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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

SH

Sean Hutchinson

Ready for Next Advisory Group

Partner, Strategic Development and Partnerships (USA)

Denver, CO, USA

# Succession Planning

JV

John Vitucci

PKF O'Connor Davies

Principal - ESOP Practice Leader

New York, NY, USA

LB

Laurie Barkman

Stony Hill Advisors

Pittsburgh, PA, USA

LK

Lawrence Kaplan

Founder and Managing Partner

New York, NY, USA

MH

Melissa Hoover

Special Projects Director, Democracy at Work Institute

Director of Special Projects | Senior Fellow

San Francisco, CA, USA

TH

Tim Huet

Arizmendi Association of Cooperatives

Cooperative Developer

Oakland, CA, USA

BB

Bill Black

Founder at Exit Coach Radio

Orange, CA, USA

# Succession Planning

EB

Emily Bergstrom

Ostrom Capital Partners

Senior Manager, Investments & Partnerships

Chicago, IL, USA

JJ

Jane Johnson

Florida's Business Connection

Beverly, MA, USA

JK

Jenny Kassan

Opportunity Main Street

Oakland, CA, USA

MB

Margaret Bau

US Department of Agriculture (USDA)

Co-op Developer

Wausau, WI, USA

MJ

Mary Josephs

Contributor, Forbes

Founder & CEO | Board Member

Chicago, IL, USA

MM

Mike Mercer

Coopr8 Consulting

Atlanta, GA, USA

OP

Olga Prushinskaya

The Democracy at Work Institute

Metrics and Impact Analyst

Detroit, MI, USA

PH

Pat Hobby

RD

Rupak Doshi

Co-Founder & CEO

San Diego, CA, USA

SM

Sean-Tamba Matthew

# Succession Planning

BJ

Bryan Jones

Keystone Exit Partners

DD

Dave Diehl

Prairie Capital Advisors

Downers Grove, IL, USA

IM

Iwona Matczuk

Senior Social Enterprise Consultant

KS

Kate Sassoon

Sassy Cooperatives

Founder + Principal Facilitator

Berkeley, CA, USA

KF

Kelly Finnell

Executive Financial Services

Memphis, TN, USA

RS

Ryan Sperling

Eide Bailly LLP

Business Valuation and ESOP Advisory Manager

# Business Valuation

JE

Joy Emmanuel

Canadian Worker Coop Federation

KW

Kimberly Weaver

Crown Jewel Financial Services

Charlotte, NC, USA

BS

Benjamin Smith

Small Business Center Director at Blue Ridge Community College

Asheville, NC, USA

LT

Lauren Tudor

Director at NCEOC

Charlotte, NC, USA

MP

Matt Patsky

Trillium Asset Management

Boston, MA, USA

AG

Ashley Gauer

Monterey Bay Economic Partnership

CS

Cathy Statz

Wisconsin Farmers Union/Association of Cooperative Educators/Ralph K. Morris Foundation

Oshkosh, WI, USA

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