Sep 1, 2023
Today I have the pleasure of speaking with Phillip Hayes, Succession Planning Partner of Berman Hopkins.
Phillip joined the Berman Hopkins team in 2000 and became the Succession Planning Partner in 2006. In 2010, he was named Managing Partner. He transitioned his role as Managing Partner in 2020 to pursue his passion as the full-time leader of the firm’s Employee Stock Ownership Plan (ESOP) practice and launched "The ESOP Guy" podcast, which explains the process of the ESOP transaction from a business owner’s perspective.
Phillip has over 30 years of experience in finance and business
consulting. In addition to directing Berman Hopkins’ strategic
efforts, he is a Certified Valuation Analyst through the National
Association of Certified Valuators and Analysts. Phillip provides
consulting services for a variety of business industries.
In this episode, we will be discussing:
To learn more about Phillip join his:
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Podcast: https://www.journeytoanesop.com/
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LinkedIn: https://www.linkedin.com/company/bermanhopkinscpas/
Twitter: https://twitter.com/bermanhopkins?lang=en
► Transcription: https://otter.ai/u/ZLyWqhJ4xURgVuhD0kyN0tv2ZQE?utm_source=copy_url
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