• EP24 - Rudy - The Game Plan For The ESOP Site Visit

  • Oct 13 2023
  • Length: 34 mins
  • Podcast

EP24 - Rudy - The Game Plan For The ESOP Site Visit

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  • Summary

  • In this episode - we are celebrating football season by kicking off with “Rudy” one of the most inspirational football movies of all time about the underdog…The episode starts a series to cover preparation for the inevitable ESOP site visit whereby the buy-side team congregate typically at the company’s office. The focal point to this episode is to help prepare for the site visit - detailing the industry of the business, its business model, the customer base, geography and other important factors to where the business operates and relevant business trends. We will follow up with other episodes detailing other aspects of the site visit.
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