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EP32 - ESOP Experience with Tactical Rehabilitation Insight from Kevin MacRitchie, CEO and Karen Lyons, CFO On Their Journey To An ESOP

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Manage episode 455315269 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

209 episodes

Artwork
iconShare
 
Manage episode 455315269 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

209 episodes

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