# Bob Whalen

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Stories of HB Global with John Saich: Being a Board Member and the Importance of Collaboration

Welcome to the HB Global Employee Ownership Podcast Series. In 2026, we are focusing on the importance of scaling culture through our mission, vision, values, and principles. These communications are intended for the employees of HB Global. We recognize that the general public will have access. The…

Alternative Exit #65 | He Bought a 94 yo Business, Then Gave It to the Team | Bob Whalen, HB Global

Bob Whalen walked into a 94-year-old, third-generation family business in 2008 and, within two years, transitioned it to a 100% ESOP. What started as a way to make the deal more tax-efficient became his professional purpose. Fifteen years on, HB Global has grown almost 10x, completed close to 20 ac…

#72 Bob Whalen

Bob is the CEO at HB Global, LLC and Author of the Book Beyond Your Ownership: How Employee Ownership Can Align Your Purpose, People, and Profit. References in this podcast to “Mid Penn” are to Mid Penn Bancorp, Inc. and its subsidiaries and affiliates. This podcast expresses the views of its parti…

From Spreadsheets to Storytelling with Jamie Dykstra

What if the person who saw your gift before you did was the same one who dared you to use it? In this episode, Jamie Dykstra, nonfiction book ghostwriter and former corporate finance professional, shares how a career 180 brought her from spreadsheets to storytelling. She didn't plan to become a gh…

Stories of HB Global with Felipe Meireles: Finding Your Why to Be Safe

Welcome to the HB Global Employee Ownership Podcast Series. In 2026, we are focusing on the importance of scaling culture through our mission, vision, values, and principles. These communications are intended for the employees of HB Global. We recognize that the general public will have access. The…

Stories of HB Global with Chris Sears: Being a Lifelong Learner in Your Career

Welcome to the HB Global Employee Ownership Podcast Series. In 2026, we are focusing on the importance of scaling culture through our mission, vision, values, and principles. These communications are intended for the employees of HB Global. We recognize that the general public will have access. The…

The ESOP Growth Story: From $5 Million to $300 Million | Bob Whalen

An ESOP can be more than a succession plan. It can become an engine for growth, acquisitions, culture, and employee wealth. Bob Whalen is the CEO of HB Global and author of Beyond Your Ownership. He joins Chuck Mazzanti to explain how a business purchased for a little over $5 million grew into an …

The Golf Bag That Led to 2,500 Employee Owners with Bob Whalen

What if the most important introduction of your career started with raking a sand bunker? In this episode, Bob Whalen, CEO of HB Global and author of Beyond Your Ownership, shares how a 112-year-old mechanical contracting company in Central Pennsylvania became one of the most powerful examples of …

A Two-Pronged Approach: How Bob and Adam Plan to Lead HB into the Future

Welcome to the HB Global Employee Ownership Podcast Series. In 2026, we are focusing on the importance of scaling culture through our mission, vision, values, and principles. These communications are intended for the employees of HB Global. We recognize that the general public will have access. The…

Stories of HB Global with Stacy Baum: The Career Journey She Wasn't Expecting

Welcome to the HB Global Employee Ownership Podcast Series. In 2026, we are focusing on the importance of scaling culture through our mission, vision, values, and principles. These communications are intended for the employees of HB Global. We recognize that the general public will have access. The…