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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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Jenny Everett's profile picture

Jenny Everett

Austin, TX, USA
Co-Founder, Purpose Trust Ownership Network
# EOT# Perpetual Purpose Trust# EO Advisor# Steward Ownership
Focus on EO :Partial
Organization :Purpose Trust Ownership Network (PTON)
Services offered :—

JM

Jim Massey

Dallas, TX, USA
Senior Vice President, Financial Advisor
# 1042 rollover# Trustee# Post Transaction# QRP+5 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—

JA

John A. Kober

Dallas, TX, USA
Managing Partner
# Executive Compensation# Family Business# Due Diligence# ESOP+3 more
Focus on EO :Exclusive
Organization :Morgan, Lewis & Bockius LLP
Services offered :—

JE

John E. Johnson

Incline Village, NV, USA
Business Appraiser and Valuation Expert
# EO Litigation# Due Diligence# ESOP# Feasibility Study+1 more
Focus on EO :Exclusive
Organization :John E Johnson
Services offered :—
John Hamilton's profile picture

John Hamilton

Concord, New Hampshire, USA
Business Advisor for Founder and Leadership Teams
Focus on EO :Partial
Organization :Hamilton Associates LLC
Services offered :Post Conversion Operations, Leadership Development, Successor Training

KS

Kerry Siggins

Durango, CO, USA
CEO
# Trustee# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Stoneage
Services offered :—

LS

Lauren Sharkey

Honolulu, HI, USA
Partner
# EO Litigation# Executive Compensation# ERISA# Due Diligence+2 more
Focus on EO :Not Yet
Organization :Case Lombardi
Services offered :—
Luke Hoffman's profile picture

Luke Hoffman

Winston-Salem, NC, USA
Director of Programs, NC Employee Ownership Center
# Succession Planning# EO Advisor# EO Advocacy
Focus on EO :Exclusive
Organization :North Carolina Employee Ownership Center (NCEOC)
Services offered :EOT, ESOP, Worker Co-op 101
Marion Champoux-Pellegrin's profile picture

Marion Champoux-Pellegrin

—
Rural Employee Ownership Director
Focus on EO :Exclusive
Organization :Rocky Mountain Employee Ownership Center (RMEOC)
Services offered :Drafting Articles & Bylaws, Post Conversion Operations, Cooperative Development, Conflict Resolution Training, Financial Literacy, Open Book Management, EOT, Feasibility Studies, Board Basics, Successor Training, Funding Technical Assistance, Worker Co-op 101

ML

Mark Lewis

Forest Grove, OR, USA
Retired Trustee (prev. CEO)
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Woodfold Marco Manufacturing
Services offered :—

ML

Martha L. Sullivan

Madison, WI, USA
Consultant and President
# Succession Planning# Family Business# ESOP# EO Accounting+1 more
Focus on EO :Exclusive
Organization :Provenance Hill Consulting
Services offered :—
Michael Kramer's profile picture

Michael Kramer

San Francisco, CA, USA
Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor
# Perpetual Purpose Trust# Impact Investing# Alternative Ownership Enterprise
Focus on EO :Partial
Organization :Natural Investments
Services offered :Impact Investor, EOT

MQ

Michael Quarrey

Marlborough, MA, USA
Vice President, Corporate Development
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Web Industries
Services offered :—
Nathan Schneider 's profile picture

Nathan Schneider

Denver, CO, USA
Assistant Professor
# EO Advisor
Focus on EO :Not Yet
Organization :University of Colorado Boulder
Services offered :—

PJ

Patrick J. Swanick

Haverford, PA, USA
Board Chairman - Cramer Fish Sciences (CFS); Board Member - The Tom Lange Company; Board Member - Orchard & Vineyard Supply (OVS)
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Tom Lange Company
Services offered :—

PH

Phillip Hayes

Melbourne, FL, USA
Partner at Berman Hopkins CPAs & Associates, LLP
# EO Advisor# Deal Team# CPA
Focus on EO :Exclusive
Organization :Berman Hopkins CPAs & Associates, LLP
Services offered :ESOP Third Party Administrator (TPA), ESOP, Feasibility Studies

SB

Samuel Brownell

Washington, DC, USA
Founder & CEO
# EO Advisor# Business Valuation# M&A
Focus on EO :Exclusive
Organization :Stratus Business Advisors
Services offered :EO Fund, EO Communication, Business Valuation & Appraisals

SD

Sheri Darby

Louisville, KY, USA
CFO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Walker Mechanical Contractors
Services offered :—

SO

Stephanie Olexa

Hellertown, PA, USA
Governance Professional and Board Director
# EO Fiduciary# Ownership Culture# ESOP# EO Accounting+2 more
Focus on EO :Not Yet
Organization :Lead to the Future Sustainable Business Consulting
Services offered :—

TL

Terry Leahy

Whitefish Bay, WI, USA
President and CEO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :NHS Northstar
Services offered :—

TK

Todd Klimas

Tempe, AZ, USA
President and Employee Owner
# Succession Planning# Trustee# DOL# EO Fiduciary+7 more
Focus on EO :Exclusive
Organization :Wilson Electric Services
Services offered :—

AP

Aaron Pryor

Omaha, NE, USA
Managing Director
# ESOP# Business Valuation# Feasibility Study
Focus on EO :Exclusive
Organization :Acclaro Valuation Advisors
Services offered :—
Amit Kothari, MBA's profile picture

Amit Kothari, MBA

Newport Beach, CA, USA
CEO | Strategic Growth Visionary & Executive Mentor
# ExecutiveCoaching# LeadershipDevelopment# FractionalCLevel# StrategyConsulting+1 more
Focus on EO :Partial
Organization :Kothari Leadership Enterprises
Services offered :—

AD

Andrew Delmonte

Buffalo, NY, USA
Executive Director
# SBA# CDFI# Worker Co-op
Focus on EO :Exclusive
Organization :Cooperation Buffalo
Services offered :—

CD

Charlie Daugherty

Pella, IA, USA
Vice President of Finance/Chief Financial Officer
# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Precision Pulley & Idler
Services offered :—
Dallas Shelby's profile picture

Dallas Shelby

Indianapolis, IN, USA
Director, Communications & Marketing at Project Equity
# EO Communication# EO Advocacy
Focus on EO :Not Yet
Organization :EO Equals
Services offered :—

DG

Daniel Goldstein

Norfolk, VA, USA
CEO
# EO Advisor# Ownership Culture# ESOP# EO Accounting+1 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 :—
Eduardo Cabral's profile picture

Eduardo Cabral

College Park, MD, USA
Associate Partner | Investor
# EO Advisor
Focus on EO :Partial
Organization :Triple Beam Advisors
Services offered :—

EV

Elena Vasconez

Denver, CO, USA
Associate Director
# SBA# Worker Co-op
Focus on EO :Not Yet
Organization :Aurora-South Metro Small Business Development Center
Services offered :—

ER

Emily Rickard

Philadelphia, PA, USA
Legal Associate at Morgan, Lewis & Bockius LLC
# ERISA
Focus on EO :Not Yet
Organization :Morgan, Lewis & Bockius LLP
Services offered :Employee Retirement Income Security Act (ERISA)

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