The ESOP Podcast Mini-cast 1: Fall Employee Stock Ownership Conferences

The ESOP Podcast Mini-cast 1: Fall Employee Stock Ownership Conferences

Welcome to our first “ESOP Mini-cast”, a short, topical podcast that is a great way to wrap up the week!

Summer is winding down, which means the fall ESOP conference circuit is starting up, and so we’re highlighting some upcoming employee stock ownership events. Client Engagement Officer, Brian Keisling, and Co-managing Director Bret Keisling kick things off with the conferences coming up on Capital Trustees’ calendar:

We then dial in Jason Wellman, Senior ESOP Relationship Consultant with ESOP Partners and the Chair of The ESOP Association’s advisory committee for ownership, culture, and communications. He gives us his insight on why these conferences are so valuable, and shares his conference schedule highlights:

We then call George Raftopoulos of ROI-Cubed. ROI-Cubed is the corporate sponsor of the wine and cheese reception at the aforementioned Is an ESOP Right for You? conference.

  • This conference is an in-depth look at Employee Stock Ownership Plans sponsored by the NCEO, the National Center for Employee Ownership.
  • The ROI-Cubed reception will be held the afternoon of October 17, 2018.
  • This is a perfect conference for business owners and management that have heard about ESOPs, are looking at an ESOP as a possible plan for their business, and are looking to find out more information and what an ESOP entails
  • (You can also listen to George Raftopoulous present on “Making Financial Statements Fun” at #NCEO18 in The ESOP Podcast Episode 31.)

We hope to see all of you on the conference circuit!

You can read the full transcript of this episode here: The ESOP Mini-Cast Transcript 10 August 2018


More about ESOP Partners

ESOP Partners

ESOP Partners is based in northeastern Wisconsin and serves companies across the United States.  They offer comprehensive ESOP services including ESOP administration, compliance, planning, and consulting.

More about Jason Wellman

Jason Wellman,  Senior ESOP Relationship Consultant with ESOP Partners [Photo Credit: ESOP Partners]

“Jason Wellman is a Senior Relationship Consultant with ESOP Partners. Jason helps ESOP companies by developing a comprehensive Ownership Culture through proactive educational resources for all participants to improve their understanding of ESOPs’ unique benefits.

He has over 20 years of experience in sales and sales management, specializing in internal and external training and education. Prior to working with ESOP Partners, Jason served as a Regional Sales Specialist for Ariens, a leading manufacturer of outdoor power equipment, and a Regional Sales Director for GNC, a nutritional supplement company that is the largest of its kind worldwide.

He is a member of the ESOP Association Advisory Committee on Ownership Culture and Communications and of the Minnesota & Dakotas ESOP Chapter Membership Committee. Jason is also a contributing author for the ESOP Association’s ESOP Report on Ownership Advantage topics to improve ESOP culture and communications for the Association’s members.” [Source: ESOP Partners, Our Team]

Join us in following Jason on Twitter @1_wellman, and ESOP Partners @ESOPPartners.


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.

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