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Business Owners Exploring Succession

Business owners navigating succession planning — exploring ESOP conversions, cooperative transitions, management buyouts, and other ownership transfer paths as part of their exit strategy.

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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
Marc Tognotti, Ph.D.'s profile picture

Marc Tognotti, Ph.D.

Infinity Point CDFI
President & Co-Founder
San Francisco, CA, USA
# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more
Tim Rettig's profile picture

Tim Rettig

3Ls
CTO
Cincinnati, OH, USA
# Holding Company# Ownership Culture# ESOP# EO Advocacy
Ashish Agrawal's profile picture

Ashish Agrawal

Zolidar
Founder @ Zolidar; 2x-Google, x-Matterport
Palo Alto, CA, USA
# EO Leadership
Ellen G. Frank-Miller's profile picture

Ellen G. Frank-Miller

Workforce & Organizational Research Center (WORC)
Founder & CEO
Chicago, IL, USA
# Employee Impact Index

FD

Felix Danciu

Elmcore Securities
CEO
Chicago, IL, USA
# Ownership Culture# ESOP# Board of Directors# M&A
Hannah Sandmeyer's profile picture

Hannah Sandmeyer

Up & Over Advisors
Founder & CEO
Portland, OR, USA
# M&A

WS

William Sullivan

Benchmark International - US
CEO
Minneapolis, MN, USA
# Succession Planning# Family Business# ESOP# Board of Directors

JH

Jen Horonjeff

Savvy Cooperative
Founder | CEO
Los Angeles, CA, USA
# Platform Cooperative

MT

Marnie Thompson

Seed Commons
—
Greensboro, NC, USA
# DEI# Worker Co-op

BA

Brad Archibald

Pioneer Technical
Principal Engineer, ex-President/CEO
Butte, MT, USA
# Ownership Culture# ESOP# Board of Directors

GW

George W. Bud Walters

Pieper Houston ElectricLP
CEO
Houston, TX, USA
# Ownership Culture# ESOP# Board of Directors

JP

J. Peter Ault

KTA-Tator
President
Ocean City, NJ, USA
# ESOP# Board of Directors

RC

Ryan Corrigan

MCI Carpet One
CEO / CFO
—
# ESOP# EO Accounting# Board of Directors
Franzi Charen's profile picture

Franzi Charen

The Great Game of Business
—
—

GD

Gellert Dornay

—
Director
—
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Jason Bagley's profile picture

Jason Bagley

Growth Experts
—
—

RD

Rupak Doshi

OmniSync
Co-Founder & CEO
San Diego, CA, USA
# Innovation

TD

Thomas Dudley

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

TE

Tim Everidge

Radian Research
CEO
—
# Ownership Culture# ESOP# Board of Directors

AP

Alison Powers

Capital Impact Partners
Capital Impact Partners
—
# EO Advisor

AO

Alissa Orlando

Camillus Partners
Founder at Camillus
Brooklyn, NY, USA
# EO Advisor

BK

Ben Knight

Viking Mergers & Acquisitions
Co-founder
—
# EO Communication# Governance Rights

HS

Hardika Shah

Kinara Capital
Founder & CEO
—
# EO Advisor

TW

Tracy Williams

Larx Advisors
Director
—
# Impact Investing

BJ

Benjamin James Lozano

SMBX
CEO, Co-Founder
San Francisco, CA, USA
# Equity

JP

Jason Prado

Drivers Coop
Software Engineer / Org Builder
San Francisco, CA, USA
# EO Case Study

JP

John Paller

Opolis
Founder & Steward
Denver, CO, USA
# EO Advisor

JD

Joshua Danielson

Mursion
Director of Product Management, Data Products
San Francisco, CA, USA
# Innovation

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