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Succession / Transition / Exit Strategy, Consultants & Advisors


Jack Veale - PTCFO INC.

Succession / Transition / Exit Strategy in West Hartford, CT

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...
Josh Billiard - Plante Moran

Succession / Transition / Exit Strategy in Fort Collins, CO

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...
Sandy Shoemaker - Plante Moran

Succession / Transition / Exit Strategy in San Francisco, CA

Sandy is a partner at Plante Moran and leads the ESOP services group. She has been in public accounting since 1990, and has been with Plante Moran for more than 19 years. She works with companies on transition planning and focuses on educating executives on ESOP opportunities. Her expertise ra...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

Succession / Transition / Exit Strategy in Atlanta, GA

Blake Head is a Senior Manager with BDO USA, LLP and also works as a Vice President for BDO’s Corporate Finance affiliate, BDO Capital Adviso...
Dan Markowitz - Boulay

Succession / Transition / Exit Strategy in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...
Summit Business Advisors - 530-836-1570

ESOP Marketplace connects you with local Succession / Transition / Exit Strategy

Ensure Employee Satisfaction With A Sound Transition/Succession Strategy

An ESOP is a great way to ensure continued employment for all the workers in your company throughout an ownership transition; it's also a good way to structure benefits without tying up company cash flow. Overall, companies that properly implement an ESOP benefit from better worker morale, higher productivity, improved profitability, and a number of other advantages.

However, all of this can be undone if employees aren't properly educated about the benefits of an ESOP, and end up feeling slighted or treated unfairly during the process. There are numerous pitfalls that await a careless ESOP administrator, such as plans that disproportionately benefit older employees while freezing new hires out of dividends and stocks.

With a skillful succession transition expert, you can conduct a thorough transition plan and leadership development to make sure that all of your employees, past, present, and future, are rewarded for their hard work and loyalty. Proper succession planning, transition management and a well-thought-out exit strategy for current ownership can be achieved with advice from our listed transition/succession advisors.