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Employee Ownership 101
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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
Accounting
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Bank Management (Consultant to)
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Business Transitions
Capital Expenditure Financing
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Labor (Consultant to)
Leadership Development
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Management (Consultant to)
Monetization Lending
Organizational Development
Ownership Culture
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Repurchase Obligation Software
Risk Management (for protecting ESOP account values)
Succession Planning
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Training
Transaction Planning
Treasury Management Solutions
Trustee
Valuation
Working Capital Strategies
ESOP Administration
Apple Growth Partners (now EIDE BAILLY see listing below)
Davin Gustafson
Matt Silla
Beachwood, OH
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216-674-3800
Blue Ridge ESOP Associates
Thomas Roback, Jr.
Charlottesville, VA
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434-979-5500
Blue Ridge ESOP Associates
Pete Shuler
Columbus, OH
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614-656-1833
EIDE BAILLY
Eric Flickinger
Akron, OH
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330-867-7350
EIDE BAILLY
Davin Gustafson
Matt Silla
Beachwood, OH
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216-674-3800
EIDE BAILLY LLP
Kirk Lindemann
Travis Lance
Fargo, ND
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701-239-8500
EIDE BAILLY LLP
DesMoines, IA
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515-244-0266
GreatBanc Trust Company
Tracy Woolsey
Steve Ryan
Terese Krafcheck
David Van Ness
Lisle, IL
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630-810-4500
Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
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216-912-5970
Meaden & Moore, LTD
Michelle Buckley
Hillary Kastelic
Cleveland, OH
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216-241-3272
Menke & Associates, Inc.
Phillip DeDominicis
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410-885-2531
Morgan, Lewis & Bockius LLP
Brian Hector
Chicago, IL
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312-324-1000
Principal Financial Group
Joel Davis
Excelsior, MN
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651-302-8218
SCJ Fiduciary Services
Kjersti Cory
Smithfield, KY
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217-577-5447
Squire Patton Boggs (US) LLP
Carl Draucker
Joseph Yonadi
Caitlin Steiner
Cleveland, OH
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216-479-8500
THOMPSON HINE LLP
David Whaley
Cincinnati, OH
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513-352-6681
TI-TRUST, Inc.
Kimberly Serbin
Quincy, IL
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217-228-8058
Tucker Ellis LLP
Scott Stitt - 614-358-9304
Peter Jones - 614-358-9308
Columbus, OH
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614-358-9717
Tucker Ellis LLP
Ronald Stansbury - 216-696-5812
Corine Corpora - 216-696-5581
Chelsea Mikula - 216-696-2476
Cleveland, OH
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216-592-5000
Walter Haverfield LLP
Alex Kuzmik
Cleveland, OH
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216-619-7883
Walter | Haverfield LLP
Tim Jochim
Columbus, OH
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614-246-2152
Zabarsky & Associates, Inc.
Florence Zabarsky
Strongsville, OH
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440-572-4950