List of people, organizations, and funds

Shannon Mullins

The Predistribution Initiative

Director of Measurement and Evaluation

Miami Beach, FL, USA

Island Pacific Distributors

—

Honolulu, HI, USA

# ESOP

The Kola Nut Collaborative

—

Samamkaya Back Care & Scoliosis Yoga

Athletic & fitness centers

New York, NY, USA

# Employee Ownership Trust

North American Students of Cooperation (NASCO)

—

Chicago, IL, USA

Brian Calley

Small Business Association of Michigan

President & CEO, Small Business Association of Michigan

—

Ivy Wan-Beltejar

Empire Valuation Consultants

Senior Manager

Rochester, NY, USA

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

Rick McGee

Gemini Industries

Chairman of Board

El Reno, OK, USA

# Ownership Culture# Board of Directors# ESOP# EO Accounting

Centre of Excellence in Accounting and Reporting for Co-operatives (CEARC)

—

Halifax, Nova Scotia, CAN

Edward Leventhal

Valco Industries

President and CEO

Springfield, OH, USA

# Ownership Culture# Board of Directors# ESOP

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

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

Chris Fredericks

Empowered Ventures

President & CEO

—

Vernier Science Education

Science Education & Software Development

Beaverton, OR, USA

# Perpetual Purpose Trust

SEED Microgrant Program

By California Center for Cooperative Development

Program

Open

Grant

Rhizome Urban Gardens

—

San Francisco, CA, USA

Mark J. Tabak

World Travel

CEO

Lafayette Hill, PA, USA

# Ownership Culture# Board of Directors# EO Accounting

RainTech

IT services

Colorado Springs, CO, USA

# Employee Ownership Trust

Lauren Mathis

Mission Driven Finance

—

Consumer Direct Holdings, Inc.

Home Health Care Services

Missoula, MT, USA

# Employee Ownership Trust

Talk it through.

Talk it through.

Discover Experts and Support for Your Business Transition

Shannon Mullins

Island Pacific Distributors

The Kola Nut Collaborative

Samamkaya Back Care & Scoliosis Yoga

North American Students of Cooperation (NASCO)

Brian Calley

Ivy Wan-Beltejar

Rick McGee

Centre of Excellence in Accounting and Reporting for Co-operatives (CEARC)

Edward Leventhal

Craig R Stiffler

Josh Maurer

Lindsay Harkey

Community Purchasing Alliance

Scott Leach

Terry Leahy

Tom Murphy

Eric Quinn

Shanda McFadden, CEPA

Robert A. Pollini

Prudent Fiduciary Services

PFSbrands

Chris Fredericks

Vernier Science Education

SEED Microgrant Program

Rhizome Urban Gardens

Mark J. Tabak

RainTech

Lauren Mathis

Consumer Direct Holdings, Inc.

Talk it through.

The Grid Directory — People, organizations, and funds

Talk it through.

The Grid Directory — People, organizations, and funds

Discover Experts and Support for Your Business Transition

Shannon Mullins

Island Pacific Distributors

The Kola Nut Collaborative

Samamkaya Back Care & Scoliosis Yoga

North American Students of Cooperation (NASCO)

Brian Calley

Ivy Wan-Beltejar

Rick McGee

Centre of Excellence in Accounting and Reporting for Co-operatives (CEARC)

Edward Leventhal

Craig R Stiffler

Josh Maurer

Lindsay Harkey

Community Purchasing Alliance

Scott Leach

Terry Leahy

Tom Murphy

Eric Quinn

Shanda McFadden, CEPA

Robert A. Pollini

Prudent Fiduciary Services

PFSbrands

Chris Fredericks

Vernier Science Education

SEED Microgrant Program

Rhizome Urban Gardens

Mark J. Tabak

RainTech

Lauren Mathis

Consumer Direct Holdings, Inc.