Business Advisors for Succession & Employee Ownership
Advisors who guide business owners through strategic planning for ownership transitions — evaluating succession options, assessing readiness for employee ownership, and coordinating with transaction teams on ESOP, EOT, or cooperative paths.
Mark Wald
SPRCHRGR
CFO // problem solver // advisor
Los Angeles, CA, USA
# Cap Table (Cap Stack)# Due Diligence# CPA# Business Valuation+6 more
Bimmy Dhanapala
Infinity Point CDFI
CFO
Los Angeles, CA, USA
# Succession Planning# EOT# EO Advisor# Impact Investing+9 more
Matthew Epperson
Georgia Cooperative Development Center
Local Outreach Coordinator at Georgia Center for Employee Ownerwship
Athens, GA, USA
# Investment Co-op# EO Fees# EO Plan Design# Co-op Principle 7+27 more
JV
Jack Veale
Esopmarketplace.com
Founder
West Hartford, CT, USA
# Succession Planning# EO Advisor# Executive Transition# Feasibility Study
Kyler Gilbert
Business Consulting Resources
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
Honolulu, HI, USA
# Succession Planning# Family Business# Family Ownership
Tim Rettig
3Ls
CTO
Cincinnati, OH, USA
# Holding Company# Ownership Culture# ESOP# EO Advocacy
PO
Patrick O'Brien
OB3
Internal Trustee and Employee Owner
Lakewood, CO, USA
# EO Administration# EO Fiduciary# Ownership Culture# ESOP+2 more
Kristin Forde
University of Wisconsin Center for Cooperatives (UWCC)
Cooperative Development Specialist at UWCC
Madison, WI, USA
# EO Advisor
Michael Balstad
Bizleavable
Founding CEO
Nashville, TN, USA
# EO Advisor
DM
Dan Markowitz
Boulay LLP
Partner, Board Member
Eden Prairie, MN, USA
# Succession Planning# Post Transaction# Due Diligence# Repurchase Obligation+2 more
DS
Drew Schaefer
SCJ Fiduciary Services
Independent Trustee
Smithfield, KY, USA
# Trustee# EO Financials# EO Fiduciary# Due Diligence+1 more
FD
Felix Danciu
Elmcore Securities
CEO
Chicago, IL, USA
# Ownership Culture# ESOP# Board of Directors# M&A
JE
John E. Johnson
John E Johnson
Business Appraiser and Valuation Expert
Incline Village, NV, USA
# EO Litigation# Due Diligence# ESOP# Feasibility Study+1 more
John Hamilton
Hamilton Associates LLC
Business Advisor for Founder and Leadership Teams
Concord, New Hampshire, USA
ML
Martha L. Sullivan
Provenance Hill Consulting
Consultant and President
Madison, WI, USA
# Succession Planning# Family Business# ESOP# EO Accounting+1 more
SO
Stephanie Olexa
Lead to the Future Sustainable Business Consulting
Governance Professional and Board Director
Hellertown, PA, USA
# EO Fiduciary# Ownership Culture# ESOP# EO Accounting+2 more
AP
Aaron Pryor
Acclaro Valuation Advisors
Managing Director
Omaha, NE, USA
# ESOP# Business Valuation# Feasibility Study
AD
Andrew Delmonte
Cooperation Buffalo
Executive Director
Buffalo, NY, USA
# SBA# CDFI# Worker Co-op
Eduardo Cabral
Triple Beam Advisors
Associate Partner | Investor
College Park, MD, USA
# EO Advisor
EV
Elena Vasconez
Aurora-South Metro Small Business Development Center
Associate Director
Denver, CO, USA
# SBA# Worker Co-op
GS
Georgeann Snead
Electronic Design & Manufacturing
CEO
Lynchburg, VA, USA
# Ownership Culture# ESOP# Repurchase Obligation# EO Accounting+1 more
MC
Maureen Cosgrove
Aegis Trust Company
Executive Vice President, Chief Operating Officer
Boston, MA, USA
# Trustee# Due Diligence# ESOP# Business Valuation
MK
Michael Krucker
Plante Moran
Partner, Employee Benefits Expert
Detroit, MI, USA
# EO Taxation# ESOP# Feasibility Study
NM
Nicholas M. Florio
RiskFin Advisory
Business Advisor to Private Companies and Start-ups
New York, NY, USA
# Valuation Gap# Ownership Culture# ESOP# Business Valuation+4 more
PV
Patty Viafara
Nexus Community Partners
Director - Worker Ownership Initiative
Minneapolis, MN, USA
# EO Advisor# Deal Team
SS
Scot Storjohann
GreatBanc Trust Company
Senior Vice President
Iisle, IL, USA
# Trustee# EO Plan Termination# Due Diligence# ESOP+2 more
TK
Taylor Knickel
Texas Center for Employee Ownership (TXCEO)
Director of the TXCEO
Austin, TX, USA
# EO Advisor
AF
Alex Fischer
A Bookkeeping Cooperative
Member + Bookkeeper/Consultant/Trainer
Brattleboro, VT, USA
# Patronage Dividend
AL
Amber Lloyd
Retirement Management Services
Managing Member
Louisville, KY, USA
# EO Administration# Due Diligence# ESOP# Repurchase Obligation+1 more
BR
Bill Rollinson
North Carolina SBTDC
General Business Counselor at NC SBTDC
Raleigh, NC, USA
# SBDC
Showing 1 to 30 of 140 results