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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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Evan Edwards's profile picture

Evan Edwards

Los Angeles, CA, USA
Chief Executive Officer
# EOT# Ownership Culture# ESOP# EO Advocacy+1 more
Focus on EO :Exclusive
Organization :Project Equity
Services offered :—
Fred Kaplan's profile picture

Fred Kaplan

Philadelphia, PA, USA
M&A Advisor
Focus on EO :—
Organization :Stony Hill Advisors
Services offered :Exit Planning, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Mergers & Acquisitions (M&A)

GS

Georgeann Snead

Lynchburg, VA, USA
CEO
# Ownership Culture# ESOP# Repurchase Obligation# EO Accounting+1 more
Focus on EO :Exclusive
Organization :Electronic Design & Manufacturing
Services offered :—
Hannah Sandmeyer's profile picture

Hannah Sandmeyer

Portland, OR, USA
Founder & CEO
# M&A
Focus on EO :Partial
Organization :Up & Over Advisors
Services offered :Mergers & Acquisitions (M&A)

HA

Hilary Abell

Washington, DC, USA
Chief of Division of Employee Ownership
# DOL# EBSA# EO Advocacy
Focus on EO :Exclusive
Organization :US Department of Labor (DOL)
Services offered :—

JM

James Moser

Spokane, WA, USA
Partner
# EO Plan Termination# ERISA# ESOP# EO Financing+1 more
Focus on EO :Exclusive
Organization :ESOP Plus: Schatz Brown Glassman LLP
Services offered :—

JM

John Marr

Ann Arbor, MI, USA
Chief Operating Officer and Board Secretary
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Limno-Tech
Services offered :—

JB

Josh Billiard

Fort Collins, CO, USA
Partner, EO Accounting and Transaction Expert
# Succession Planning# Due Diligence# ESOP# EO Accounting+2 more
Focus on EO :Exclusive
Organization :Plante Moran
Services offered :—
Marie Davis's profile picture

Marie Davis

Woodstock, GA, USA
Executive Director at GACEO
# EO Advisor
Focus on EO :Exclusive
Organization :Georgia Center for Employee Ownership
Services offered :ESOP, Worker Co-op 101

MS

Martin Staubus

Solana Beach, CA, USA
Chairman
# EO Advisor# Ownership Culture# Board of Directors
Focus on EO :Exclusive
Organization :Environmental Science Associates
Services offered :—

MC

Matt Cropp

Burlington, VT, USA
Executive Director at VEOC
# EO Advisor
Focus on EO :Exclusive
Organization :Vermont Employee Ownership Center (VEOC)
Services offered :Drafting Articles & Bylaws, EOT, ESOP, Worker Co-op 101

MC

Maureen Cosgrove

Boston, MA, USA
Executive Vice President, Chief Operating Officer
# Trustee# Due Diligence# ESOP# Business Valuation
Focus on EO :Exclusive
Organization :Aegis Trust Company
Services offered :—

MK

Michael Krucker

Detroit, MI, USA
Partner, Employee Benefits Expert
# EO Taxation# ESOP# Feasibility Study
Focus on EO :Exclusive
Organization :Plante Moran
Services offered :—

MM

Mike Mallaro

Waterloo, IA, USA
Executive Chairman of Board
# Ownership Culture# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :VGM Group
Services offered :—

ML

Monica Lawrence

Wynnewood, PA, USA
Corporate Counsel
# EO Litigation# IP# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Organization :—
Services offered :—

NM

Nicholas M. Florio

New York, NY, USA
Business Advisor to Private Companies and Start-ups
# Valuation Gap# Ownership Culture# ESOP# Business Valuation+4 more
Focus on EO :Not Yet
Organization :RiskFin Advisory
Services offered :—

PV

Patty Viafara

Minneapolis, MN, USA
Director - Worker Ownership Initiative
# EO Advisor# Deal Team
Focus on EO :Exclusive
Organization :Nexus Community Partners
Services offered :—

PH

Paul H Silvis

Bellefonte, PA, USA
Head Coach, ESOP innovator
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :SilcoTek
Services offered :—

RF

Robert Frostick

Rockford, MI, USA
Retired CFO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Granco Clark
Services offered :—

RS

Robert Schatz

West Hartford, CT, USA
Partner
# EO Plan Termination# ERISA# ESOP# Feasibility Study
Focus on EO :Exclusive
Organization :ESOP Plus: Schatz Brown Glassman LLP
Services offered :—

SS

Scot Storjohann

Iisle, IL, USA
Senior Vice President
# Trustee# EO Plan Termination# Due Diligence# ESOP+2 more
Focus on EO :Exclusive
Organization :GreatBanc Trust Company
Services offered :—

SS

Stacey Smith

San Francisco, CA, USA
SVP and Head of Programs at Project Equity
# EO Advisor# Worker Co-op
Focus on EO :Exclusive
Organization :Project Equity
Services offered :Feasibility Studies, Financial Modeling, Worker Co-op 101

SG

Susan Gary

Eugene, OR, USA
Professor Emerita
# EOT# Perpetual Purpose Trust# Steward Ownership
Focus on EO :Not Yet
Organization :University of Oregon
Services offered :—

TK

Taylor Knickel

Austin, TX, USA
Director of the TXCEO
# EO Advisor
Focus on EO :Exclusive
Organization :Texas Center for Employee Ownership (TXCEO)
Services offered :EOT, ESOP, Worker Co-op 101

WF

Wayne Fjeld

Seattle, WA, USA
Managing Director
# LLC ESOP# Estate Planning# Family Business# ESOP+3 more
Focus on EO :Exclusive
Organization :Acclaro Valuation Advisors
Services offered :—

WE

William Evans

Hughesville, MD, USA
Financial Manager
# ESOP# EO Accounting# Board of Directors
Focus on EO :—
Organization :Coastal Foods
Services offered :—

AF

Alex Fischer

Brattleboro, VT, USA
Member + Bookkeeper/Consultant/Trainer
# Patronage Dividend
Focus on EO :Exclusive
Organization :A Bookkeeping Cooperative
Services offered :—

AL

Amber Lloyd

Louisville, KY, USA
Managing Member
# EO Administration# Due Diligence# ESOP# Repurchase Obligation+1 more
Focus on EO :Not Yet
Organization :Retirement Management Services
Services offered :—

AW

Amy Weeden

Portland, OR, USA
CEO and Co-founder
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Not Yet
Organization :Propeller
Services offered :—

BR

Bill Rollinson

Raleigh, NC, USA
General Business Counselor at NC SBTDC
# SBDC
Focus on EO :Not Yet
Organization :North Carolina SBTDC
Services offered :—

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