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CPAs in Business Succession & Employee Ownership

Certified Public Accountants working on the financial and tax complexities of ownership transitions — contribution deductions for ESOPs, cooperative patronage accounting, S-corp distribution planning, transaction tax structuring, and plan compliance reporting.

Join The Grid

CJ

Chris Johnson

Uncubed
Senior Vice President Finance Administration at TMI Systems Corporation
Dickinson, ND, USA
# ESOP# EO Accounting# Board of Directors

SL

Scott Leach

BDO USA
Director
Austin, TX, USA
# Succession Planning# Transaction Complexity# Due Diligence# ESOP+3 more

AK

Ann Kim

Morgan Stanley
VP/ Financial Advisor with the ESOP Group
Chicago, IL, USA
# 1042 rollover# Trustee# Post Transaction# QRP+2 more

BH

Blake Head

BDO USA
Managing Director-ESOP Advisory Services Leader
Atlanta, GA, USA
# Succession Planning# Non-Leveraged EO# Transaction Complexity# ESOP+3 more

JR

James R Socha

Satellite Services
CFO
Marquette, MI, USA
# Ownership Culture# Transaction Complexity# EO Taxation# ESOP+2 more

RF

Robert Friedman

Dresner Partners
CFO, President
Warren, NJ, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

WB

William (Bill) Obrien

Morgan Stanley
Corporate Client Group Director
Chicago, IL, USA
# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more

BS

Branch Springer

Business Advisory Services
CFO
Toledo, OH, USA
# Ownership Culture# ESOP# Debt Restructuring# EO Accounting+2 more

BB

Brock Barton

King Arthur Baking Company
Chief Financial Officer
White River Junction, VT, USA
# Trustee# Ownership Culture# ESOP# EO Accounting+1 more

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

EG

Elizabeth Goltermann

Ki Industries
Vice Chairman of the Board
Elmhurst, IL, USA
# EO Audits# Ownership Culture# ESOP# Audit+2 more

HC

Harry Cendrowski

Cendrowski Corporate Advisors
Founding Member and Managing Director
Bloomfield Hills, MI, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

ML

Martha L. Sullivan

Provenance Hill Consulting
Consultant and President
Madison, WI, USA
# Succession Planning# Family Business# ESOP# EO Accounting+1 more

PH

Phillip Hayes

Berman Hopkins CPAs & Associates, LLP
Partner at Berman Hopkins CPAs & Associates, LLP
Melbourne, FL, USA
# EO Advisor# Deal Team# CPA

CD

Charlie Daugherty

Precision Pulley & Idler
Vice President of Finance/Chief Financial Officer
Pella, IA, USA
# ESOP# EO Accounting# Board of Directors

JB

Josh Billiard

Plante Moran
Partner, EO Accounting and Transaction Expert
Fort Collins, CO, USA
# Succession Planning# Due Diligence# ESOP# EO Accounting+2 more

RF

Robert Frostick

Granco Clark
Retired CFO
Rockford, MI, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

CE

Chris E. Best

Acclaro Valuation Advisors
Managing Director
Kissimmee, FL, USA
# Transaction Complexity# ESOP# Business Valuation# Feasibility Study

EG

Erick Garcia

Morley Builders
CFO
Irvine, CA, USA
# EO Accounting# Board of Directors

JM

Josh Maurer

Cemen Tech
CFO
Des Moines, IA, USA
# ESOP# EO Accounting# Board of Directors

NM

Nancy McClelland

The Dancing Accountant
Owner/Accounting Consultant
Chicago, IL, USA
# EO Entity# CPA# Chart of Accounts

SS

Sandy Shoemaker

Colorado EO Commission
ESOP expert, Chair of Commission at Colorado EO Commission
Denver, CO, USA
# ESOP# Feasibility Study

SZ

Stephen Ziehmer

Rincon Research Corporation
CEO/CFO and Vice President
Tucson, AZ, USA
# ESOP# EO Accounting# Board of Directors

BS

Bruce S. Goslovich

MTE Communications
CPA
Boise, ID, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

DT

Diana Tourney

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

MD

Mariann Dance Fuller

Columbia Chemical Corporation
CFO
Brunswick, OH, USA
# ESOP# EO Accounting# Board of Directors

SF

Sean Fightmaster

Panelmatic
CFO & Secretary
Houston, TX, USA
# ESOP# EO Accounting# Board of Directors

FJ

Frank J. Greco

Mcfarland-Johnson
Retired CPA
Canandaigua, NY, USA
# EO Accounting# Board of Directors

GM

Gene Marks

The Marks Group
Author & Columnist
—
# EO Advisor

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