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2022 Annual Ohio Employee Ownership Conference
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Ohio’s Employee Owned Network Events - DAVE (DB)
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Greater Cleveland Succession Planning Program
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Is an ESOP Right for Me?
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Owner’s Guide to Business Succession Planning
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2023 National Employee Owner Summit
2023 Annual Ohio Employee Ownership Conference
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Certificate Program for Non-Professional ESOP Fiduciaries
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CEO/CFO Roundtables
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Southwest Employee Ownership Forum
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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
Co-op Legal
Communication
Compensation
Corporate Governance
Cyber Security and Risk Management
Cyber and Crime Insurance
Defend DOL or IRS Audits
Directors & Officers Liability Insurance
ERISA Matters
ESOP Administration
ESOP Buyout
ESOP Financing
ESOP Legal
ESOP Litigation
ESOP Plan Design
Employee Benefit Plans
Employee Practices Liability Insurance
Employment Law
Equity Compensation
Equity Investment
Estate Planning
Executive Search/Recruiting
Fairness Opinion
Feasibility Studies
Fiduciary Insurance
Fiduciary Issues
Financial Planning
Health Insurance
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
Feasibility Studies
Apple Growth Partners
Davin Gustafson
Eric Flickinger
Matthew Silla
Beachwood, OH
216-674-3800
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Barnes Wendling CPAs, Inc.
Floyd Trouten, III
Cleveland, OH
216-566-9000 ext. 3312
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Blue & Co.
Robert Evans
Westerville, OH
614-259-0597
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Blue & Co.
Brad Minor
Mike Staton
Carmel, IN
317-428-6841
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Blue Ridge ESOP Associates
Pete Shuler
Lori Stuart
Columbus, OH
614-280-5208
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Business Transition Advisors, Inc.
Daniel M. Zugell
Cranberry Twp., PA
724-766-3998
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Chartwell Financial Advisory, Inc.
Tina Langlois
Philadelphia, PA
215-279-8558
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Chartwell Financial Advisory, Inc.
Greg Fresh
Minneapolis, MN
612-230-3125
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ComStock Advisors, Inc.
Nickolas Sypniewski
Lori Wilhelmy
Cincinnati, OH
513-813-4101
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EIDE BAILLY LLP
Kirk Lindemann
Fargo, ND
701-239-8500
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ESI Equity
Craig Olinger
Delafield, WI
262-646-6490
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ESOP Plus
Rob Brown
Dean Scoular
Rochester, NY
585-512-3414
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GBQ Capital Advisors
Brian Bornino
Joe Borowski
Craig Hickey
Drew Dixon
Columbus, OH
614-221-1120
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GBQ Capital Advisors
Eric Dollin
Indianapolis, IN
317-423-9306
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Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
216-912-5970
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J.P. Morgan
Andrew Kulesza
Cincinnati, OH
513-985-5779
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J.P. Morgan
Regina Carls
Chicago, IL
312-732-8118
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Lazear Capital Partners LTD
Ted Lape
Columbus, OH
614-221-1701
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Maloney + Novotny LLC
David O. Reyes
Peter J. Chudyk
Chris Villari
Cleveland, OH
216-363-0100
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Menke & Associates, Inc.
Phillip DeDominicis
410-885-2531
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PCE Investment Bankers
Eric Zaleski
Hoffman Estates, IL
847-239-2466
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PCE Investment Bankers
Paul Vogt - 678-641-4760
Kyle Wishing - 615-293-1967
Atlanta, GA
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PCE Investment Bankers
Will Stewart
Winter Park, FL
407-621-2124
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Pilot Hill Advisors LLC
Robert Massengill
Summit NJ
973-241-5783
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Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
502-644-0777
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Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
614-768-7301
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Prairie Capital Advisors, Inc.
Tom DeSimone
Oakbrook Terrace, IL
630-413-5578
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Principal Financial Group
Joel Davis
Excelsior, MN
651-302-8218
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SES ESOP Strategies
Avery Chenin
Cleveland, OH
216-334-4440
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Walter | Haverfield LLP
Tim Jochim
Ryan Coady
Columbus, OH
614-246-2152
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