Professional Services
We're here to help you navigate your options - including the network of professional advisors here to support your business succession, exit planning, and ownership transition journey.
In addition to providing free in-house navigation and guidance, TNCEO maintains a directory of professional service providers who have deep expertise in supporting business transitions, including all forms of employee ownership.
Explore the directory, and get in touch for personalized recommendations and direct introductions.
Exit Planning
Advisors who help business owners prepare for a future transition by clarifying goals, strengthening business value, and developing a practical plan for succession, sale, or ownership transition.
Finance, Accounting & Tax Advisory
Professionals who help owners understand business performance, valuation drivers, tax implications, cash flow, financing capacity, and the financial tradeoffs of different transition options.
Business Valuation
Qualified valuation professionals who assess what a company is worth and provide the analysis needed to evaluate sale, succession, financing, or employee ownership opportunities.
Legal
Attorneys with experience in business succession, corporate structure, employee ownership, contracts, governance, and transaction documentation.
Financing & Capital
Lenders, investors, and capital providers who can help businesses understand and access financing for ownership transitions, acquisitions, growth, seller notes, or employee ownership transactions.
Feasibility Studies
Advisors who assess whether an employee ownership transition is viable by examining company finances, workforce readiness, valuation, culture, and potential transaction structures.
ESOP Transaction & Plan Administration
Experienced ESOP professionals who support plan design, valuation, financing, legal documentation, fiduciary oversight, implementation, and ongoing compliance.
Worker Cooperatives
Advisors who support businesses and entrepreneurs in forming or converting to worker-owned cooperatives, including governance design, member education, capitalization, and legal structure.
EOT's & Direct Share
Professionals who help companies explore employee ownership trusts and direct-share models that create meaningful employee ownership outside of a traditional ESOP or worker cooperative model
Governance & Ownership Culture
Advisors who help companies build the leadership practices, communication systems, employee-owner education, and governance structures that maximize the benefits of employee ownership and strengthen long-term business performance.
Connect to an Expert
Browse our curated Professional Services Directory, or get in touch with TNCEO for personalized recommendations and a direct introduction to the expert you need right now.
