TALK TO A PROFESSIONAL or
an employee owned company
The Tennessee Center for Employee Ownership is proud to include the following companies in our volunteer network. Each of these firms has demonstrated the highest level of expertise in the Employee Ownership industry.
Contact us if you'd like support with the next step of your employee ownership journey. We provide free consulting and can recommend a plan of action to prepare for and navigate ownership transitions.
Business Appraisal
Capital Raising | Lending
EXECUTIVE FINANCIAL SERVICES, INC.
Kelly O. Finell
PRAIRIE CAPITAL ADVISORS *
Tim Jamison
Feasibility & Employee Ownership Structure
AMBROSE ADVISORS *
Michael Harden
THE CAPITAL ESOP GROUP - UBS *
Nick Francia
nick.francia@ubs.com
EXECUTIVE FINANCIAL SERVICES, INC.
Kelly O. Finell
PRAIRIE CAPITAL ADVISORS *
Tim Jamison
PROJECT EQUITY *
Megan Gordon
megang@project-equity.org
Insurance | Business & Fiduciary
Legal Counsel
BRADLEY ARANT BOULT CUMMINGS, LLP
David Joffe
HK LAW
Sean Sullivan
sean.sullivan@khkaw.com
LEVENFELD PEARLSTEIN LLP *
David P. Solomon
SES ESOP STRATEGIES *
Jim Steiker
Third Party Administration
Trustee | Fiduciary
PRUDENT FIDUCIARY SERVICES *
Miguel Paredes
mparedes@fiduciaryservices.com
SCJ FIDUCIARY SERVICES *
Drew Schaefer
VENTURA ESOP FIDUCIARY SERVICES *
Neil M. Brozen
Worker Cooperatives
ICA Group *
Mike Sandmel
mike@icagroup.org
PROJECT EQUITY *
Megan Gordon
megang@project-equity.org
SOUTHEAST CENTER FOR COOPERATIVE DEVELOPMENT (SEC4CD)
Rosemarie Rieger
rosemarie@sec4cd.org
Employee Ownership Trusts (EOT's)
JASON WEINER| PC
Jason Weiner
jason@jrwiener.com
PURPOSE TRUST OWNERSHIP NETWORK
https://trustownership.org/
STRONGHOLD OWNERSHIP
Peter Koehler
strongholdownership.com/contact
* Denotes a National Service Provider for the
Employee Ownership Expansion Network
Talk to an Employee Owned Company
Want to speak to a current executive of an employee owned company...
Let us put you in touch with one of our volunteer companies. They are more than happy to share their stories and insight.



