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What's Next Hosted 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.

Jul 27, 2023

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.
 


Jan 4, 2023

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 rates and the...


Oct 12, 2022

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 resilient, and what the...


Jun 2, 2022

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 Executive Search with...


May 11, 2022

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 company leaders...