• Zolidar Logo
  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner
  • Community

    • The Grid
LG

Lumo Group

Business And Consumer Services

20232Portland, OR, USA
Last updated at 2025-03-18
Edit
Grid Insight

About

Lumo Group helps mission-driven companies plan for the future.

Our practice includes strategic planning, succession planning, purpose trust ownership conversions, capital and financing advisory services, and leadership development.

We work exclusively for clients who have a positive vision for...

#EOT
#Perpetual Purpose Trust
#Governance Rights

Services and Fees

Operations

Fractional/Part Time COO services

Operational and strategy support

Ad-hoc operational engagements (i.e. hiring, org design, systems...

Join The Grid to view full services and fees information

Organization type

  • Service Provider

Details

Location
Portland, OR, USA
Founding year
2023
Industry sector
Business And Consumer Services
Focus on EO
Exclusive
EO year
0
Funding source
Other
Number of employees
2

Contact

Portland, OR, USA

Join The Grid to view contact information

Associated people

Current

  • P
    Peter Koehler
    Founder & Partner

Previous

No previous associations listed for Lumo Group.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Curators(1)

People who have contributed edits to this page.

Mar 25Unknown+905/−0
View revision history→

Browse The Grid

Professionals by Role

  • Academic
  • Attorney
  • Business Advisor
  • Business Executive
  • Business Owner
  • Business Valuation Expert
  • Certified Public Accountant (CPA)
  • Exit Planner
  • Lender
  • Registered Investment Advisor (RIA)
  • View all roles →

Organizations by Type

  • Academia
  • Advocacy
  • Business
  • Capital Provider
  • Other
  • Service Provider
  • View all types →

Professionals by Location

  • New York, NY, USA
  • San Francisco, CA, USA
  • Los Angeles, CA, USA
  • Denver, CO, USA
  • Oakland, CA, USA
  • Chicago, IL, USA
  • Boston, MA, USA
  • Austin, TX, USA
  • Browse all professionals →
Zolidar Logo

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

FacebookInstagramXYouTubeLinkedIn
Privacy policyTerms of ServiceCookiesAcceptable Use Policy
© 2026 Zolidar, Inc. All Rights Reserved.

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.


Zolid AI may provide inaccurate info, so verify responses.