Find Employee Ownership & Succession Professionals

Advisors who guide business owners through strategic planning for ownership transitions

Coaches who work with business owners and leadership teams to build transition readiness

Consultants advising on the operational, financial, and strategic dimensions of business transitions

Attorneys handling the legal dimensions of ownership transitions

Lawyers practicing in areas central to business succession and employee ownership

Legal professionals advising on entity structuring, regulatory compliance, and contractual frameworks for business ownership transitions

Board directors serving at employee-owned companies, ESOP trustee firms, cooperatives, and organizations involved in business succession

C-suite and senior executives at companies involved in employee ownership

Senior leaders at organizations connected to the employee ownership ecosystem

Employees at companies connected to employee ownership

Managers at companies in or transitioning to employee ownership

Auditors providing financial statement audits and benefit plan audits for employee-owned businesses

Certified Public Accountants working on the financial and tax complexities of ownership transitions

Consultants specializing in the design and implementation of employee ownership structures

Exit planners who help business owners design and execute comprehensive succession strategies

Elected officials who have championed employee ownership through legislation, appropriations, public statements, or constituent engagement

Government officials working on policy, regulation, and programs that shape the employee ownership landscape

Policy makers crafting legislation and regulatory frameworks for employee ownership

Fund managers and institutional investors directing capital toward employee ownership transactions

Finance professionals structuring capital solutions for business succession

Lenders providing debt financing for ownership transitions

Professionals connected to employee ownership and business succession whose roles span multiple categories or fall outside traditional classifications

Estate planners addressing the wealth transfer dimensions of business succession

Financial advisors serving the employee ownership community

SEC or state-registered investment advisors providing fiduciary financial guidance for employee-owners managing diversification, business owners planning post-transition wealth, and plan committees overseeing investments in ESOP, EOT, and cooperative structures.

Wealth advisors helping business owners integrate personal financial planning with succession decisions

Appraisers providing business valuations across the succession lifecycle

Valuation professionals determining fair market value for ownership transitions

Brokers who facilitate the buying and selling of businesses

Business owners navigating succession planning

Insurance professionals addressing the risk management needs that arise during ownership transitions

Investment bankers advising on M&A transactions and capital raises in the succession space

Independent and directed trustees serving as fiduciaries for ESOP trusts