List of employee ownership experts

Scott Leach

BDO USA

Director

Austin, TX, USA

# ESOP# M&A# Due Diligence# Feasibility Study+3 more

Terry Leahy

MyPath

President and CEO

Whitefish Bay, WI, USA

# ESOP# Ownership Culture# Board of Directors

Tom Murphy

Prudent Fiduciary Services

Associate Vice President

St. Paul, MN, USA

# EO Fiduciary# ESOP# Due Diligence# EO Financials+1 more

John E. Johnson

John E Johnson

Business Appraiser and Valuation Expert

Incline Village, NV, USA

# EO Litigation# ESOP# M&A# Due Diligence+1 more

Jeremy Romanul

Massachusetts Center for Employee Ownership (MassCEO)

Program Administrator, MassCEO Technical Assistance Stipend Program

Boston, MA, USA

Alyssa Duany

Florida Center for Employee Ownership (FLCEO)

Director, Florida Center for Employee Ownership

Alison Lingane

Ownership Capital Lab

Employee ownership expert, Ashoka Fellow, Heinz Award for the Economy

Berkeley, CA, USA

# EO Financing# EO Advocacy

Mark J. Tabak

World Travel

CEO

Lafayette Hill, PA, USA

# Ownership Culture# Board of Directors# EO Accounting

George W. Bud Walters

Pieper Houston ElectricLP

CEO

Houston, TX, USA

# ESOP# Ownership Culture# Board of Directors

James R Socha

Satellite Services

CFO

Marquette, MI, USA

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

Stephanie Perry

Project Equity

Head of Finance and Administration, Project Equity

Susan Kildahl

NHS Northstar

Chief Financial Officer

Duluth, MN, USA

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

Shannon P. Pratt

Business valuation author

Portland, OR, USA

Alex Fischer

A Bookkeeping Cooperative

Member + Bookkeeper/Consultant/Trainer

Brattleboro, VT, USA

# Patronage Dividend

Stacey Smith

Project Equity

SVP and Head of Programs at Project Equity

San Francisco, CA, USA

# Worker Co-op# EO Advisor

Charita Bush

Kta-Tator Inc. Employee Stock Ownership Trust

Corporate Training Manager

Pittsburgh, PA, USA

# ESOP# Ownership Culture# Board of Directors

Victor Alam

Menke & Associates

Senior Corporate Counsel

Burlingame, CA, USA

# ESOP

Jade Palermo

Empire Valuation Consultants

Director

Boston, MA, USA

# Business Valuation# ESOP# M&A# Due Diligence+5 more

Scott Freund

Blue Ridge ESOP Associates

Managing Director

Appleton, WI, USA

# ESOP# DOL# ERISA# EO Audits

Haydee Caldero

Illinois Center for Employee Ownership (ILCEO)

Vice President, GreatBanc Trust Company

Chicago, IL, USA

# ESOP# Board of Directors# EO Accounting

Ann Kim

Morgan Stanley

VP/ Financial Advisor with the ESOP Group

Chicago, IL, USA

# 1042 rollover# Family Office# QRP# Qualified Retirement Plan+2 more

Paul H Silvis

Restek Corporation

Head Coach, ESOP innovator

Bellefonte, PA, USA

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

Dorian Gregory

Cooperative Fund of the Northeast (CFNE)

Deputy Executive Director, Cooperative Fund of the Northeast

William (Bill) Obrien

Morgan Stanley

Corporate Client Group Director

Chicago, IL, USA

# 1042 rollover# Family Office# QRP# Succession Planning+3 more

Ben Holder

Plastic Products Company

CEO President

# ESOP# Ownership Culture# Board of Directors

Merri Ash

Internal Trustee

ESOP Advisor

Mesa, AZ, USA

# ESOP# Board of Directors# Trustee# Post Transaction

Todd Klimas

Wilson Electric Services

President and Employee Owner

Tempe, AZ, USA

# Business Valuation# EO Fiduciary# ESOP# Ownership Culture+7 more

Ana Jamborcic

Socialroots

Product Strategist and Co-Founder

Seattle, WA, USA

# Worker Co-op# Platform Cooperative

Mike Mallaro

VGM Group

Executive Chairman of Board

Waterloo, IA, USA

# Ownership Culture# Board of Directors# EO Accounting

Scott Murphy

Morrison-Maierle

CEO and President

Helena, MT, USA

# ESOP# Ownership Culture# Board of Directors

Talk it through.

Talk it through.

Find the business experts you need

Scott Leach

Terry Leahy

Tom Murphy

John E. Johnson

Jeremy Romanul

Alyssa Duany

Alison Lingane

Mark J. Tabak

George W. Bud Walters

James R Socha

Stephanie Perry

Susan Kildahl

Shannon P. Pratt

Alex Fischer

Stacey Smith

Charita Bush

Victor Alam

Jade Palermo

Scott Freund

Haydee Caldero

Ann Kim

Paul H Silvis

Dorian Gregory

William (Bill) Obrien

Ben Holder

Merri Ash

Todd Klimas

Ana Jamborcic

Mike Mallaro

Scott Murphy

People in The Grid

Find the business experts you need

Scott Leach

Terry Leahy

Tom Murphy

John E. Johnson

Jeremy Romanul

Alyssa Duany

Alison Lingane

Mark J. Tabak

George W. Bud Walters

James R Socha

Stephanie Perry

Susan Kildahl

Shannon P. Pratt

Alex Fischer

Stacey Smith

Charita Bush

Victor Alam

Jade Palermo

Scott Freund

Haydee Caldero

Ann Kim

Paul H Silvis

Dorian Gregory

William (Bill) Obrien

Ben Holder

Merri Ash

Todd Klimas

Ana Jamborcic

Mike Mallaro

Scott Murphy