S7EP4 - Interview with Pete Shuler
Автор: Journey to an ESOP & Beyond
Загружено: 2026-02-11
Просмотров: 12
Описание:
What truly drives a successful ESOP transaction? In this episode of the Journey to an ESOP & Beyond podcast, Jason Miller sits down with Pete Shuler, Senior Vice President and Head of Consulting at Blue Ridge, to share insights from more than 30 years of specialized ESOP advisory and consulting experience.
A trusted advisor on ESOP transactions and compliance, Pete has worked with companies across every stage of the ESOP lifecycle. Together, he and Jason explore the key “R’s” of an ESOP transaction, highlighting critical considerations around plan design, compliance, and transaction readiness. Drawing on his experience advising business owners and collaborating with investment banks, Pete offers practical guidance for those navigating the complexities of ESOP planning and execution.
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