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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

DG

David Gray

Project Equity
Director, Client Services
—
# EO Advisor

DF

Deborah Frieze

Tufts Department of Urban & Environmental Policy & Planning
Professor | Founder
—
# EO Advisor

IB

Irwin Boutboul

Google
Founder, Startups for Sustainable Development
—
# EO Advisor

JM

James Matson

Matson Consulting
Owner | Adjunct Professor
Aiken, SC, USA
# EO Advisor

JO

Janelle Orsi

Sustainable Economies Law Center (SELC)
Attorney, Executive Director, Owner
Oakland, CA, USA
# EO Advisor

JW

Jason Waldron

Exitology
Business Consultant
Evergreen, CO, USA
# Succession Planning

LM

Lori Moen

Vision One High Perfomance Group
Strategic Partner providing Executive Roundtables and Coaching
—
# EO Advisor

MP

Michael Pasahow

Faegre Drinker
Employee Benefits attorney advising employee-owned businesses and ESOP trustees
San Francisco, CA, USA
# EO Advisor

RW

Rachel Wick

Blue Shield of California Foundation
Senior Program Officer
San Francisco, CA, USA
# EO Advisor

AD

Alex Dang

Jaris
Director of Product
San Francisco, CA, USA
# EO Advisor

AM

Alex Moss

Praxis Consulting Group
President
Philadelphia, PA, USA
# EO Advisor

AL

Alicia Lewis

Blue Coast Strategies
Principal
Sacramento, CA, USA
# EO Advisor

DF

David Finegold

The National Transfer Network
President and Founder
Pittsburgh, PA, USA
# EO Advisor

DT

Dylan Timmerman

Matson Consulting
Community Development and Food Systems Consultant
Columbia, SC, USA
# EO Advisor

GF

Gil Friend

Natural Logic
Executive, Ontological Coach
Berkeley, CA, USA
# EO Advisor

GM

Guillermo Mazier

Financial Times
SVP, Global Business | Business Advisor
Phoenix, AZ, USA
# EO Advisor
Jason Bagley's profile picture

Jason Bagley

Growth Experts
—
—

JK

Jenny Kassan

Opportunity Main Street
—
Oakland, CA, USA
# EO Advisor

LL

Linshuang Lu

Praxis Consulting Group
Managing Principal
—
# Ownership Culture

MC

Maggie Cohn

Cooperative Fund of the Northeast
Southeast Loan and Outreach Officer
Boston, MA, USA
# EO Advisor

RA

Razi Amin

Aspen Capital Solutions
Partner
Boston, MA, USA
# EO Advisor

RT

Ryan Tansom

Arkona
Owners
Stillwater, MN, USA
# EO Advisor

ST

Sedale Turbovsky

opengrants.io
CEO
—
# Private Equity

SD

Stephanie (Dr. Steph) Gripne

Impact Finance Center
CEO
Denver, CO, USA
# EO Advisor

TD

Thomas Dudley

—
Co-founder & Advisor at Certified Employee-Owned
Austin, TX, USA
# EO Advisor

VB

Vera Belazelkoska

Ulula
Managing Director
—
# EO Advisor

AA

Alex Angel

Sombra
Co-founder / COO
—
# EO Communication

BS

Ben Selden

Cambium Carbon
—
New Haven, CT, USA
# EO Advisor

BW

Beth Williams

Future Wallet
Founder & Lead Financial Planner
Berkeley, CA, USA
# Succession Planning

CM

Cathie Mahon

Inclusiv
President, CEO
Brooklyn, NY, USA
# EO Advisor

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