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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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BB

Brian Becker

Frontier, ND, USA
CFO
# Budget# ESOP# Repurchase Obligation# EO Accounting+2 more
Focus on EO :Exclusive
Organization :—
Services offered :
—

CE

Chris E. Best

Kissimmee, FL, USA
Managing Director
# Transaction Complexity# ESOP# Business Valuation# Feasibility Study
Focus on EO :Exclusive
Organization :Acclaro Valuation Advisors
Services offered :—

CC

Christine Curella

New York, NY, USA
Economic Development Consultant;
# Woman Owned Business# DEI# Veteran Owned Small Business# Minority Owned Business+1 more
Focus on EO :Not Yet
Organization :Economic Development Consultant
Services offered :—
Curt Lyon's profile picture

Curt Lyon

New York, NY, USA
Executive Director at Transform Finance
# EO Advisor
Focus on EO :Exclusive
Organization :Transform Finance
Services offered :EO Fund

DG

Dan Goldstein

St. Paul, MN, USA
Senior Marketing Associate
# Worker Co-op
Focus on EO :—
Organization :Improve Group
Services offered :—

DL

Dan Luzietti

Englewood, CO, USA
CFO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Hercules Industries
Services offered :—

DL

David L DiPersio

Newport News, VA, USA
CFO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Warwick Mechanical Group
Services offered :—

DJ

Desa Janise Bubnovich

San Jose, CA, USA
Board Member
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Material Motion
Services offered :—

DW

Don Waltzer

Rochester, NY, USA
CEO
# Ownership Culture# ESOP# S ESOP# Board of Directors
Focus on EO :Exclusive
Organization :H&C Tool Supply Corporation
Services offered :—
Electra Skrzydlewski's profile picture

Electra Skrzydlewski

—
Director of Shared Ownership
# EO Advisor# EO Financing
Focus on EO :Exclusive
Organization :Metropolitan Consortium of Community Developers
Services offered :—

EH

Emily Holdman

Columbia, MO, USA
Managing Director at Permanent Equity
# Private Equity
Focus on EO :—
Organization :Permanent Equity
Services offered :—
Eric Grimstead's profile picture

Eric Grimstead

Bellingham, WA, USA
Certified Business Advisor
# SBDC
Focus on EO :Partial
Organization :Western Washington University Small Business Development Center (WWU SBDC)
Services offered :Financial Modeling, Mergers & Acquisitions (M&A)

EG

Erick Garcia

Irvine, CA, USA
CFO
# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Morley Builders
Services offered :—

EQ

Eric Quinn

Orlando, FL, USA
Interim Integrator and Integrator coach for visionary leaders of companies running on EOS®
# Ownership Culture# Board of Directors
Focus on EO :Not Yet
Organization :Navigator Consulting
Services offered :—

IF

Isa Fernández

San Antonio, TX, USA
Certified Business Advisor
# EO Advisor# SBDC# Deal Team
Focus on EO :Not Yet
Organization :San Antonio Small Business Development Center
Services offered :—

JJ

Jeffry James Volk

West Fargo, ND, USA
CEO
# Trustee# Ownership Culture# EO Accounting# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Moore Holding Company
Services offered :—

JM

J. Michael Keeling

Washington, DC, USA
Former CEO, Government Relations Expert, Motivational Speaker, Consutlant at JMK-Way, LLC
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :The ESOP Association (TEA)
Services offered :—

JP

Joel Phillips

Pocatello, ID, USA
Principal
# Trustee# IRA# Due Diligence# ESOP
Focus on EO :Exclusive
Organization :Fiduciary Services
Services offered :—

JM

Josh Maurer

Des Moines, IA, USA
CFO
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Cemen Tech
Services offered :—

LA

Larry A Boik

Naperville, IL, USA
CEO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :D4 Solutions
Services offered :—

LI

Lindy Ireland

Des Moines, IA, USA
VP
# ESOP# Business Valuation# Feasibility Study
Focus on EO :Exclusive
Organization :BCC Advisers
Services offered :—

MB

Maru Bautista

Brooklyn, NY, USA
Cooperative Development Consultant
# Franchise
Focus on EO :Exclusive
Organization :Center for Family Life
Services offered :—

MJ

McKenzie Jones

Ithaca, NY, USA
Director of Tribeworks
# EO Advisor
Focus on EO :Not Yet
Organization :Obran Cooperative
Services offered :—

MM

Michael Morosi

Nashville, TN, USA
Private Equity Investor / Catalyzing Employee Ownership
# EO Advisor
Focus on EO :—
Organization :Southeast Acquisition Capital
Services offered :—

MC

Monica Colgan

Seattle, WA, USA
Founder & Small Business Consultant
# EO Curious
Focus on EO :Not Yet
Organization :Launch Industries
Services offered :—

NM

Nancy McClelland

Chicago, IL, USA
Owner/Accounting Consultant
# EO Entity# CPA# Chart of Accounts
Focus on EO :Not Yet
Organization :The Dancing Accountant
Services offered :—

NR

Natalie Reitman-White

Kimberley, British Columbia, CAN
Founder & Principal
# EOT# Perpetual Purpose Trust# EO Communication# Ownership Culture
Focus on EO :Partial
Organization :Purpose Trust Ownership Network (PTON)
Services offered :—

NB

Nate Bower

Chalfont, PA, USA
President
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Not Yet
Organization :Rebling
Services offered :—

PL

Priscilla Luzader Pipho

Georgetown, TX, USA
Partner
# EO Leadership# Servant Leadership# EO Communication# Ownership Culture
Focus on EO :Not Yet
Organization :Balanced Culture Consulting
Services offered :Conflict Resolution Training

RL

Rebecca Lurie

New York, NY, USA
Program Director at Community & Worker Ownership Project
# EO Advisor
Focus on EO :Exclusive
Organization :CUNY School of Labor and Urban Studies Community & Worker Ownership Project
Services offered :EO Research, Worker Co-op 101

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