Business Transition Legal Advisors

Alexandra Devendra

Aligned Law

Attorney, Founder

Portland, OR, USA

# Worker Co-op# EOT# LOI# Bylaws+4 more

Robert Schatz

ESOP Plus: Schatz Brown Glassman LLP

Partner

West Hartford, CT, USA

# ESOP# Feasibility Study# EO Plan Termination# ERISA

Jay Cumberland

Sustainable Economies Law Center (SELC)

Worker and Housing Co-op Conversion Attorney

Oakland, CA, USA

# EO Advisor

Richard Glassman

Connecticut Center for Employee Ownership (CTCEO)

Partner

West Hartford, CT, USA

# M&A# Feasibility Study

John A. Kober

Morgan, Lewis & Bockius LLP

Managing Partner

Dallas, TX, USA

# ESOP# Due Diligence# Feasibility Study# Liquidity+3 more

Kevin Long

Employee Benefits Law Group PC

Shareholder/ President/ Employee Benefits Law Group PC

San Jose, CA, USA

# ESOP# Due Diligence# Feasibility Study# DOL+8 more

James Moser

ESOP Plus: Schatz Brown Glassman LLP

Partner

Spokane, WA, USA

# ESOP# Feasibility Study# EO Plan Termination# ERISA+1 more

Michael Krucker

Plante Moran

Partner, Employee Benefits Expert

Detroit, MI, USA

# ESOP# Feasibility Study# EO Taxation

Lara L. Hemingway

Curtis Restaurant Equipment

Founding Member, Board Member

Spokane, WA, USA

# ESOP# M&A# Board of Directors

Susan Gary

University of Oregon

Professor Emerita

Eugene, OR, USA

# EOT# Steward Ownership# Perpetual Purpose Trust

Daniel Reser

Fiduciary Services

President

San Rafael, CA, USA

# Repurchase Obligation# EO Fiduciary# ESOP# Due Diligence+3 more

Brett Heeger

Impact Matters Law LLP

Attorney, Partner

Los Angeles, CA, USA

# EO Advisor

Daniel Lange

Vedder Price

Shareholder in the Executive Compensation and Employee Benefits Practice at Vedder Price

Chicago, IL, USA

# 409a Deferred Compensation

Deborah Olson

Once Again Nut Butter Collective

Expert EO Attorney

Hanover, NH, USA

# Worker Co-op# EOT# ESOP# Ownership Culture+1 more

Brian Pinheiro

Ballard Spahr LLP

Partner and Chair, Employee Benefits and Executive Compensation Group

Philadelphia, PA, USA

# Synthetic Equity# 409a Deferred Compensation# Phantom Stock

Sheryl Bayani-Alzona

Employee Benefits Law Group PC

Benefits – ESOP Attorney at Employee Benefits Law Group PC

Los Angeles, CA, USA

# ESOP# Due Diligence# Feasibility Study# DOL+8 more

Kristin Altice

Shiel Sexton Company

General Counsel at Shiel Sexton Co., Inc

Indianapolis, IN, USA

# ESOP# Ownership Culture

Monica Lawrence

Corporate Counsel

Wynnewood, PA, USA

# IP# ESOP# Ownership Culture# M&A+2 more

Ann Kim

Morgan Stanley

VP/ Financial Advisor with the ESOP Group

Chicago, IL, USA

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

William (Bill) Obrien

Morgan Stanley

Corporate Client Group Director

Chicago, IL, USA

# 1042 rollover# Family Office# QRP# Succession Planning+3 more

Lauren Sharkey

Case Lombardi

Partner

Honolulu, HI, USA

# ESOP# Due Diligence# Feasibility Study# ERISA+2 more

Kristopher Ring

Goodwin Proctor LLP

Debt Finance Equity Partner

Los Angeles, CA, USA

# EO Advisor

Janelle Orsi

Sustainable Economies Law Center (SELC)

Attorney, Executive Director, Owner

Oakland, CA, USA

# EO Advisor

Michael Pasahow

Faegre Drinker

Employee Benefits attorney advising employee-owned businesses and ESOP trustees

San Francisco, CA, USA

# EO Advisor

Emily Rickard

Morgan, Lewis & Bockius LLP

Legal Associate at Morgan, Lewis & Bockius LLC

Philadelphia, PA, USA

# ERISA

Brian Sharkey

Kreischer Miller

CPA / Accountant

# EO Advisor# EO Taxation

Bruce Lazear

Lazear Capital Partners

# 1042 rollover# EO Taxation

Yev Muchnik

Launch Legal

Lawyer

Denver, CO, USA

# DAO

Bill Warren

Treat N Go Clinics

Product Lead

Raleigh, NC, USA

# DAO

Michael Russell

Legal Aid Society of Cleveland

Senior Attorney

Cleveland, OH, USA

# EO Advisor

Talk it through.

Talk it through.

Legal Advisors for Business Transitions

Alexandra Devendra

Robert Schatz

Jay Cumberland

Richard Glassman

John A. Kober

Kevin Long

James Moser

Michael Krucker

Lara L. Hemingway

Susan Gary

Daniel Reser

Brett Heeger

Daniel Lange

Deborah Olson

Brian Pinheiro

Sheryl Bayani-Alzona

Kristin Altice

Monica Lawrence

Ann Kim

William (Bill) Obrien

Lauren Sharkey

Kristopher Ring

Janelle Orsi

Michael Pasahow

Emily Rickard

Brian Sharkey

Bruce Lazear

Yev Muchnik

Bill Warren

Michael Russell