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.
$100m+
Capital mobilized
$1m+
Legal research
$250m+
Asset value shifted
1000+
Employees and
community owners
community owners
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 for Financial Due Diligence
Chris Grey
Transaction Advisory Associate
Sergina Lambert
Vice President, Investments
Kiel Hauck
Head of Marketing
Emily Heilman
Content Marketing Manager
Heather Rees
Growth Marketing Manager