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Mark Wald's profile picture

Mark Wald

Los Angeles, CA, USA
CFO // problem solver // advisor
# Cap Table (Cap Stack)# Due Diligence# CPA# Business Valuation+6 more
Focus on EO :Partial
Organization :
SPRCHRGR
Services offered :Commercial Banking, Lending, Underwriting, Private Equity, Search Fund, Holding Company, SBA 7(a) Loans, USDA Loans, SBIC, Business Plan, Business Process Documentation, Financial Modeling, Payroll and HR Policies, Accounting & Taxation, Mergers & Acquisitions (M&A)
Bimmy Dhanapala's profile picture

Bimmy Dhanapala

Los Angeles, CA, USA
CFO
# Succession Planning# EOT# EO Advisor# Impact Investing+9 more
Focus on EO :Exclusive
Organization :Infinity Point CDFI
Services offered :SBA 7(a) Loans, USDA Loans, SBIC, Post Conversion Operations, Employee Retirement Income Security Act (ERISA), Estate and Tax Planning, Leadership Development, Open Book Management, EO Communication, ESOP, Feasibility Studies, Accounting & Taxation, Investment Banking, Deal Structuring, Mergers & Acquisitions (M&A), Board Basics, Successor Training, Funding Technical Assistance
Matthew Epperson's profile picture

Matthew Epperson

Athens, GA, USA
Local Outreach Coordinator at Georgia Center for Employee Ownerwship
# Investment Co-op# EO Fees# EO Plan Design# Co-op Principle 7+27 more
Focus on EO :Exclusive
Organization :Georgia Cooperative Development Center
Services offered :—
Frank Cetera's profile picture

Frank Cetera

Syracuse, NY, USA
Business Transfers Program Director
# EO Advisor# Worker Co-op# Broad-based Employee Ownership
Focus on EO :Exclusive
Organization :Workers to Owners Collaborative (W2O)
Services offered :Community Development Financial Institution (CDFI), Member Participation, Cooperative Development, Leadership Development, Financial Modeling, Worker Co-op 101
Howard Kaplan's profile picture

Howard Kaplan

Atlanta, GA, USA
CEO at Kaplan Fiduciary Group
# EO Advisor
Focus on EO :Exclusive
Organization :Kaplan Fiduciary Group
Services offered :Expert Witness Assignment, Leadership Development, Onboarding & Orientation, ESOP, Board Basics
Marc Tognotti, Ph.D.'s profile picture

Marc Tognotti, Ph.D.

San Francisco, CA, USA
President & Co-Founder
# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Organization :Infinity Point CDFI
Services offered :Private Equity, Search Fund, Holding Company, Conflict Resolution Training, Leadership Development, Open Book Management, EO Communication, ESOP, Feasibility Studies, Successor Training
Deborah Farrell's profile picture

Deborah Farrell

Berkeley, CA, USA
Workplace Democracy Consultant
# Worker Owner# Succession Planning# EO Leadership# Non-Founder Management Team+3 more
Focus on EO :Exclusive
Organization :—
Services offered :Post Conversion Operations, Board Basics, Successor Training, Worker Co-op 101

MS

Mark Smith

Graeagle, CA, USA
Independent Director - ESOP's and Owner at Summit Business Advisors.
# Executive Compensation# EO Audits# Quadratic Voting# ESOP+3 more
Focus on EO :Exclusive
Organization :Arrow Media
Services offered :—

JV

Jack Veale

West Hartford, CT, USA
Founder
# Succession Planning# EO Advisor# Executive Transition# Feasibility Study
Focus on EO :Not Yet
Organization :Esopmarketplace.com
Services offered :—
Miles Mudzviti's profile picture

Miles Mudzviti

—
Founder & Director
# Succession Planning# EOT# EO Case Study# EO Advocacy
Focus on EO :Exclusive
Organization :EO Sector
Services offered :Member Participation, EO Communication, EO Research, EOT

RB

Robert Brown

Vorehees, NJ, USA
CEO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :American Asphalt Company
Services offered :—

AB

Anne-Claire Broughton

Durham, NC, USA
Principal at Broughton Consulting LLC
# Succession Planning# EO Advisor# Open-Book Management
Focus on EO :Not Yet
Organization :Broughton Consulting
Services offered :Open Book Management, Successor Training

ES

Erich Schmid

Hilton Head Island, SC, USA
Founder, CEO, President
# Succession Planning# ESOP# Board of Directors# M&A
Focus on EO :Exclusive
Organization :Business Intermediary Services
Services offered :—

JJ

Jeffrey Jamerino

Troy, MI, USA
President and CEO | Board Member | ESOP Expert | M&A Expert
# Ownership Culture# ESOP# EO Accounting# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Panelmatic
Services offered :—
Kyler Gilbert's profile picture

Kyler Gilbert

Honolulu, HI, USA
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
# Succession Planning# Family Business# Family Ownership
Focus on EO :Partial
Organization :Business Consulting Resources
Services offered :Private Equity, Search Fund, Holding Company, Leadership Development, Exit Planning, Mergers & Acquisitions (M&A), Successor Training

SG

Sam Gray

Richmond, VA, USA
Managing Partner at Liszka & Gray, LLC
# EO Advisor# Deal Team
Focus on EO :Exclusive
Organization :Pinemill Partners
Services offered :Drafting Articles & Bylaws, Mergers & Acquisitions (M&A)
Tim Rettig's profile picture

Tim Rettig

Cincinnati, OH, USA
CTO
# Holding Company# Ownership Culture# ESOP# EO Advocacy
Focus on EO :Partial
Organization :3Ls
Services offered :—
Alexandra Devendra's profile picture

Alexandra Devendra

Portland, OR, USA
Attorney, Founder
# Employee-Led Buyout# EOT# Bylaws# Due Diligence+4 more
Focus on EO :Partial
Organization :Aligned Law
Services offered :—
Ashish Agrawal's profile picture

Ashish Agrawal

Palo Alto, CA, USA
Founder @ Zolidar; 2x-Google, x-Matterport
# EO Leadership
Focus on EO :Exclusive
Organization :Zolidar
Services offered :—

CJ

Chris Johnson

Dickinson, ND, USA
Senior Vice President Finance Administration at TMI Systems Corporation
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Uncubed
Services offered :—

DO

Deborah Olson

Hanover, NH, USA
Expert EO Attorney
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more
Focus on EO :Exclusive
Organization :MLG Foundation
Services offered :—

FJ

Foster James McCarl

Leesville, SC, USA
Independent Board Member / Business Strategist / Consultant
# Ownership Culture# Board of Directors
Focus on EO :Exclusive
Organization :New Enterprise Stone and Lime Company
Services offered :—

HC

Haydee Caldero

Chicago, IL, USA
President
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Illinois Center for Employee Ownership
Services offered :—
Loren Rodgers's profile picture

Loren Rodgers

Oakland, CA, USA
Executive Director
# EO Plan Design# Succession Planning# Executive Compensation# Employee Retention+6 more
Focus on EO :Exclusive
Organization :—
Services offered :—

PO

Patrick O'Brien

Lakewood, CO, USA
Internal Trustee and Employee Owner
# EO Administration# EO Fiduciary# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Organization :OB3
Services offered :—

SL

Scott Leach

Austin, TX, USA
Director
# Succession Planning# Transaction Complexity# Due Diligence# ESOP+3 more
Focus on EO :Exclusive
Organization :BDO USA
Services offered :—
Turner Wyatt's profile picture

Turner Wyatt

—
Co-Founder
# Community Wealth Building
Focus on EO :—
Organization :SmallCapital
Services offered :Private Equity, Search Fund, Holding Company, Post Conversion Operations, EOT, Financial Modeling, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Funding Technical Assistance

AK

Ann Kim

Chicago, IL, USA
VP/ Financial Advisor with the ESOP Group
# 1042 rollover# Trustee# Post Transaction# QRP+2 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—

BH

Blake Head

Atlanta, GA, USA
Managing Director-ESOP Advisory Services Leader
# Succession Planning# Non-Leveraged EO# Transaction Complexity# ESOP+3 more
Focus on EO :Exclusive
Organization :BDO USA
Services offered :—

CC

Charles Coyne

New York, NY, USA
Managing Director
# Due Diligence# ESOP# Business Valuation# EO Financing+2 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

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