We are the nation's leader in alternative exit planning and execution.
Our team combines experience from the worlds of small business entrepreneurship, legal innovation, impact investment, economic development and community engagement.
$2B+
Total value of businesses we’ve worked with to evaluate EO
98%
Client satisfaction rating
$582m
Total value transitioned to EOT ownership
135k+
Workers now at EO companies
Our team
This isn't just a job for us, it's our life's work.
We're a small team, experienced in working closely with business owners and employees. We're passionate about making real change by working with the small and mid-sized businesses that keep the economy in motion.
Zoe Schlag
Founder & CEO
Christina Newbrough
Chief of Staff
Tani Olhanski
Operations Manager
Katie Lyon
Head of Client Services
Sandra Raafat
Senior Associate
Jonathan Parker
Associate
Chris Grey
Associate
Sergina Lambert
Vice President, Investments
Kiel Hauck
Head of Marketing
Emily Heilman
Content Marketing Manager
Heather Rees
Growth Marketing Manager
Jane Clark
Business Development