TALK TO A PROFESSIONAL

The West Virginia 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. For more information on any of the following topics, feel free to reach out to one of these experts!


We also have executives from current employee owned companies available to share their employee ownership stories with you - click here to find out more

  • Accounting


  • Business Apprasial

    **Prairie Capital Advisors, Tim Jamison, tjamison@prairiecap.com, prairiecap.com


    **Business Transition Advisors, Daniel M Zugell, Executive Vice President

    Chartered Financial Consultant/Accredited Estate Planner, Direct: 724.766.3998, dzugell@bta.us.com



  • Capital Raising/Lending

    **Business Transition Advisors, Daniel M Zugell, Executive Vice President

    Chartered Financial Consultant/Accredited Estate Planner, Direct: 724.766.3998, dzugell@bta.us.com


  • Feasibility & Employee Ownership Structure

    **Ambrose Advisors, Michael Harden, MHarden@AmbroseAdvisors.com, ambroseadvisors.com


    SES ESOP Strategies, Ethan Stambler, ethan.stambler@sesesop.com, sesesop.com


    **The UBS Capital ESOP Group, Nick Francia, nick.francia@ubs.com, financialservicesinc.ubs.com/team/capitalesopgroup


    **J.P. Morgan , Andrew Kulesza 

    Cincinnati, Ohio

    513.985.5779


    **Business Transition Advisors, Daniel M Zugell, Executive Vice President

    Chartered Financial Consultant/Accredited Estate Planner, Direct: 724.766.3998, dzugell@bta.us.com

  • Insurance - Business & Fiduciary


  • Leadership Development


  • Legal Counsel

    *SES ESOP Strategies, Jim Steiker, jgs@sesesop.com, sesesop.com/our-services


    **Prairie Capital Advisors, Tim Jamison, tjamison@prairiecap.com, prairiecap.com



  • Third Party Administration

    **Ambrose Advisors, Michael Harden, MHarden@AmbroseAdvisors.com, ambroseadvisors.co



  • Trustee/Fiduciary

    **Prudent Fiduciary Services, Miguel Paredes, mparedes@fiduciaryservices.com, fiduciaryservices.com


    **SCJ Fiduciary Services, Drew  Schaefer, drew@scjesop.com, scjesop.com


    **Ventura ESOP Fiduciary Services, Neil M. Brozen, nbrozen@venturaesop.com , venturaesop.com

  • Worker Cooperatives


** Also a National Service Provider for the Employee Ownership Expansion Network

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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.

WVCEO| Talk to a Pro Form (T2AP Page)