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Business Owners Exploring Succession

Business owners navigating succession planning — exploring ESOP conversions, cooperative transitions, management buyouts, and other ownership transfer paths as part of their exit strategy.

Karl "Charly" Kleissner

# Impact Investing

Hardika Shah

Austin Robey

Juho Makkonen

Co-Founder & CEO

# Platform Cooperative

Rupak Doshi

Co-Founder & CEO

San Diego, CA, USA

R Paul Herman

San Francisco, CA, USA

# Impact Investing

Todd Taskey

Potomac Business Capital

Bethesda, MD, USA

# Impact Investing

Sarah Lin

Guia Collective

New York, NY, USA

Felix Weth

Dragonfriend & Cooperative Entrepreneur

Virginia Berman

Boston, MA, USA

Joel Williamson

Spokane Worker Cooperative

# EO Case Study

Jason Prado

Software Engineer / Org Builder

San Francisco, CA, USA

# EO Case Study

Astrid Scholz

Co-Founder + CFO/COO at ARMILLARIA & co-founder at Zebras Unite

Portland, OR, USA

Patrick Malcor

Louisville, KY, USA

# EO Case Study

Pava LaPere

Baltimore, MD, USA

# EO Case Study

Jen Horonjeff

Savvy Cooperative

Los Angeles, CA, USA

# Platform Cooperative

Jessica Hardwicke

Code for Science & Society

Director of Fiscally Sponsored Projects

# Charitable Organization

Tobias McNulty

# Worker Co-op# EO Case Study

Brian Oblinger

Strategic Consultant

Denver, CO, USA

Joshua Danielson

Director of Product Management, Data Products

San Francisco, CA, USA

Melinda Paras

Paras and Associates (PAA)

# EOT# EO Case Study

Rachel Battles

Happy Earth Cleaning Co-op

# EO Case Study

Preston Martin

Bicycle Technologies International

# EO Case Study

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