Seven ESOP Professionals Join in the First Quarter of 2016 welcomed seven outstanding ESOP experts into the community of ESOP Lawyers, Advisors, and Consultants in the first Quarter of 2016. logo

​​West Hartford, Connecticut, September 7, 2016 (Newswire) is pleased to announce the addition of seven new members to the community of ESOP Lawyers, Advisors, and Consultants in the first quarter of 2016. We are excited to have these ESOP professionals come alongside our current members. As they pull from their significant ESOP planning and implementation experience, these individuals daily display expertise in guiding business owners and companies through the ESOP process. We are happy to welcome them to

The Individuals That Have Recently Joined are:

We are honored to have these ESOP professionals as a part of the community. Every day, they help business owners and companies explore and enact best-practice choices for ownership succession

Jack Veale, Founder of

Jess Wright – ESOP Leader at Sheldrick, McGehee & Kohler LLC

p: 904-355-4715

Jess has been with SMK since 1992, is a senior vice president and equity partner in the firm, and oversees the valuation practice as well as staff management and training. Through the years Jess has become an expert in many areas of the valuation industry: closely-held business continuity and succession planning, company acquisitions, sales and mergers, interest transfers, gift and estate planning, Employee Stock Ownership Plans (ESOPs), intangible assets and intellectual property, litigation support, IRS dealings, shareholder dissent, minority interests, marital dissolution, and other transactional engagements.

Maureen Clayton – President of Nest Egg Communications

p: 770-992-0750               

Maureen Clayton is president of Nest Egg Communications, a full-service ESOP Communications agency based in Roswell, GA.   She has more than 20 years' experience developing and implementing business communications for public and privately-held companies.

Prior to launching her own agency in 2000, Ms. Clayton previously led corporate and financial communications at Atlanta Gas Light and Oglethorpe Power Corporation.  Her business has been recognized by the University of Georgia for four consecutive years to the Bulldog 100: Fasting Growing Businesses list.

In 2014 she launched Nest Egg Communications, a full-service communications agency specializing in ESOP and retirement communications. Nest Egg Communications created a new category: value-priced, ready-to-use communications toolkits that drive performance, strengthen ownership mindset and connect team members to business strategy.   

She received both a master's and bachelor's degree in journalism from the University of Georgia and is a member of the UGA Alumni Board's Executive Committee. She has won numerous communications excellence from industry organizations over her career and has served in executive leadership roles for industry organizations.  

Kevin Hanson – Director of Business Transition Advisors

p: 312-948-9194               

Mr. Hanson serves on the Board of Directors of Carl Warren & Company and serves as the Treasurer of the Board of Directors of the Milwaukee Chamber Orchestra. Previously Mr. Hanson was a Principal with Marshall & Stevens, a Vice President with Valuation Research Corporation and a Research Associate with Robert W. Baird & Co.

Fred Thomas – Managing Director of Business Transition Advisors

p: 562-457-9285               

Mr. Frederick H. Thomas is Managing Director of BTA, Inc., principally responsible for business development, succession planning, ESOP formation, consulting, merger/acquisition and transaction design.

Daniel Zugell – Senior VP of Business Transition Advisors

p: 724-766-3998               

Daniel (Dan) M. Zugell, CLU, ChFC, LUTCF is Director/Senior Vice President of BTA, Inc. with a wealth of hands-on and management experience spanning many financial service disciplines.

Michael Coffey – President of Corporate Capital Resources

p: 540-345-4190

Michael Coffey is President of Corporate Capital Resources, LLC. Michael Coffey's professional practice focuses on the design of coordinated business succession plans for private shareholders, their families and company management.

Timothy Stewart – Attorney at DeWitt Ross Stevens

p: 262-754-2869

Tim Stewart works with companies of all sizes in several industries including manufacturing, distribution, and transportation, with multiple clients in the professional employer organization (PEO) industry. A sample of the clients Tim Stewart currently represents includes: ABC Supply, Inc., Weather Shield Manufacturing, Inc., Diversified Benefit Services, The QTI Group, and Sentry Equipment Corp.

A Note From

Regarding these new additions to the superb lineup of ESOP Lawyers, Advisors, and Consultants, Jack Veale, the founder of, said, “We are honored to have these ESOP professionals as a part of the community. Every day, they help business owners and companies explore and enact best-practice choices for ownership succession. Succession planning can be daunting without the right advice, but with these experts on their side, business owners can approach the ESOP transaction process with confidence.”

About us: is the premier online location to find the most competent and experienced ESOP Lawyers, Advisors, and Consultants in North America. These ESOP professionals work carefully with the parties involved in an ESOP to achieve the most favorable outcomes in the implementation and running of an ESOP.


To learn more about go to

PTCFO, Inc  

48 Walkley Road, West Hartford, CT 06119-1345

phone: 860.232.9858

Source: PTCFO, Inc


Categories: Business Development, Privately Owned, Business

Tags: Business Ownership, Business Succession, Employee Owned, ESOP, Estate Planning, Ownership Strategy

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