ESOP MARKETPLACE - Key Persons
Aaron Pryor has provided valuation and consulting services since 2005. He provides valuations for employee stock ownership plans and helps ESOP companies with transactional issues. Mr. Pryor maintains the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) creden...
Job Titles:
- ESOP Administration, Consultants & Advisors
Amber Lloyd, the owner and Managing Member of RMS, is a native of Louisville, Kentucky. She is a seasoned consultant with 20 years of experience in the employee benefits field. Over the years, s...
Blake Head is a managing director and leader of BDO's ESOP Advisory Services practice and also works with the Corporate Finance affiliate, BDO Capital Advisors, LLC. He has more than 14 years of corporate financial advisory experience and has provided services to clients for a variety of p...
Chris Best has provided business valuation services to privately held businesses since 1987. He is a leading authority on the valuation of businesses that sponsor employee stock ownership plans and the review of ESOP valuation reports for credibility and compliance with standards. M...
Chris brings to Acuity Advisors and its clients over 30 years of financial advisory and investment banking experience. He has extensive expertise in structuring and negotiating transactions across a wide variety of industries, and has prepared financial opinions addressing the value of common ...
Job Titles:
- Managing Director of Empire Valuation Consultants, LLC
Chuck Coyne is a Managing Director of Empire Valuation Consultants, LLC. Empire specializes in providing valuation and financial advisory services to privately held companies including ESOP financial advisory and valuation services to assist clients with ownership transition strategies. ...
Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...
Job Titles:
- Managing Director and Founder of Value Management Inc.
Ed Wilusz, ASA, CFA, MBA, is the Managing Director and Founder of Value Management Inc., an investment banking and business valuation advisory firm. He has been active in this field since 1980. He has conducted, supervised or reviewed thousands of business appraisals and been involved in hundr...
Job Titles:
- Member of the Board or Senior Executive
Ivy is a Manager at Empire Valuation Consultants, where she has worked since 2004. She is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Chartered Financial Analyst® (CFA) Charterholder...
Job Titles:
- Business Advisor, Strategist
Jack Veale is a nationally recognized business advisor, strategist, and speaker who earned his BS in Business Administration from Norwich University in Northfield, VT and his MBA from Boise State University, in Boise, Idaho, and his CMC (Certified Management Consultant) from the Institute of M...
Jade has extensive valuation experience related to Employee Stock Ownership Plans ("ESOPs") and has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, as well as for ESOP termi...
Jennifer advises on the tax and business aspects of for-profit and non-profit entity startups, as well as their ongoing operations and mergers and acquisitions. She has worked extensively with health care providers and educational institutions on benefits and tax compliance issues. In wor...
Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....
Job Titles:
- Partner in Morgan Lewis 's Business
John A. Kober is a partner in Morgan Lewis's Business and Finance Practice. He is currently the Managing Partner of the Dallas office an...
Josh is a Partner at Plante Moran and has more than 11 years of public accounting experience. He is a member of the ESOP leadership team and is also part of the leadership team within the firm's construction niche, as construction and related companies frequently have ESOP ownershi...
Kathleen Weber's experience extends our ESOP Plus® practice beyond ESOP matters. Kathleen brings to the table several years of practice as a corporate, tax, and employee benefits attorney. Kathleen's practice includes ESOPs, ot...
Job Titles:
- Employee Benefits Law Group PC
- Employee Benefits Law Group PC / Executive Compensation Lawyers in San Jose, CA
Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from pr...
Kjersti Cory is an Independent Trustee on the SCJ Fiduciary Team. With her 25+ years of ESOP experience, Kjersti joined the team in July of 2022 and has been an asset to our team ever since. Having worked for ESOP companies since the 1990's, Great Banc ...
Job Titles:
- Partner in Katz, Sapper & Miller 's Business
Mark Flinchum is a partner in Katz, Sapper & Miller's Business Advisory Group. Mark advises clients on tax decisions that affect their bottom line. Mark represents several ESOP-owned businesses and has structured a number of business sales to existing and newly formed ESOPs. He...
Job Titles:
- Internal Trustee
- Internal Trustee Director Certificate / Training in Phoenix, AZ
Merri has 45 years of experience in Employee Benefits, including Senior Vice President at TI-Trust; Senior Trust Officer at SunTrust; EB consultant with Wyatt Company; benefits manager at Jonathan Corp, an ESOP company; and senior benefits consultant and Team Leader with the NADA. Merri has be...
Job Titles:
- Founder and President of Prudent Fiduciary Services
Job Titles:
- Founding Member of ESOP Plus
Rich Glassman's is a founding member of ESOP Plus® a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...
Job Titles:
- Corporate Finance Law and Employee
Rob Brown has practiced tax law, corporate finance law and employee benefits law for many years. His technical knowledge and broad-ranging experience enable him to counsel you about exiting your business in a way that...
Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary. Rob has many years of ESOP centered&n...
Job Titles:
- Shoemaker Consulting
- Shoemaker Consulting / ESOP Accounting & ESOP Accountants in Larkspur, CO
Job Titles:
- Senior Vice President
- Greatbanc Trust Co
Scot Storjohann is Senior Vice President in the Employee Stock Ownership Plans (ESOP) Client Services group, with a focus on managing client relationships and ESOP transactions. Mr. Storjohann joined GreatBanc Trust Company in 2016 with more than 30 years of ESOP and qualified plan ...
Job Titles:
- Employee Benefits Law Group PC
- Employee Benefits Law Group PC / Executive Compensation Lawyers in Los Angeles, CA
Job Titles:
- Employee Benefits Law Group PC
- Employee Benefits Law Group PC / Executive Compensation Lawyers in Los Angeles, CA
Job Titles:
- Vice President of the Great Game of Business
Job Titles:
- Founder and Independent Trustee of the SCJ Fiduciary Team
Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Office...
Tom Murphy is an attorney and experienced ESOP Trustee. Prior to joining Prudent Fiduciary Services, Mr. Murp...
Wayne has provided valuation and consulting services since 2001. He has extensive experience with employee stock ownership plans, p...
Wayne Isaacks, JD, CPA is a Houston, Native who specializes in counseling owners and management of closely-held businesses in developing ownership and tax strategies and transactions to promote growth in value while minimizing losses to taxation. Bus...