Talk to a Professional | WICEO
Wisconsin Center for Employee Ownership

Talk to a
Professional

Connect with Wisconsin's top employee ownership experts — vetted advisors, legal counsel, and executives ready to answer your questions.

Trusted Advisor Network

The right expert, at no cost to you.

WICEO has assembled a trusted network of advisors — each firm vetted for their expertise and track record in employee ownership. Whatever stage you're at, we can connect you with the right professional for a free consultation.

We can also connect you with executives from current employee-owned companies who are happy to share their stories firsthand — find out more.

Trusted Advisor Network

Find an expert in your area of need

Accounting

No experts currently listed — check back soon.

Business Appraisal
Prairie Capital Advisors ★ EOX National Provider
Dave Diehl
Capital Raising / Lending
Feasibility & Employee Ownership Structure
Christina Newbrough
Mark Weisheipl
AmbroseAdvisors ★ EOX National Provider
Michael Harden
Prairie Capital Advisors ★ EOX National Provider
Dave Diehl
The Capital ESOP Group — UBS ★ EOX National Provider
Nick Francia
Insurance — Business & Fiduciary

No experts currently listed — check back soon.

Leadership Development

No experts currently listed — check back soon.

Legal Counsel
David Eckhardt
Levenfeld Pearlstein LLP ★ EOX National Provider
David P. Solomon
SES ESOP Strategies ★ EOX National Provider
Jim Steiker
Third Party Administration
Trustee / Fiduciary
Prudent Fiduciary Services ★ EOX National Provider
Miguel Paredes
SCJ Fiduciary Services ★ EOX National Provider
Drew Schaefer
Ventura ESOP Fiduciary Services ★ EOX National Provider
Neil M. Brozen
Worker Cooperatives
★ EOX National Provider — These firms are also national service providers for the Employee Ownership Expansion Network (EOX) , supporting employee ownership transitions across the country.
Hear It From the Source

Want to speak with a current executive of an employee-owned company?

Let us put you in touch with one of our advisor network members or a volunteer executive from an employee-owned company. Fill out the form and a WICEO team member will connect you with the right person for a free consultation — no pressure, just real answers.

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Submit the form Tell us what you're looking for and we'll make the right connection.
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We'll introduce you A WICEO team member will match you with a relevant volunteer executive.
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Have a real conversation Get honest answers from someone who's been through it.

Not sure where to
start?

Explore our free resources on ESOPs, EOTs, and Worker Co-ops — or reach out to WICEO directly and we'll point you in the right direction.