Business Succession Estate Planners

Bimmy Dhanapala

Infinity Point CDFI

CFO

Los Angeles, CA, USA

# CDFI# EO Fiduciary# Succession Planning# EO Myths+9 more

Samuel Brownell

Stratus Business Advisors

Founder & CEO

Washington, DC, USA

# M&A# EO Advisor# Business Valuation

Allison Curtis

ICA Group

Director of Business Consulting and Conversions

Northampton, MA, USA

# EO Advisor

Daniel Reser

Fiduciary Services

President

San Rafael, CA, USA

# EO Fiduciary# Repurchase Obligation# ESOP# Feasibility Study+3 more

William Evans

Coastal Foods

Financial Manager

Hughesville, MD, USA

# Board of Directors# ESOP# EO Accounting

Jim Massey

Morgan Stanley

Senior Vice President, Financial Advisor

Dallas, TX, USA

# ESOP# Qualified Retirement Plan# 1042 rollover# Trustee+5 more

Charles Coyne

Empire Valuation Consultants

Managing Director

New York, NY, USA

# ESOP# Feasibility Study# M&A# Due Diligence+2 more

Sheri Darby

Walker Mechanical Contractors

CFO

Louisville, KY, USA

# Board of Directors# ESOP# Ownership Culture# EO Accounting

Aaron Pryor

Acclaro Valuation Advisors

Managing Director

Omaha, NE, USA

# ESOP# Feasibility Study# Business Valuation

Scott Leach

BDO USA

Director

Austin, TX, USA

# ESOP# Feasibility Study# Succession Planning# Transaction Complexity+3 more

Shanda McFadden, CEPA

Merrill Lynch Wealth Management

Financial Advisor, Assistant Vice President

Chicago, IL, USA

# Investment Bank

James R Socha

Satellite Services

CFO

Marquette, MI, USA

# Board of Directors# ESOP# Ownership Culture# Transaction Complexity+2 more

John E. Johnson

John E Johnson

Business Appraiser and Valuation Expert

Incline Village, NV, USA

# ESOP# Feasibility Study# EO Litigation# M&A+1 more

Harry Cendrowski

Cendrowski Corporate Advisors

Founding Member and Managing Director

Bloomfield Hills, MI, USA

# Board of Directors# ESOP# Ownership Culture# EO Accounting

Ann Kim

Morgan Stanley

VP/ Financial Advisor with the ESOP Group

Chicago, IL, USA

# Qualified Retirement Plan# 1042 rollover# Trustee# Family Office+2 more

William (Bill) Obrien

Morgan Stanley

Corporate Client Group Director

Chicago, IL, USA

# Qualified Retirement Plan# Succession Planning# 1042 rollover# Trustee+3 more

Charlie Daugherty

Precision Pulley & Idler

Vice President of Finance/Chief Financial Officer

Pella, IA, USA

# Board of Directors# ESOP# EO Accounting

Sulayman Nyang Jr.

Edward Jones

Financial Advisor

Charlotte, NC, USA

# EO Financing

Kristopher Ring

Goodwin Proctor LLP

Debt Finance Equity Partner

Los Angeles, CA, USA

# EO Advisor

Mark Fick

Shared Capital Cooperative

Senior Loan Officer

Minneapolis, MN, USA

# EO Advisor

Ebony Perkins

UnitedHealthcare

Director of Impact Investments | Senior Advisor

—

# ESG# Impact Investing# Philanthropy

Ruth Kassel

Reynders McVeigh Capital Management

Director of Operations, Community Investment Trust

Albany, NY, USA

# EO Advisor

Aurora Griffin

Torana Group

Investment associate

—

# EO Advisor

K.C. Hill

Bresnan

—

Helena, MT, USA

# Board of Directors# ESOP# EO Accounting

Bill Black

ERSI Wealth

Founder at Exit Coach Radio

Orange, CA, USA

# Succession Planning

Steven Suckow, Esq.

BMO Harris Bank

General Counsel, Governance, Government Relations | Director BMO Harris Corporate Advisory

Minneapolis, MN, USA

# EO Advisor

Sarah Lebherz

Columinate

—

Frederick, MD, USA

# EO Advisor

Sandra Guerrero

Veris Wealth Partners

Advisor

El Cerrito, CA, USA

# EO Advisor

Andrea Longton

The Social Justice Investor

CFA, Author

Arlington, VA, USA

# EO Advisor

Shawn Cain

University of Wisconsin-Milwaukee

Finance Specialist II

Boston, MA, USA

# EO Advisor

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Talk it through.

Estate Planners for Business Succession

Bimmy Dhanapala

Samuel Brownell

Allison Curtis

Daniel Reser

William Evans

Jim Massey

Charles Coyne

Sheri Darby

Aaron Pryor

Scott Leach

Shanda McFadden, CEPA

James R Socha

John E. Johnson

Harry Cendrowski

Ann Kim

William (Bill) Obrien

Charlie Daugherty

Sulayman Nyang Jr.

Kristopher Ring

Mark Fick

Ebony Perkins

Ruth Kassel

Aurora Griffin

K.C. Hill

Bill Black

Steven Suckow, Esq.

Sarah Lebherz

Sandra Guerrero

Andrea Longton

Shawn Cain