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Exit Planners for Business Succession

Exit planners who help business owners design and execute comprehensive succession strategies — evaluating financial readiness, comparing exit alternatives including employee ownership, and coordinating the advisory team through the transition.

Join The Grid
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
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

SL

Scott Leach

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

CC

Charles Coyne

Empire Valuation Consultants
Managing Director
New York, NY, USA
# Due Diligence# ESOP# Business Valuation# EO Financing+2 more

DR

Daniel Reser

Fiduciary Services
President
San Rafael, CA, USA
# EO Fiduciary# ERISA# Due Diligence# ESOP+3 more
Michael Balstad's profile picture

Michael Balstad

Bizleavable
Founding CEO
Nashville, TN, USA
# EO Advisor

CK

Christopher Kramer

Acuity Advisors
Managing Director
Santa Ana, CA, USA
# Preferred Stock# EO Financials# Transaction Complexity# ESOP+3 more

EE

Edward (Ed) Wilusz

Value Management
Managing Director
Jamison, PA, USA
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+4 more

IW

Ivy Wan-Beltejar

Empire Valuation Consultants
Senior Manager
Rochester, NY, USA
# EO Financials# Financial Statements# Transaction Complexity# EO Taxation+6 more

JP

Jade Palermo

Empire Valuation Consultants
Director
Boston, MA, USA
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+5 more

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

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

AP

Aaron Pryor

Acclaro Valuation Advisors
Managing Director
Omaha, NE, USA
# ESOP# Business Valuation# Feasibility Study

JM

James Moser

ESOP Plus: Schatz Brown Glassman LLP
Partner
Spokane, WA, USA
# EO Plan Termination# ERISA# ESOP# EO Financing+1 more

JB

Josh Billiard

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

MK

Michael Krucker

Plante Moran
Partner, Employee Benefits Expert
Detroit, MI, USA
# EO Taxation# ESOP# Feasibility Study

RS

Robert Schatz

ESOP Plus: Schatz Brown Glassman LLP
Partner
West Hartford, CT, USA
# EO Plan Termination# ERISA# ESOP# Feasibility Study

WF

Wayne Fjeld

Acclaro Valuation Advisors
Managing Director
Seattle, WA, USA
# LLC ESOP# Estate Planning# Family Business# ESOP+3 more

CE

Chris E. Best

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

LI

Lindy Ireland

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

MJ

McKenzie Jones

Obran Cooperative
Director of Tribeworks
Ithaca, NY, USA
# EO Advisor

RG

Richard Glassman

ESOP Plus: Schatz Brown Glassman LLP
Partner
West Hartford, CT, USA
# Feasibility Study# M&A

SS

Sandy Shoemaker

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

GP

Gregg Peters

Macatawa Strategies
Employee Ownership and Finance Consultant
Holland, MI, USA
# EO Administration# ESOP# EO Accounting# Board of Directors

MA

Merri Ash

Internal Trustee
ESOP Advisor
Mesa, AZ, USA
# Trustee# Post Transaction# ESOP# Board of Directors

KA

Keith Apton

The Capital ESOP Group at UBS
Wealth Manager
—
# EO Advisor

KB

Kristen Barker

Co-op Cincy
Co-Director
Cincinnati, OH, USA
# EO Advisor

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