employee Ownership, About Us]


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