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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
Mark Wald's profile picture

Mark Wald

SPRCHRGR
CFO // problem solver // advisor
Los Angeles, CA, USA
# Cap Table (Cap Stack)# Due Diligence# CPA# Business Valuation+6 more
Bimmy Dhanapala's profile picture

Bimmy Dhanapala

Infinity Point CDFI
CFO
Los Angeles, CA, USA
# Succession Planning# EOT# EO Advisor# Impact Investing+9 more
Matthew Epperson's profile picture

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

JV

Jack Veale

Esopmarketplace.com
Founder
West Hartford, CT, USA
# Succession Planning# EO Advisor# Executive Transition# Feasibility Study
Kyler Gilbert's profile picture

Kyler Gilbert

Business Consulting Resources
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
Los Angeles, CA, USA
# Succession Planning# Family Business# Family Ownership
Tim Rettig's profile picture

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's profile picture

Kristin Forde

University of Wisconsin Center for Cooperatives (UWCC)
Cooperative Development Specialist at UWCC
Madison, WI, USA
# EO Advisor
Michael Balstad's profile picture

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
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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

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's profile picture

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

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

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