Find trusted ESOP advisors, attorneys, valuators, cooperative developers, and lenders serving Tennessee businesses.
We have advised hundreds of middle-market companies in creating and executing ownership transition strategies that address strategic goals and shareholder objectives.
BDO Capital Advisors, LLC, a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services with offices located throughout the United States. The firm has deep industry knowledge,…
Legal and business consulting for mission-driven companies, social impact, and environmental enterprise.
ICA seeks to change the nature of work by advancing businesses and institutions that center worker voice, grow worker wealth, and build worker power. We seek to create, promote, and support jobs, while collaborating with workers to define a truly entrepreneurial, democratic, and community-minded economy.

Apis and Heritage Capital Partners (A&H) converts profitable companies from private ownership to 100% employee ownership through our Employee-Led Buyout (ELBO) transaction model using a private credit instrument. We are pioneers in a new asset class with a track record of delivering strong financial results to investors and meaningful positive societal impact.
Smith Seckman Reid, Inc., (SSR) is a 100% employee-owned engineering and consulting firm headquartered in Nashville, Tennessee. Founded in 1968, SSR has become a leader in designing, consulting, and commissioning projects for public and private clients across the country and internationally. Over their 50 year history, SSR has developed a breadth of experience that allows them to partner with clients to deliver advanced solutions that [LOCKED_ICON] 1983, Smith Seckman Reid, Inc., became employee-owned when it established its Employee Stock Ownership Plan (ESOP). At SSR, people come first and are the driving force behind everything they do. SSR employee owners are a team of leaders who work collaboratively to meet their client’s challenges. Because when their clients succeed, they succeed. As owners, employees at SSR also benefit when the company is successful. This uniquely motivates them to provide exceptional service and high quality projects.


Founding CEO
Bizleavable
Leadership Consultant
UT Center for Industrial Services
Private Equity Investor / Catalyzing Employee Ownership
Southeast Acquisition Capital
Executive Director at TNCEO
Tennessee Center for Employee Ownership
Executive Financial Services
Raphah Institute
Southeastern Center for Cooperative Development
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