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SES ESOP Strategies - James Steiker, jsteiker@sesadvisors.com

Kreischer Miller - Mario O. Vicari, mvicari@kmco.com

Trout CPA Lancaster, PA - Michael Wolfe, mwolfe@troutcpa.com

Barley Snyder - Drake Nicholas, dnicholas@barley.com

Grossman, Yanak & Ford LLP - Melissa A. Bizyak, bizyak@gyf.com

Business Transition Advisors - Daniel Zugell, dzugell@bta.us.com

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We provide no technical services, nor do we endorse any specific provider organizations. We do, however, keep a listing of subject matter experts who have demonstrated extensive experience and integrity in working with employee ownership clients, and have become known to us through their expertise. 

Employee Stock Ownership Plan Professionals List

Business Transition Advisors- Dan Zugell, dzugell@bta.us.com

Value Management - Edward Wilusz, eaw@valuemanagementinc.com

Kreischer Miller - Mario O. Vicari, mvicari@kmco.com

Trout, CPA - Michael Wolfe, mwolfe@troutcpa.com

Resources

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