ESOP Blog

“You don’t build a business – you build people – and then people build the business.” – Zig Ziglar

“When employees are happy, they are your very best ambassadors.” – James Sinegal

About This Episode Patti Plough (last name rhymes with blue) started as a nurse. A doctor told her she was more of an entrepreneur than

“Retirement is not the end of the road. It is the beginning of the open highway.” – Unknown Back in early 2020, after she sold

Joining Jonathan Goldhill in this episode of the Disruptive Successor Podcast is Patti Plough, President, and CEO at Excel Legacy Group, LLC. There are numerous

“The best way to predict the future is to create it.” – Peter Drucker An Employee Stock Ownership Plan (ESOP) creates a path where everyone

Employee Benefit Plan, Part 2 “If everyone is moving forward together, then success takes care of itself.” – Henry Ford There’s a radio station that’s

“Everything should be made as simple as possible but not simpler.” – Albert Einstein Drive around town. Count the number of “Help Wanted” or “Now

“An incentive is a bullet, a key; an often tiny object with astonishing power to change a situation.” – Steven Levitt It’s far more efficient

“Show me the incentive and I will show you the outcome.” – Charlie Munger As a tight labor supply squeezes the American economy, employers are

More Employee Ownership Close to Home! More and more organizations have stopped asking “What is an ESOP?” or “What does an ESOP stand for?” …

In this podcast, Patti Plough teaches you how to set up your company so you can be treated as a tax-exempt organization and sell the