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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
Accounting
Audit & Tax Compliance
Bank Management (Consultant to)
Board Member
Business Transitions
Capital Expenditure Financing
Capital Markets Services
Co-op Design
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Defend DOL or IRS Audits
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ESOP Plan Design
Employee Benefit Plans
Employee Practices Liability Insurance
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Executive Search/Recruiting
Fairness Opinion
Feasibility Studies
Fiduciary Insurance
Fiduciary Issues
Financial Planning
Health Insurance
Investment Banking
Labor (Consultant to)
Leadership Development
Lending
Management (Consultant to)
Monetization Lending
Organizational Development
Ownership Culture
Repurchase Obligation
Repurchase Obligation Software
Risk Management (for protecting ESOP account values)
Succession Planning
Sustainability Studies
Training
Transaction Planning
Treasury Management Solutions
Trustee
Valuation
Working Capital Strategies
Business Transitions
Adamy Valuation, Inc.
Nick Adamy
Grand Rapids, MI
Click for Full Listing
616-284-3700
Apple Growth Partners (now EIDE BAILLY see listing below)
Davin Gustafson
Matt Silla
Beachwood, OH
Click for Full Listing
216-674-3800
Barnes Wendling CPAs, Inc.
Floyd Trouten, III
Cleveland, OH
Click for Full Listing
216-566-9000 ext. 3312
Blue & Co.
Walt Eckert
Westerville, OH
Click for Full Listing
614-222-1372
Blue & Co.
Brad Minor
Mike Staton
Thomas Wagner
Carmel, IN
Click for Full Listing
317-428-6841
Chartwell Financial Advisory, Inc.
Tina Langlois
Philadelphia, PA
Click for Full Listing
215-279-8558
Chartwell Financial Advisory, Inc.
Greg Fresh
Minneapolis, MN
Click for Full Listing
612-230-3125
CliftonLarsonAllen LLP
Kelly Unger
Akron, OH
Click for Full Listing
330-376-0100
CliftonLarsonAllen LLP
Ben Lochbihler
Maumee, OH
Click for Full Listing
419-794-2005
Critchfield Critchfield & Johnston LTD
Christopher J. Pycraft
Wooster, OH
Click for Full Listing
330-264-4444
EIDE BAILLY
Eric Flickinger
Akron, OH
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330-867-7350
EIDE BAILLY
Davin Gustafson
Matt Silla
Beachwood, OH
Click for Full Listing
216-674-3800
EIDE BAILLY LLP
Kirk Lindemann
Travis Lance
Fargo, ND
Click for Full Listing
701-239-8500
EIDE BAILLY LLP
DesMoines, IA
Click for Full Listing
515-244-0266
ESOP Plus
Dean Scoular
Rochester, NY
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888-840-6830
Lazear Capital Partners
Shawn Ely
Brecksville, OH
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216-280-7399
PCE Investment Bankers
Eric Zaleski
Hoffman Estates, IL
Click for Full Listing
847-239-2466
PCE Investment Bankers
Paul Vogt - 678-641-4760
Kyle Wishing - 404-994-4186
Atlanta, GA
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PCE Investment Bankers
Daniel Cooper
Ridgewood, NJ
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585-698-3548
Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
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502-644-0777
Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
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614-768-7301
Prairie Capital Advisors, Inc.
Dave Horvath
Oakbrook Terrace, IL
Click for Full Listing
630-413-5578
Rea & Associates
Paul Weisinger
Columbus, OH
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216-573-2300
Squire Patton Boggs (US) LLP
Carl Draucker
Joseph Yonadi
Caitlin Steiner
Cleveland, OH
Click for Full Listing
216-479-8500
THE 4:8 GROUP
Robert A. Bove
Avon, OH
Click for Full Listing
440-985-1141