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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.

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Eric Grimstead's profile picture

Eric Grimstead

Western Washington University Small Business Development Center (WWU SBDC)
Certified Business Advisor
Bellingham, WA, USA
# SBDC

EQ

Eric Quinn

Navigator Consulting
Interim Integrator and Integrator coach for visionary leaders of companies running on EOS®
Orlando, FL, USA
# Ownership Culture# Board of Directors

IF

Isa Fernández

San Antonio Small Business Development Center
Certified Business Advisor
San Antonio, TX, USA
# SBDC# EO Advisor# Deal Team

JP

Joel Phillips

Fiduciary Services
Principal
Pocatello, ID, USA
# Trustee# ESOP# IRA# Due Diligence

LI

Lindy Ireland

BCC Advisers
VP
Des Moines, IA, USA
# Feasibility Study# ESOP# Business Valuation

MB

Maru Bautista

Center for Family Life
Cooperative Development Consultant
Brooklyn, NY, USA
# Franchise

MC

Monica Colgan

Launch Industries
Founder & Small Business Consultant
Seattle, WA, USA
# EO Curious

PL

Priscilla Luzader Pipho

Balanced Culture Consulting
Partner
Georgetown, TX, USA
# EO Leadership# Ownership Culture# Servant Leadership# EO Communication

RT

Ryan Thornton

Vermont Employee Ownership Center (VEOC)
Communications & Outreach Coordinator
Burlington, VT, USA
# Employee Ownership Center

TM

Tom Murphy

Prudent Fiduciary Services
Associate Vice President
St. Paul, MN, USA
# Trustee# EO Financials# ESOP# Due Diligence+1 more

DT

Diana Tourney

Oregon Small Business Development Center
Business Owner at Spectrum Accounting
Canby, Oregon, USA
# SBA

ES

Eliska Smith Padilla

Balanced Culture Consulting
Partner and Senior Organizational Change and Leadership Consultant
Austin, TX, USA
# EO Leadership# Ownership Culture# Servant Leadership# EO Communication

JR

Jess Rose

AHM Brands
Account Manager + Project Manager
Portland, OR, USA
# EO Advisor

MJ

Minsun Ji

Rocky Mountain Employee Ownership Center (RMEOC)
Executive Director, Co-op Developer, Labor Organizer, Popular Educator, Researcher, Activist
Denver, CO, USA
# Employee Ownership Center

CB

Catherine Berman

CNote
CEO
San Francisco, CA, USA
# EO Advisor

DS

Danny Spitzberg

Berkeley
UX Researcher for a Cooperative Economy
Oakland, CA, USA
# EO Advisor

DB

David Brodwin

Knowledge Impact Network
Senior executive and advisor with deep experience in media, information technology, and social impact
San Francisco, CA, USA
# EO Advisor

DF

Diane F Adams

—
Independent Board Director
Chalfont, PA, USA
# Ownership Culture# ESOP# Board of Directors

JL

Jim Longino

Greater Southwest Development Corporation
Director of Industrial Development
Chicago, IL, USA
# Workforce Development

JM

Jim MacNee

Maitland Partners Executive Search
Principal
San Juan Capistrano, CA, USA
# ESOP# Board of Directors

MD

Michael Darger

University of Minnesota Extension
Extension Specialist, Community Economics
St. Paul, MN, USA
# EO Advisor

SB

Shawn Burcham

PFSbrands
CEO
Holts Summit, MO, USA
# EO Case Study

SS

Steven Suckow, Esq.

BMO Harris Bank
General Counsel, Governance, Government Relations | Director BMO Harris Corporate Advisory
Minneapolis, MN, USA
# EO Advisor

SN

Sulayman Nyang Jr.

Edward Jones
Financial Advisor
Charlotte, NC, USA
# EO Financing

TS

Tom Strong

National Fund for Workforce Solutions
Director of Employer Activation at National Fund for Workforce Solutions
Atlanta, GA, USA
# Workforce Development

YG

Yolanda Gonzalez

—
Retired
Pasadena, CA, USA
# ESOP# Board of Directors

AS

Annie Sullivan-Chin

A Bookkeeping Cooperative
Bookkeeper, Consultant, Educator
Brooklyn, NY, USA
# Bookkeeper

BJ

Babbie Jacobs

American Sustainable Business Network (ASBN)
Community Capital Working Group Chair
New York, NY, USA
# EO Advisor

CK

Courtney Kemp

Project Equity
Senior Client Services Manager
—
# EO Advisor

DG

Darren Gleeman

MBO Ventures
Managing Partner
New York, NY, USA
# EO Advisor

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