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Bridge Out Ahead: How to Bring Your ESOP Into the Growth Zone

I have been working with a couple of clients who have re-organized from a founder owner structure into an ESOP structure.  ESOP (Employee Stock Ownership Plans) have been around since the late 1950’s, but have recently taken on a much bigger role, as many founders of private firms are moving towards retirement and wish to […]

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Innovation in Moments That Matter

As part of my commitment to being a safe private pilot, I fly with an instructor every 180 days to make sure my instrument skills and reaction to emergency procedures are sharp and up to standard.  By carefully working through scenarios that are rarely encountered, I am building “muscle memory” that, in the midst of […]

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