top of page

The Berman Buzz

Blueprints for Success: Construction Industry Spotlight with Joe Jones


Blueprints for Success: Construction Advisory Services for Your Financial Journey

Joe Jones, Audit Partner, recently appeared on our Journey to an ESOP & Beyond podcast, where he joined Makenzie Wirth, Senior Advisory and Succession Planning Manager, to discuss the growing trend of construction companies transitioning to Employee Stock Ownership Plans (ESOPs).


As leader of the firm’s Construction Advisory Services team, Joe shares expert insight into key considerations for construction owners, including audit and valuation risks, bonding implications, backlog quality, governance, and jobsite culture. Together, Makenzie and Joe offer practical guidance for contractors evaluating employee ownership as a succession strategy.


Listen to this episode to learn how ESOPs impact construction businesses and gain actionable insights for a successful transition to employee ownership.


Also available to watch on YouTube.


Experts in Construction Advisory Services

Blueprints for Success: Construction Advisory Experts

As one of the Top 50 Construction Accounting Firms in the United States (Construction Executive 2021-2025), we build long-term, value-added relationships and provide solid solutions that help positively impact your construction business. With over 68 years of leadership, experience, and expertise, our talented team of CPAs and advisors fully understands the nuances of the construction industry. We provide resources beyond traditional audit, accounting, and tax services to construction businesses, with revenues ranging from $5 million to $500 million.

 

Here to Help

Partner with us to unlock the full potential of your construction business and embark on a journey of sustainable growth and success. Contact us today to begin building a brighter future.

 

bottom of page