Peter Koehler

I am a co-founder and Partner at Lumo Group.

Lumo Group helps responsible companies with operations and ownership.

OUR SERVICES:

OPERATIONS\

• Fractional/Part Time COO services\
• Operational and strategy support\
• Ad-hoc operational engagements (i.e. hiring, org design, systems development)\
• Executive thought partnership
  
  OWNERSHIP\
• Alternative ownership advisory and education\
• Perpetual Purpose Trust (PPT) and Employee Ownership Trust (EOT) explorations & implementations\
• Ownership transition viability studies\
• Transition financing and capital strategy\
• Financing advisory, support, and execution.\
• Mission-aligned fundraising support and management\
• Governance design\
• Ad-hoc ownership/financing engagements
  
  We work exclusively for responsible companies.
  
  Our typical client is a profitable small or medium sized business who has a reason for existing beyond just making money.
  
  Our clients treat their employees fairly, care about their communities and stakeholders, and act with integrity.
  
  ###
  
  We also produce Uncommon Business, a newsletter and podcast about businesses and leaders who do things differently. Subscribe at https://www.uncommon.fm/
  
  ###
  
  Are you interested in working together or learning more about our services?
  
  If so, please email us at hello [at] lumogroup.co with a brief overview of your company and what you're looking for.
  
  If you are a potential fit for our services, then we will schedule a complementary introductory call.
  
  ###
  
  I hold the following securities licenses: FINRA Series 24, 63, 79, 82, SIE