List of employee ownership experts

Robert Schatz

ESOP Plus: Schatz Brown Glassman LLP

Partner

West Hartford, CT, USA

# ESOP# Feasibility Study# EO Plan Termination# ERISA

Tyler Rivera

Project Equity

Manager, Policy and Impact

Boston, MA, USA

# Impact Investing

Richard Glassman

Connecticut Center for Employee Ownership (CTCEO)

Partner

West Hartford, CT, USA

# M&A# Feasibility Study

John A. Kober

Morgan, Lewis & Bockius LLP

Managing Partner

Dallas, TX, USA

# ESOP# Due Diligence# Feasibility Study# Liquidity+3 more

Jessica Brandenburg

MyPath

CFO

Wales, WI, USA

# ESOP# Ownership Culture# Board of Directors

Steven M Shank

Flinchbaugh Engineering

CEO

York, PA, USA

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

Kevin Long

Employee Benefits Law Group PC

Shareholder/ President/ Employee Benefits Law Group PC

San Jose, CA, USA

# ESOP# Due Diligence# Feasibility Study# DOL+8 more

Blake Head

BDO USA

Managing Director-ESOP Advisory Services Leader

Atlanta, GA, USA

# Business Valuation# ESOP# M&A# Feasibility Study+3 more

James Moser

ESOP Plus: Schatz Brown Glassman LLP

Partner

Spokane, WA, USA

# ESOP# Feasibility Study# EO Plan Termination# ERISA+1 more

Kirsten Kennedy

Minnesota Center for Employee Ownership (MNCEO)

Executive Director, Minnesota Center for Employee Ownership

Saint Cloud, MN, USA

# Employee Ownership Center

Georgeann Snead

Electronic Design & Manufacturing

CEO

Lynchburg, VA, USA

# Repurchase Obligation# ESOP# Ownership Culture# Board of Directors+1 more

John Carroll

Big Sandy Furniture

Independent Director at ESOP owned Companies

Naperville, IL, USA

# ESOP# Board of Directors# EO Accounting

Andrew Delmonte

Cooperation Buffalo

Executive Director

Buffalo, NY, USA

# Worker Co-op# CDFI# SBA

Wayne Fjeld

Acclaro Valuation Advisors

Managing Director

Seattle, WA, USA

# Business Valuation# ESOP# Feasibility Study# S Corporation+3 more

Michael Krucker

Plante Moran

Partner, Employee Benefits Expert

Detroit, MI, USA

# ESOP# Feasibility Study# EO Taxation

Himanshu Chaudhry

PKF O'Connor Davies

ESOP Advisor implementing ROTH and 1042 strategies

Atlanta, GA, USA

# 1042 rollover# ESOP

Scot Storjohann

GreatBanc Trust Company

Senior Vice President

Iisle, IL, USA

# Stock Sale# ESOP# M&A# Due Diligence+2 more

Elizabeth Goltermann

Ki Industries

Vice Chairman of the Board

Elmhurst, IL, USA

# ESOP# Ownership Culture# Board of Directors# EO Audits+2 more

Brad Archibald

Pioneer Technical

Principal Engineer, ex-President/CEO

Butte, MT, USA

# ESOP# Ownership Culture# Board of Directors

Jamie Trowbridge

Yankee Publishing

President and CEO

Dublin, NH, USA

# ESOP# Board of Directors# Family Business

Jim Massey

Morgan Stanley

Senior Vice President, Financial Advisor

Dallas, TX, USA

# 1042 rollover# ESOP# M&A# Due Diligence+5 more

Patty Viafara

Nexus Community Partners

Director - Worker Ownership Initiative

Minneapolis, MN, USA

# EO Advisor# Deal Team

Daniel Reser

Fiduciary Services

President

San Rafael, CA, USA

# Repurchase Obligation# EO Fiduciary# ESOP# Due Diligence+3 more

Chris Johnson

Uncubed

Senior Vice President Finance Administration at TMI Systems Corporation

Dickinson, ND, USA

# ESOP# Board of Directors# EO Accounting

Scott Moon

The Baker Project

Strategic Business Advisor

Philadelphia, PA, USA

# EO Advocacy

Josh Billiard

Plante Moran

Partner, EO Accounting and Transaction Expert

Fort Collins, CO, USA

# ESOP# M&A# Due Diligence# Feasibility Study+2 more

Maru Bautista

Center for Family Life

Cooperative Development Consultant

Brooklyn, NY, USA

# Franchise

Charles Coyne

Empire Valuation Consultants

Managing Director

New York, NY, USA

# Business Valuation# ESOP# M&A# Due Diligence+2 more

Christopher Kramer

Acuity Advisors

Managing Director

Santa Ana, CA, USA

# Business Valuation# ESOP# M&A# Feasibility Study+3 more

Adam Sigman

West Virginia Center for Employee Ownership (WVCEO)

Executive Director, West Virginia Center for Employee Ownership

Charleston, WV, USA

Talk it through.

Talk it through.

Find the business experts you need

Robert Schatz

Tyler Rivera

Richard Glassman

John A. Kober

Jessica Brandenburg

Steven M Shank

Kevin Long

Blake Head

James Moser

Kirsten Kennedy

Georgeann Snead

John Carroll

Andrew Delmonte

Wayne Fjeld

Michael Krucker

Himanshu Chaudhry

Scot Storjohann

Elizabeth Goltermann

Brad Archibald

Jamie Trowbridge

Jim Massey

Patty Viafara

Daniel Reser

Chris Johnson

Scott Moon

Josh Billiard

Maru Bautista

Charles Coyne

Christopher Kramer

Adam Sigman

People in The Grid

Find the business experts you need

Robert Schatz

Tyler Rivera

Richard Glassman

John A. Kober

Jessica Brandenburg

Steven M Shank

Kevin Long

Blake Head

James Moser

Kirsten Kennedy

Georgeann Snead

John Carroll

Andrew Delmonte

Wayne Fjeld

Michael Krucker

Himanshu Chaudhry

Scot Storjohann

Elizabeth Goltermann

Brad Archibald

Jamie Trowbridge

Jim Massey

Patty Viafara

Daniel Reser

Chris Johnson

Scott Moon

Josh Billiard

Maru Bautista

Charles Coyne

Christopher Kramer

Adam Sigman