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Explore rich profiles and real-world contributions from business advisors, employee ownership experts, and all the people who are supporting the future of small and medium-sized businesses.

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DR

Daniel Reser

San Rafael, CA, USA
President
# EO Fiduciary# ERISA# Due Diligence# ESOP+3 more
Focus on EO :Exclusive
Organization :Fiduciary Services
Services offered :—
Ellen G. Frank-Miller's profile picture

Ellen G. Frank-Miller

Chicago, IL, USA
Founder & CEO
# Employee Impact Index
Focus on EO :Exclusive
Organization :Workforce & Organizational Research Center (WORC)
Services offered :Engagement Surveys, Retention Tracking, EO Research

JR

James R Socha

Marquette, MI, USA
CFO
# Ownership Culture# Transaction Complexity# EO Taxation# ESOP+2 more
Focus on EO :Exclusive
Organization :Satellite Services
Services offered :—

JC

John Carroll

Naperville, IL, USA
Independent Director at ESOP owned Companies
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Big Sandy Furniture
Services offered :—

KL

Kevin Long

San Jose, CA, USA
Shareholder/ President/ Employee Benefits Law Group PC
# Trustee# DOL# IRS# Executive Compensation+8 more
Focus on EO :Exclusive
Organization :Employee Benefits Law Group PC
Services offered :—

KS

Kevin Selzer

Denver, CO, USA
Employee Ownership Trust Lawyer
# EOT# Perpetual Purpose Trust# ESOP# Broad-based Employee Ownership
Focus on EO :Partial
Organization :Holland & Hart
Services offered :Estate and Tax Planning
Kristin Forde's profile picture

Kristin Forde

Madison, WI, USA
Cooperative Development Specialist at UWCC
# EO Advisor
Focus on EO :Exclusive
Organization :University of Wisconsin Center for Cooperatives (UWCC)
Services offered :Drafting Articles & Bylaws, Cooperative Development, Conflict Resolution Training, Leadership Development, Onboarding & Orientation, EO Communication, Board Basics, Worker Co-op 101

LL

Lara L. Hemingway

Spokane, WA, USA
Founding Member, Board Member
# ESOP# Board of Directors# M&A
Focus on EO :Not Yet
Organization :Trs Group
Services offered :—
Michael Balstad's profile picture

Michael Balstad

Nashville, TN, USA
Founding CEO
# EO Advisor
Focus on EO :Not Yet
Organization :Bizleavable
Services offered :—

RV

Richard Van Doel

Avon, IN, USA
CEO
# Post Transaction# EO Advisor# ESOP# S ESOP+1 more
Focus on EO :Exclusive
Organization :Performance Validation
Services offered :—

RF

Robert Friedman

Warren, NJ, USA
CFO, President
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Dresner Partners
Services offered :—

SM

Scott Miller

Pewaukee, WI, USA
CEO, Founder, Entrepreneur and Board Member / Founder of ESI Equity
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :ESI Equity
Services offered :—

SB

Sheryl Bayani-Alzona

Los Angeles, CA, USA
Benefits – ESOP Attorney at Employee Benefits Law Group PC
# Trustee# DOL# IRS# Executive Compensation+8 more
Focus on EO :Exclusive
Organization :Employee Benefits Law Group PC
Services offered :—

SK

Susan Kildahl

Duluth, MN, USA
Chief Financial Officer
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :NHS Northstar
Services offered :—

TE

Tracy E. Till

Rochester, NY, USA
Former CEO Independent Board Director
# Executive Compensation# Ownership Culture# EO Committee# ESOP+2 more
Focus on EO :Exclusive
Organization :Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations
Services offered :—

WB

William (Bill) Obrien

Chicago, IL, USA
Corporate Client Group Director
# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—

AW

Ashleigh Walters

Knoxville, TN, USA
Leadership Consultant
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :UT Center for Industrial Services
Services offered :—

BS

Branch Springer

Toledo, OH, USA
CFO
# Ownership Culture# ESOP# Debt Restructuring# EO Accounting+2 more
Focus on EO :Not Yet
Organization :Business Advisory Services
Services offered :—

BH

Brian Hock

Detroit, MI, USA
Managing Director
# Ownership Culture# Transaction Complexity# ESOP# EO Accounting+2 more
Focus on EO :Exclusive
Organization :Greenwich Capital Group
Services offered :—

BB

Brock Barton

White River Junction, VT, USA
Chief Financial Officer
# Trustee# Ownership Culture# ESOP# EO Accounting+1 more
Focus on EO :Exclusive
Organization :King Arthur Baking Company
Services offered :—

CK

Christopher Kramer

Santa Ana, CA, USA
Managing Director
# Preferred Stock# EO Financials# Transaction Complexity# ESOP+3 more
Focus on EO :Exclusive
Organization :Acuity Advisors
Services offered :—

DM

Dan Markowitz

Eden Prairie, MN, USA
Partner, Board Member
# Succession Planning# Post Transaction# Due Diligence# Repurchase Obligation+2 more
Focus on EO :Exclusive
Organization :Boulay LLP
Services offered :—

DS

Drew Schaefer

Smithfield, KY, USA
Independent Trustee
# Trustee# EO Financials# EO Fiduciary# Due Diligence+1 more
Focus on EO :Exclusive
Organization :SCJ Fiduciary Services
Services offered :—

EE

Edward (Ed) Wilusz

Jamison, PA, USA
Managing Director
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+4 more
Focus on EO :Exclusive
Organization :Value Management
Services offered :—

EL

Edward Leventhal

Springfield, OH, USA
President and CEO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Valco Industries
Services offered :—

EG

Elizabeth Goltermann

Elmhurst, IL, USA
Vice Chairman of the Board
# EO Audits# Ownership Culture# ESOP# Audit+2 more
Focus on EO :Exclusive
Organization :Ki Industries
Services offered :—

FD

Felix Danciu

Chicago, IL, USA
CEO
# Ownership Culture# ESOP# Board of Directors# M&A
Focus on EO :Not Yet
Organization :Elmcore Securities
Services offered :—

HC

Harry Cendrowski

Bloomfield Hills, MI, USA
Founding Member and Managing Director
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Cendrowski Corporate Advisors
Services offered :—

IW

Ivy Wan-Beltejar

Rochester, NY, USA
Senior Manager
# EO Financials# Financial Statements# Transaction Complexity# EO Taxation+6 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

JP

Jade Palermo

Boston, MA, USA
Director
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+5 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

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