List of people and organizations

Edward Leventhal

Valco Industries

President and CEO

Springfield, OH, USA

# Ownership Culture# Board of Directors# ESOP

Samamkaya Back Care & Scoliosis Yoga

Athletic & fitness centers

New York, NY, USA

# Employee Ownership Trust

Ivy Wan-Beltejar

Empire Valuation Consultants

Senior Manager

Rochester, NY, USA

# ESOP# Business Valuation# Feasibility Study# Financial Statements+6 more

Craig R Stiffler

Harold Beck and Sons

Independent Board Member

New Hope, PA, USA

# Ownership Culture# Board of Directors# ESOP

Josh Maurer

Cemen Tech

CFO

Des Moines, IA, USA

# Board of Directors# ESOP# EO Accounting

Lindsay Harkey

Live Oak Bank

General Manager

—

Community Purchasing Alliance

—

Washington, DC, USA

Scott Leach

BDO USA

Director

Austin, TX, USA

# ESOP# Feasibility Study# Succession Planning# Transaction Complexity+3 more

Terry Leahy

NHS Northstar

President and CEO

Whitefish Bay, WI, USA

# Ownership Culture# Board of Directors# ESOP

Tom Murphy

Prudent Fiduciary Services

Associate Vice President

St. Paul, MN, USA

# EO Fiduciary# ESOP# Trustee# EO Financials+1 more

Eric Quinn

Navigator Consulting

Interim Integrator and Integrator coach for visionary leaders of companies running on EOS®

Orlando, FL, USA

# Ownership Culture# Board of Directors

Chris Fredericks

Empowered Ventures

President & CEO

—

Shanda McFadden, CEPA

Merrill Lynch Wealth Management

Financial Advisor, Assistant Vice President

Chicago, IL, USA

# Investment Bank

Robert A. Pollini

Palmer And Sicard

Controller

Statham, NH, USA

# Ownership Culture# Board of Directors# ESOP

Prudent Fiduciary Services

—

West Covina, CA, USA

# EO Advisor

PFSbrands

—

Holts Summit, MO, USA

Vernier Science Education

Science Education & Software Development

Beaverton, OR, USA

# Perpetual Purpose Trust

Rhizome Urban Gardens

—

San Francisco, CA, USA

Mark J. Tabak

World Travel

CEO

Lafayette Hill, PA, USA

# Ownership Culture# Board of Directors# EO Accounting

Lauren Mathis

Mission Driven Finance

—

Ryan Rose

—

Director of Financial Resources, Leader

—

Foundation for Intentional Community

—

Rutledge, MO, USA

Aztalan Engineering

—

Lake Mills, WI, USA

# ESOP

Inclusiv

—

New York, NY, USA

# CDFI

RainTech

IT services

Colorado Springs, CO, USA

# Employee Ownership Trust

Tim Powers

LPL Financial

—

Zingerman's

Food Processing

Ann Arbor, MI, USA

# Perpetual Purpose Trust

BioHabitats

Consulting - environmental services

Baltimore, MD, USA

# Perpetual Purpose Trust

Consumer Direct Holdings, Inc.

Home Health Care Services

Missoula, MT, USA

# Employee Ownership Trust

Catalyst Aviation

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Talk it through.

Talk it through.

Discover Experts and Support for Your Business Transition

Edward Leventhal

Samamkaya Back Care & Scoliosis Yoga

Ivy Wan-Beltejar

Craig R Stiffler

Josh Maurer

Lindsay Harkey

Community Purchasing Alliance

Scott Leach

Terry Leahy

Tom Murphy

Eric Quinn

Chris Fredericks

Shanda McFadden, CEPA

Robert A. Pollini

Prudent Fiduciary Services

PFSbrands

Vernier Science Education

Rhizome Urban Gardens

Mark J. Tabak

Lauren Mathis

Ryan Rose

Foundation for Intentional Community

Aztalan Engineering

Inclusiv

RainTech

Tim Powers

Zingerman's

BioHabitats

Consumer Direct Holdings, Inc.

Catalyst Aviation

Talk it through.

The Grid Directory — People and Organizations

Talk it through.

The Grid Directory — People and Organizations

Discover Experts and Support for Your Business Transition

Edward Leventhal

Samamkaya Back Care & Scoliosis Yoga

Ivy Wan-Beltejar

Craig R Stiffler

Josh Maurer

Lindsay Harkey

Community Purchasing Alliance

Scott Leach

Terry Leahy

Tom Murphy

Eric Quinn

Chris Fredericks

Shanda McFadden, CEPA

Robert A. Pollini

Prudent Fiduciary Services

PFSbrands

Vernier Science Education

Rhizome Urban Gardens

Mark J. Tabak

Lauren Mathis

Ryan Rose

Foundation for Intentional Community

Aztalan Engineering

Inclusiv

RainTech

Tim Powers

Zingerman's

BioHabitats

Consumer Direct Holdings, Inc.

Catalyst Aviation