Continuity Through Change: Introducing Season 7 of Journey to an ESOP & Beyond

Change is inevitable. Being unprepared is optional.

The Journey to an ESOP and Beyond podcast enters its seventh season, built around that truth—not because the mission has changed, but because change itself is part of it. This season helps business owners think clearly, act deliberately, and prepare for transitions they cannot fully predict. While many owners accept that change is constant, they still strive for permanence. Season 7, Episode 1 explores what happens when permanence proves to be an illusion—and what strong ownership looks like instead.

With a refined structure, consistent cadence, and new voices in the conversation, this season lives in the space between stability and motion, equipping owners to face change with clarity, confidence, and purpose.

Foundations on Transition

This season, we will share a series of conversations through Foundations on Transition. This is not a checklist—it is a way of thinking about ownership before decisions are forced, delivered intentionally so insight arrives when itis relevant, not urgent.

We will explore ESOPs, succession planning, governance, leadership, and employee ownership. Additionally, we will cover the emotional mechanics behind these decisions—the areas many advisors often overlook and where owners get stuck.

What Has Not Changed

One commitment remains constant. This podcast exists to make complex ideas about employee ownership clear, accessible, and actionable. We focus on the why, not just the what, and ground every discussion in real owner experience.

Season 7 is about choosing preparation—not for a single transition, but for a lifetime of them. At its core, this season is guided by the principle of continuity through change.

Here to Help with Continuity Through Change

If you have any questions, we are here to help. We build value-added relationships with each client to understand their business structure and provide solid solutions. Our approach offers direct access to the firm's decision-makers. Our innovative cross-functional services help businesses address the challenges ahead.