This is the first episode of the new year where we like to cover changes to the podcast. This kick off message for season 6 focuses on our core value: “It Takes A Team”. This works out well to connect the dots on the old tv show and 2010 movie “The A - Team”. Some of the changes to the podcast have already been incorporated in our logo change. This episode covers some of the highlights of 2024. Looking forward to the new year for 2025 and some of the areas we plan to focus on as well as the open invitation to send your questions to our contact us page on the Journeytoanesop.com website. Lets get started on our next step on this journey to an ESOP.

In this episode, Noelle Montano returns to discuss ESCA’s tireless efforts to preserve and promote the S-Corporation ESOP in Washington after the 2024 election. We also discuss some of the impacts employee ownership has on companies, communities, and Congress.

Every company has its own lessons to be learned in the journey of converting to an ESOP. This interview with Kevin MacRitchie, CEO and Karen Lyons, CFO of Tactical Rehab provides key leadership perspective on the transition of this company through the process of becoming an ESOP. Kevin has a large company background and has brought a level of management that is moving their company to the next level. As part of his strategic leadership, he has fostered a vital partnership with the employees of Tactical Rehab, Inc. and even a greater level of trust with his CFO - Karen Lyons. Karen brings an order to the company to provide financial insight with not only important data points, but also to support the well thought out strategic direction of the company. Both Kevin and Karen speak to the importance of teamwork in the success of building the company. The ESOP was considered and moved into a reality as an essential tool working through many common objectives that most companies have: succession, culture, retention, incentive. They have embraced a full on ESOP communication strategy for their employees on a monthly basis in addition to other key initiatives.