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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.

Join The Grid

RR

Rebeca Rangel at Y

Y & H Soda Foundation
—
San Francisco, CA, USA
# EO Advisor

SG

Sandy Goldman

Vancouver Co-op Radio
—
—
# EO Advisor

SS

Sharon Senko

Asian Pacific Islander Small Business Collaborative
—
Los Angeles, CA, USA
# EO Advisor

SC

Sue Crockett

Minnesota Employee Ownership Center (MNCEO)
—
—
# EO Advisor

AS

Anja Simic

Deel
—
—
# EO Communication

BJ

Barry J Berkowitz

International Business Brokers Association (IBBA)
—
—
# M&A

BS

Bina Smith

Palmer-Donavin Holdings
—
—
# EO Communication

DT

Denise Tugade

SEIU-United Healthcare Workers (UHW)
—
—
# EO Advisor

DP

Derek Peebles

Designed Learning
—
—
# Servant Leadership

JG

Jay Goltz

Goltz Group
—
—
# EO Skeptic

JK

Jeff Kim

The California Wellness Foundation
—
—
# EO Advisor

JH

Jess Helvik

First International Bank & Trust
—
—
# Investment Bank

KM

Kathleen Mcinerney Kane

Praxis Consulting Group
—
—
# Succession Planning

KJ

Kylie Jackson

The Great Game of Business
—
—
# Open-Book Management

LS

Lindsay Shafer

Praxis Consulting Group
—
—
# DEI

LP

Lucas Pelner

Chartwell
—
—
# Executive Compensation

MD

Matt Dennison

Chartwell
—
—
# Investment Bank

NP

Nelson Parrish, II

Praxis Consulting Group
—
—
# Succession Planning

RF

Rodney Foxworth

Worthmore
—
—
# EO Advisor

SB

Steve Baker

The Great Game of Business
—
—
# Open-Book Management

Showing 121 to 140 of 140 results

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Jun 2026

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