Service Provider Directory

The Pennsylvania Center for Employee Ownership (PaCEO) promotes better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, teachers, nonprofit leaders, consumers, and other persons and organizations in Pennsylvania. The PaCEO has a single focus – to assist businesses in the State of Pennsylvania in understanding employee ownership and its benefits. We lend guidance by educating interested parties and by supplying a listing of subject matter experts who have become known to us through their expertise and working support of our organization, and who have demonstrated extensive experience in working with ESOP clients.

Exit Planning Institute

Westlake, OH

The Exit Planning Institute (EPI) is an education company. We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 5,000 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future.

LockData Technologies

Lakeville, PA

LockData Technologies is a full-stack software company in Lakeville, Pennsylvania that builds ticketing integrations, custom APIs, enterprise CRM solutions and high-performance web applications for Broadway producers, performing arts centers, theaters and ticketing platforms. Chuck Lockwood founded the company in 2000. Its longest-running client relationships include The Shubert Organization and Broadway Inbound, both over twenty years, and it integrates with AudienceView, Tessitura and Spektrix. In August 2026 LockData transitioned to employee ownership through an Employee Ownership Trust, which holds shares for the benefit of employees without requiring them to purchase shares or take on personal financial risk. Common Trust designed and implemented the trust. Employees took on roles in trust governance and seats on the board of directors, alongside an updated profit-sharing program. A leadership succession ran in parallel: Patrick Joyce became chief executive and Lockwood moved to chief financial officer while remaining on the board.

Taylor Automotive Family

Toledo, OH

Taylor Automotive Family is a Toledo, Ohio car dealership group that owns and operates seven new-vehicle dealerships and a collision center. The dealerships are Taylor Cadillac, Taylor Hyundai of Toledo, Taylor Hyundai of Perrysburg, Taylor Hyundai of Findlay, Taylor Kia of Toledo, Taylor Kia of Findlay and Taylor Kia of Lima, across Toledo, Perrysburg, Findlay and Lima, selling and servicing Cadillac, Hyundai and Kia vehicles along with used vehicles. Founded in 1979 by Stephen D. Taylor, the group grew from a single dealership in downtown Toledo. On June 19, 2026 the company announced it had become 100 percent employee-owned through a new employee stock ownership plan, and its advisor published its own announcement of the completed transaction on July 1, 2026. Lazear Capital Partners was the exclusive financial advisor and Toledo law firm Shumaker, Loop & Kendrick provided legal counsel; the trustee, any lender and the transaction terms were not disclosed. The company states the plan covers more than 340 employee-owners, and its leadership team, including president Stephen D. Taylor II and chief executive officer and general counsel Peter Demczuk, continues to run day-to-day operations.

Miller Valentine Construction

Cincinnati, OH

Miller Valentine Construction is a commercial general contractor and design-builder headquartered in Cincinnati, Ohio, with additional offices in Dayton and Columbus, Ohio, and Charleston and Columbia, South Carolina. It was founded in Dayton in 1963 as a general contractor specializing in highway and bridge construction, and by the late 1960s was developing industrial and office buildings throughout southwest Ohio. Beginning in 2018 it spun off ancillary businesses, including its affordable housing, commercial property management and brokerage divisions, and in September 2021 retired the Miller-Valentine Group brand, operating thereafter as two entities, Miller Valentine Construction and MV Investment. On June 30, 2026 the construction company became 100% employee-owned through an Employee Stock Ownership Plan, announced in a July 6, 2026 press release. No trustee, lender, valuation firm or other transaction advisor has been publicly named, and the company declined to disclose how the transaction was financed.

Roppe Holding Company

Fostoria, OH

Roppe Holding Company is a commercial flooring manufacturer headquartered in Fostoria, Ohio, with offices and manufacturing facilities in Ohio, Alabama and Florida. Its family of brands includes Roppe, Flexco, Seneca Millwork, ATECO, Six Degrees, RHC Logistics, Tuflex Sports Surfaces and TCB Holdings, and its products are rubber and vinyl flooring systems including tile and sheet flooring, stair treads, wall base and related accessories. The business was founded in 1955 as Roppe Rubber Corp. by Thony Roppe; after the founder's death in the early 1970s the Miller family became the ownership team, and longtime employee Donald Miller became president and eventually assumed full ownership. On August 17, 2026 the company announced it had become 100% employee-owned through an Employee Stock Ownership Plan, shifting from family ownership to employee ownership. President Norman Freebeck continues to lead the executive team. No trustee, lender or valuation firm was named, and no deal terms were disclosed.

B.A. Sweetie Candy Company

Cleveland, OH

b.a. Sweetie Candy Company is a candy retailer and wholesale confectionery distributor in Cleveland, Ohio, operating a 40,000-square-foot retail candy store with an old-fashioned soda shoppe and 36 holes of miniature golf, and distributing candy and confections to more than 800 partners nationwide. The business was founded in 1950 as Bag A Sweet Candy Company by Frank Stansny and Al Tokar, and was acquired by Tom and Judi Scheiman in 1982. It also owns the Humphrey Popcorn, Campbell's Popcorn, Olympia Sweet Treats and Cleveland in a Box brands, with more than 67,000 square feet of warehouse space. The company became employee-owned through an employee stock ownership plan established via a new holding company, BA Sweetie Holdings Inc.; the restructuring took effect at the end of March 2026 and was reported publicly at the end of June 2026, in the company's 75th year. Owner Tom Scheiman sold to the ESOP after exploring strategic partners and a private equity deal as part of succession planning, and Peter Kempton Jr. is president. No trustee, lender or valuation firm was disclosed, and the size of the stake sold was not published.

ETNA Products

Chagrin Falls, OH

ETNA Products, Inc. manufactures and distributes metalworking and metal forming lubricants, machining coolants, rust preventatives and cleaners under brands including MASTERDRAW, MASTERALL and STEELHIDE. Established in 1943, it operates from Chagrin Falls, Ohio, the same address as affiliate Etna Tec Limited, LLC, established in 2001, which produces custom thermoset resins. The company has been ISO 9001 registered since 1995 and states that it serves customers in 42 U.S. states and over 30 countries, across automotive, HVAC and refrigeration, wire and cable, aerospace and medical industries. In February 2020 the business passed to fourth-generation family member Catharine Tripp Golden, who became CEO, and in April 2023 it acquired the metalworking fluids product line of JTM Products of Solon, Ohio. On June 25, 2026 the company announced that ETNA Products, Inc. and Etna Tec, Ltd. had become 100 percent employee-owned through an Employee Stock Ownership Plan, after four generations of family ownership. No trustee, lender, valuation firm or transaction advisor has been publicly named.

Pittsburgh Progress

Pittsburgh, PA

Pittsburgh Progress is a worker- and reader-owned news cooperative based in Pittsburgh, Pennsylvania, covering working-class communities across Western Pennsylvania. It was established by former Pittsburgh Post-Gazette journalists who are members of the Newspaper Guild of Pittsburgh, together with community supporters, after the Post-Gazette's owners announced in January 2026 that the newspaper would close. The founders first organized as the Pittsburgh Alliance for People-Empowered Reporting and then decided to pursue a worker- and community-owned daily news outlet structured as a multistakeholder cooperative. It began publishing on July 27, 2026 with eighteen founding members. Ownership is divided between worker-members and reader-members, a majority of board seats go to workers, and the journalists retain all editorial decision-making power. The Keystone Development Center, a Pennsylvania cooperative development organization, helped the group set up the co-op. Reader-members join for a one-time fee, and reported funding comes from advertisers, subscribers, reader-members and investors including labor unions.

Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations

Piscataway, NJ

The purpose of the Institute for the Study of Employee Ownership and Profit Sharing is to study the various models that have emerged and will emerge of employee ownership shares and profit shares in the corporation and society of the United States and around the world. The Institute will study approaches that broaden financial participation and inclusion in the economy and business organizations, and allow employees to be fully engaged and share the rewards of their work. The Institute coordinates the University Consortium on Employee Share Ownership, the first international academic network dedicated to fostering collaboration among university-based initiatives and major educational institutions, made possible with funding by the Ford Foundation.

Organic Remedies

Carlisle, PA

Organic Remedies, Inc. is a vertically integrated medical cannabis company based in Carlisle, Pennsylvania, that cultivates, manufactures and dispenses medical marijuana products for certified Pennsylvania patients. It operates a cultivation facility in Carlisle and six dispensaries, in Bethel Park, Chambersburg, Enola, North Pittsburgh, Paoli and York. The company was founded in Pennsylvania in 2018 by Mark Toigo, Jaime Toigo, Ryan Simpson and pharmacist Eric Hauser, opening its first dispensary in February 2018, and holds a Pennsylvania Chapter 20 Clinical Registrant license under which it conducts research with the Philadelphia College of Osteopathic Medicine. On July 6, 2026, co-owners Mark and Jaime Toigo announced that employees now hold ownership in the business through an Employee Stock Ownership Plan; the company describes itself as Pennsylvania's first employee-owned medical marijuana organization. Mark Toigo remains chief executive officer, and the company stated that all other members of its management team stay in their roles. Dinsmore & Shohl LLP acted as legal counsel, with Pittsburgh partner James R. Carlisle, II leading the team; no trustee, lender, valuation firm or ownership percentage was disclosed.

SES ESOP Strategies

Bala Cynwyd, PA

SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial, investment banking and legal professionals to assist companies in creating and maintaining successful, sustainable employee ownership results throughout the entire ESOP lifecycle. We balance the needs of owners, managers, the company and its employees to ensure long-term corporate sustainability with substantial employee ownership. As the preeminent ESOP consulting company providing services to companies in all stages of employee ownership, SES ESOP Strategies takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees. With guidance from our ESOP consultants and attorneys, who work for our affiliated firm, Stevens & Lee, PC, an ESOP can support a succession strategy and ownership transition that delivers sustainable benefits to all stakeholders. Our cross-disciplinary approach integrates legal, finance, banking, tax and ERISA expertise, allowing SES ESOP Strategies to deliver a full range of ESOP consulting, design, legal and financial services.

Kleinbard LLC

Philadelphia, PA

Kleinbard attorneys advise corporations, shareholders, directors and employee stock ownership plan (ESOP) trustees on a wide variety of ESOP-related issues. Kleinbard's ESOP team is led by Mary Beth Gray and Chris Wingard, who together have completed hundreds of ESOP and other strategic transactions for middle market corporate clients across a wide range of industries, including engineering, manufacturing, construction and professional services. Contact Kleinbard to learn how their team of trusted advisors can provide guidance regarding corporate governance, business succession planning, ESOP plan design and ongoing ESOP compliance.

The Ohio Employee Ownership Center, a non-profit outreach center of Kent State University, supports the development of business across Ohio and around the world by its efforts that are proven to save jobs, create wealth, and grow the economy. The OEOC’s work rests on a simple philosophy: broader ownership of productive assets is a good thing for employees, communities, and our country. The OEOC provides technical assistance, training, & outreach to the business community in 4 major areas: To business owners looking to exit their business; To owners interested in selling their business to their employees; To employee groups, local governments, and community groups seeking to avoid business shutdowns and job loss in their communities; To existing employee-owned companies, designed to help them be better employee-owned companies.

Stevens & Lee

Reading, PA

Among the 250 largest law firms in the country, Stevens & Lee is a full-service law firm with 200 lawyers serving clients from 15 offices. Our lawyers provide strategic and practical legal counsel at both the regional and national levels, and remain dedicated to solving clients’ most complex problems and delivering an exceptional client experience. Stevens & Lee is the cornerstone of The Stevens & Lee Companies, a platform of affiliated professional service firms which provides a full range of legal, investment banking, financial advisory, insurance risk management, public affairs and government consulting services.

Pilot Hill Advisors

Summit, NJ

Pilot Hill Advisors is a specialized finance consultancy, founded in 1995 and based in Summit, New Jersey, that helps companies plan, implement, and manage internal ownership transition strategies using Employee Stock Ownership Plans. The firm works exclusively on ESOPs, guiding clients through every phase from feasibility analysis to closing, and covering transaction structuring, valuation, transaction financing, mergers and acquisitions, and capital advisory. It serves clients nationwide across industries. Pilot Hill Advisors served on the transaction advisory teams for both companies that completed transitions under Michigan's Transition to Employee Ownership Pilot Program: North Arrow ABA and DBI Business Interiors.

Cargas Systems

Lancaster, PA

Cargas Systems is an employee-owned software development company headquartered in Lancaster, Pennsylvania. The company was founded by Chip Cargas in 1988 who used the Macintosh SE computer and a dot matrix printer, state-of-the-art technology for its time. The company’s founding mission was to help businesses use computers effectively. Today, Cargas  offers ERP and CRM software from Microsoft, Sage, and Salesforce, as well as custom-developed solutions. Cargas sells the software, sets it up, teaches customers how to use it, and helps them adapt it as their needs change over time. Cargas’ products streamline processes in accounting, supply chain management, sales, and marketing. In 1998, company founder, Chip Cargas, began selling the company to his employees when he implemented an Employee Stock Ownership Plan. The ownership culture at Cargas is built on teamwork, customer care, and shared success. Being an employee-owned company allows employees to share in the financial success of the company. This creates a rewarding, team-oriented environment that will help the company remain viable in the future.  Employee ownership uniquely motivates employees because they have a financial stake in their client’s successes. They are dedicated to providing high quality solutions and an exceptional customer experience. The communities in which Cargas serves, also benefit because of their ownership structure. Employee ownership uplifts local communities and economies. 

Grossman Yanak & Ford LLP

Tarentum, PA

Grossman Yanak & Ford LLP is a regional certified public accounting and consulting firm headquartered in Pittsburgh, Pennsylvania. Grossman Yanak & Ford LLP offers a diversity of resources and services built on a foundation of three traditional accounting disciplines – assurance, tax and consulting. Combining diverse technical skills with extensive "hands-on"​ experience, our professionals address varied and complex issues for clients on a daily basis. We pride ourselves on bringing value-added resolution to these issues in a progressive and innovative manner.

Kreischer Miller

Horsham, PA

Kreischer Miller is a leading independent accounting, tax, and advisory firm serving the Greater Philadelphia and Lehigh Valley areas. We've built our firm to respond to the unique needs of private companies, helping them smoothly transition through growth phases, business cycles, and ownership changes. The companies we work with quickly adapt and respond to changing market opportunities and challenges. That's why our focus is on being responsive, decisive, and forward-thinking. We're up to the challenge - always looking at the road ahead, not in the rear-view mirror.

The Baker Project

Havertown, PA

Built on the core pillars of content, curriculum, and community, The Baker Project is a hub for education and support for current and future employee owned organizations. We utilize advanced technology tools to help you navigate the employee ownership journey.

Tandem Center for Shared Business Success

Lancaster, PA

Tandem is a nonprofit dedicated to helping you create and share more success. We work collaboratively with you and your professional advisors to help you utilize Profit Sharing and/or Direct Employee Ownership to achieve your goals. Tandem was founded on November 29, 2023 by Chip Cargas, Founder & Chair Emeritus of Cargas, in partnership with the Lancaster Chamber, the PA Center for Employee Ownership (PaCEO), the National Center for Employee Ownership (NCEO), and Tandem’s Board of Directors.

Drs. Frankel & Puhl, Inc. is a 100% employee-owned dental practice headquartered in Toledo, Ohio. Founded in 1946, the practice serves the community by providing the highest standards of dental care. They provide a comprehensive approach so that patients receive the most aesthetic, minimally invasive, caring, cost effective therapies available. They have since opened a second location in Maumee, Ohio.  In 2020, Drs. Frankel & Puhl, Inc. became the first employee-owned dental practice, when they implemented an Employee Stock Ownership Plan (ESOP). Employee owners strive to provide positive experiences for their clients while delivering high quality dental care. Employees are encouraged to pursue personal and professional growth opportunities so they are equipped with knowledge about the latest technologies and best practices. The ownership culture at the practice fosters a collaborative and positive work environment.

Henny Penny Corporation is a 100% employee-owned food service equipment manufacturer headquartered in Eaton, Ohio. The company was founded in 1957 with the first commercial pressure fryer. Henny Penny designs, develops and manufactures a large variety of foodservice equipment with the goal of reliability, ease of use, and low operating [LOCKED_ICON] Penny became employee-owned in 2014 when the company implemented an Employee Stock Ownership Plan (ESOP). Employee ownership reinforces the company’s commitment to putting people first and creating a culture of trust, accountability and relationships.

Ohio Valley Electrical Services is headquartered in Cincinnati, OH. In 1972 Garfield W Hartman started Garfield Electric which was one of the first merit shops in Cincinnati. 16 years later, in 1988, Garfield Electric shareholders became partners in another contractor, Indecon. The primary market was industrial. Ohio Valley Electric stemmed from these companies and opened their doors in 2002. The team of Ohio Valley Electrical Services has worked together managing some of the largest commercial and industrial projects in the Tri-State area for the past 26 years. Ohio Valley Electric’s projects include Princeton Schools, Proctor and Gamble, DHL, FedEx, Good Samaritan Hospital, Liberty Center, Renaissance Hotels, and [LOCKED_ICON] 2018, Ohio Valley Electric became 100% employee-owned. The company is invested in the relationships with customers and their fellow employees. Ohio Valley Electric Service project managers and estimators work every day to develop a relationship that is built on trust with customers, that's the reason over 68% of our sales comes from existing customers. When Ohio Valley Electrical Service employees step onto the job-site, they are proven and prepared. The customer’s project is Ohio Valley Electrical Services reputation. 

Co-op Cincy nurtures a resilient, integrated network of worker-owned businesses in the Greater Cincinnati region. Our goal: to create an economy that works for all.

The Living Wage Institute is a benefit corporation founded in 2023, leveraging over 20 years of expertise from the creators of the Living Wage Calculator, a leading public resource for living wage data in the United States. Recognizing that today’s employers are ready to design and implement their own living wage strategy, the Living Wage Institute works to equip them with the right data and insights — no matter where they are on their journey — to unlock better business performance and benefits to workers.

Fifth Third Bank (5/3 Bank), the principal subsidiary of Fifth Third Bancorp, is a bank holding company headquartered in Cincinnati, Ohio. Fifth Third operates 1,100 branches and 2,400 automated teller machines, which are in 11 states: Ohio, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, South Carolina, Tennessee, and West Virginia. It is on the list of largest banks in the United States and is ranked 321st on the Fortune 500. The name "Fifth Third" is derived from the names of the bank's two predecessor companies, Third National Bank and Fifth National Bank, which merged in 1909.

CFO Advantage will identify and introduce new ways for you to add to your company’s cash flow, improve business value, and create more time for you, your staff and strategic partners to focus on business success. We provide financial leadership, support and strategies to entrepreneurial organizations.

Standard Air & Lite Corporation is a majority employee-owned HVAC wholesale distributor headquartered in Pittsburgh, Pennsylvania. The company was founded in 1940 with branches in Erie, PA Export, PA and Shinnston, WV serving both residential and commercial [LOCKED_ICON] Air & Lite Corporation became employee-owned in 1993 when they implemented an Employee Stock Ownership Plan (ESOP). Employee ownership reinforces the company’s dedication to responsive, knowledgeable, and accurate service.

Univest

Souderton, PA

Founded in 1876, Univest Financial Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Univest Financial Corporation, including its wholly owned subsidiary Univest Bank and Trust Co., has approximately $8.0 billion in assets and $5.2 billion in assets under management and supervision through its wealth management lines of business as of March 31, 2025. Univest’s purpose and philosophy is to be a strong, influential leader in the markets it chooses to serve by providing comprehensive financial solutions; maintaining an active role in the communities it serves; and building loyal relationships with its customers and employees so that a fair profit will be provided for both the Corporation and its shareholders.

Newton One Advisors LLC

Newark, NJ

Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Newton One is independently owned and operated. CA Insurance License #6001993 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.

Dave Dennis is a 100% employee-owned company in the automotive industry, headquartered in Dayton, Ohio. Dave Dennis Chrysler Jeep Dodge Ram delivers a wide selection of vehicles at competitive prices. They also have a robust selection of used and certified pre-owned vehicles from various manufacturers, ensuring options for individuals across the income spectrum. They also have an on-site finance team that is equipped to help their buyers find their chosen care within budget. Dave Dennis dealership’s offer maintenance services to take care of customer’s vehicles in the future. The company also boasts an extensive department specializing in Chrysler, Dodge, Jeep, and Ram parts and accessories, providing genuine OEM components and Mopar parts. In 2017, Dave Dennis became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Their dedicated team of employee owners are committed to finding the perfect vehicle to suit their customers’ requirements, budget, and lifestyle. As employee owners, they take immense pride in serving the Dayton community not only with top-quality vehicles but with a strong community-oriented approach.

Wawa is an employee-owned chain of convenience stores headquartered in Wawa, Pennsylvania. Established in 1803 as an iron foundry in New Jersey, Wawa, Inc., a privately held company, has a rich history that evolved into a renowned convenience retail brand. Presently, Wawa stands as an all-day, every-day destination for fresh, made-to-order foods, beverages, coffee, fuel services, and surcharge-free ATMs. With a network of over 750 convenience retail stores (with more than 500 offering gasoline), Wawa serves customers in Pennsylvania, New Jersey, Delaware, Maryland, Virginia, and Central Florida. The stores feature an extensive selection of fresh food services, showcasing Wawa brands, including made-to-order hoagies, freshly brewed coffee, hot breakfast sandwiches, specialty beverages, soups, sides, and [LOCKED_ICON] 1992, Wawa became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Wawa provides associates with a unique opportunity to share in the company's success through the ESOP. With this program, around 13,000 Wawa associates currently enjoy the benefits of their contributions, collectively holding over a 40% ownership stake in the company.

Larson Design Group (LDG) is a 100% employee-owned architectural company headquartered in Williamsport, Pennsylvania. Since its founding in 1986, LDG has collaborated with clients across the nation, striving to provide them with responsive and innovative solutions. Their approach involves a variety of capabilities, combined with a steadfast commitment to sustainable business practices. For over three decades, these principles have not only guided their work but also served as the cornerstone for their substantial growth. Today, the team is in a phase of expansion, opening new offices and introducing new [LOCKED_ICON] 2001, Larson Design Group became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). LDG  understands that every achievement is a result of the dedication and participation of their employee-owners. The company's ownership culture profoundly influences their decision-making processes and serves as motivation for their teams, which bolsters productivity, enhances employee retention, and plays a pivotal role in shaping the future accomplishments of their organization. Employees are committed to enhancing the quality of life in both their residential areas and the communities they serve. 

We’ve built Marshall to be a home for realizing your financial future. We provide a welcoming, open-minded environment where you can feel comfortable asking questions, exploring options and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities and build long-term paths to [LOCKED_ICON] decades of working with entrepreneurs, businesses and families through multiple generations, we’ve developed a holistic “life planning” approach that brings peace of mind to you and your family. We have everything you need under one local roof, a convenient one-stop wealth management shop. Our reports and 24/7 client portal keep you informed and connected, and we’re never more than a phone call or email [LOCKED_ICON] matter what life brings, your Marshall team will be with you—to provide steady, dependable advice you can count on, today and well into the future.

P.T. Services Rehabilitation, Inc. is a leading provider of physical therapy, occupational therapy, speech pathology, and athletic training services. P.T. Services began in 1972 with a small group of physical therapists and has grown into a Tiffin-based company with over 250 employees and numerous locations. Our company has been in business for over 45 years and continues to provide excellent service in Ohio through a variety of outpatient clinics, hospitals, long-term care facilities, home health agencies, practitioners, industrial sites, and schools. We have a wealth of experience helping community hospitals improve quality of care while also improving rehab profitability. We go the extra mile, helping hospitals build community loyalty for their hospital. In 2011, P.T. Services made an innovative change from being a privately held company to operating as an ESOP corporation. 

Joy Cone is a 100% employee-owned food production company headquartered in Hermitage, Pennsylvania. The company was founded in 1918 and has been honing their craft of cone baking since. With a legacy spanning over a century, Joy Cone produces one of the finest cones in the market. The company's commitment to delivering top-quality products, complemented by exceptional customer service, has propelled it to be one of the largest ice cream cone manufacturers in the United States. Currently, Joy Cone boasts an annual production capacity exceeding 2 billion cones to customers in the United States and Mexico. Their operating facilities in Arizona, Iowa, and Mexico allow Joy Cone to offer its complete product range, including cake cones, sugar cones, waffle cones, and waffle bowls. In 1992, Joy Cone became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Joy Cone's robust ESOP rewards each eligible employee with shares upon reaching their first anniversary. Annually, employees are granted shares and receive valuation reports, thus enhancing their retirement packages and expanding in tandem with the company's growth. At Joy Cone, a steadfast commitment to personal attention and excellence fuels the transformation of a century of baking wisdom into a foundation for a bright future.

Touch of Color Flooring is a 100% employee-owned flooring company headquartered in Harrisburg, Pennsylvania. Brothers, Bill and Joe Hamad, started the company in 2002. Touch of Color Flooring now operates in four major regions in Pennsylvania with a geographic reach of over seven states. Since 2002, the company has expanded to service multiple construction divisions including Builder, Multifamily, Senior Living, Commercial, Retail, and Design. In 2021, Touch of Color Flooring became employee-owned when they implemented an Employee Stock Ownership Plan  (ESOP). Touch of Color Flooring boasts 150 employee owners who are a dedicated team that contributes to the success of the company. When the company is successful, employee owners benefit, as do the communities they serve. The ownership culture at Touch of Color Flooring empowers employees to do their best work while thriving in their career. 

Avail Technologies is an employee-owned software company headquartered in State College, Pennsylvania. Founded in 1999, Avail Technologies  has a mission dedicated to cultivating lifelong customer relationships by delivering exceptional value through a well-rounded portfolio of high-quality products and services. They actively collaborate with their clientele, leveraging their enterprise transit management software to devise customized solutions. In 2009, Avail Technologies became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). As an ESOP organization, each employee at Avail Technologies is also an owner, holding a vested interest in the company's success. Employee owners at Avail enjoy a range of benefits, including membership in the Fun, Enjoyable Workplace Crew (F.E.W. Crew). This crew organizes and sponsors various events for employees and their families, such as off-site Christmas parties, cook-offs, and outdoor activities. The company's flexible and relaxed work environment encourages employees to maintain a healthy work-life balance, aligning with the philosophy that they should work diligently and enjoy their time to the [LOCKED_ICON] Certified EO mark symbolizes Avail Technologies' unwavering dedication and passion that permeates every facet of their operations.

Triple T Transport, Inc. was founded in 1988 by Tom Sanfillipo and John Walker, who built the company on the old-school values of acting with integrity and delivering exceptional service to clients and carriers alike. Over the last 30 years, Triple T has maintained a steady, slow-growth process of expansion, extending the company’s reach and capabilities while remaining small enough to preserve a personal approach to third-party logistics (3PL).With considerable experience and multi-generational ties to the produce industry, Triple T’s focus in the beginning was primarily on the over-the-road transport of produce. Now, our focus has broadened to include brokering a range of freight shipping cargo, including produce, dry goods, refrigerated goods, frozen foods, food packaging, and much more. We have gained a strong reputation in our industry for providing timely, cost-effective transport solutions, specializing in refrigerated [LOCKED_ICON] a freight company and truck broker, we provide a seamless logistics experience to everyone we serve, and we always strive to develop repeat business. Our emphasis on delivering exceptional service drives us to act with integrity in all facets of our operations, especially in every interaction with our clients and carriers. This approach to serving our clients makes us the go-to third-party logistics team for customers throughout the country.

Waste Gas Fabricating is a 100% employee-owned manufacturing company headquartered in Fairless Hills, Pennsylvania. Waste Gas Fabricating boasts a storied history in various metalworking disciplines, including press brake metal forming, metal rolling, structural steel fabrication, stainless steel fabrication, fiber laser cutting, and the assembly of custom equipment. The company's origins date back to 1975 when its founder identified a demand for repairing waste gas devices and tackling challenging projects within the steel manufacturing sector. Their state-of-the-art facility, coupled with a fleet of company vehicles, empowers them to offer exceptional custom metal fabrication products at competitive prices. In 2007, Waste Gas Fabricating became employee-owned when it established its Employee Stock Ownership Plan (ESOP). As owners, employees at Waste Gas Fabricating benefit when the company is successful. Together, employee owners contribute their ideas and work to contribute to the company’s success. The ownership culture at Waste Gas Fabricating empowers employees to do their best work and provide an exceptional customer experience.

Kraft Fluid Systems is a 100% employee-owned heavy equipment sales company headquartered in Strongsville, Ohio. Specializing in servicing and selling world-class mobile hydraulic equipment systems, Kraft Fluid Systems has celebrated over 30 years in business. In 1998, Kraft Fluid Systems became employee-owned when it established its Employee Stock Ownership Plan (ESOP). As owners, Kraft employees take ownership of every client challenge and by using their technical expertise, work to provide the best custom solutions. Kraft Fluid Systems employee owners are known for their extensive industry knowledge, integrity, and passion. As employee-owners, they are uniquely motivated to provide increased value to their customers. Kraft Fluid Systems has developed a strong ownership culture by investing resources like ongoing training, education, and certifications for their employees. Today, Kraft has 50 employee-owners and has enjoyed consistent growth, committed team members, and a financially rewarding environment. 

Webster Industries is an employee-owned manufacturing company headquartered in Tiffin, Ohio. Since the company’s founding in 1876, Webster has transformed into a vertically integrated chain manufacturer that caters to a diverse range of industries. Over the course of its storied 140-year history, Webster Industries believes in American materials, American labor, and unwavering American pride. The company boasts a workforce of approximately 300 individuals, with operational facilities spanning Ohio, Mississippi, and [LOCKED_ICON] 1985, Webster Industries became employee-owned when they established an Employee Stock Ownership Plan (ESOP). Central to their ownership culture is their dedication to customer service. This assures every client receives the highest quality products and services. Employee owners at Webster are a dedicated team of hardworking industry professionals. The company fosters opportunities for professional growth and advancement for their employees. At Webster Industries, respect for one's contributions is not just a motto it is a fundamental aspect of their work culture.

Midwest Transatlantic Lines, Inc., is a 100% employee-owned company in the freight forwarding and Customs brokerage industries, headquartered in Berea, Ohio. Richard Gareau, a local native of Cleveland, OH started Midwest Transatlantic Lines, Inc. in 1980 with the vision of making Cleveland a strategic hub for cargo moving between Europe and the Midwest. Over Rick’s 41-year career, he has led the company from an office of only a few to the largest independent International Freight operation in [LOCKED_ICON] Transatlantic Lines Inc., became employee-owned in2021 when it established their ESOP. 

Talley Management Group, Inc., (TMG) is an employee-owned association management company headquartered in Mount Royal, New Jersey. Founded in 1987 by Bog and Gregg Talley, TMG offers customized and flexible strategies for association management. Association management firms serve as vital partners in handling the routine administrative and operational aspects of organizational management, allowing associations to channel their efforts into broader strategic initiatives while minimizing the burden of dealing with minutiae. TMG works with over 40 national and global associations providing full association management services, outsourced solutions and consulting services, plus in-person, virtual and hybrid meetings and events services. Its mission is to create stronger communities and human connections to enhance global society. In 2018, Talley Management Group became employee-owned when they established an Employee Stock Ownership Plan (ESOP). As an employee-owned company, employees benefit when the company is successful. This dynamic aligns incentives across the organization and motivates employees to do their best work. To be successful, the ownership culture at TMG empowers employees to cultivate enduring professional relationships with their clients.

The Motz Corporation (TMC) is a 100% employee-owned company in the landscaping industry headquartered in Cincinnati, Ohio. The company was founded in 1977 by Joe Motz who combined his passion for horticulture with an entrepreneurial spirit. This initial endeavor has grown into a renowned provider of innovative turf solutions across the world. Their 45 years of business reflects their enduring goal cultivating enduring relationships with their customers and partners. Whether it's the synthetic athletic fields they install and maintain or the infills used in residential and landscaping projects, Motz has a built-in promise of delivering unparalleled experiences. Today, TMC consists of three operating divisions: The Motz Group, Turf Reclamation Solutions, and [LOCKED_ICON] 2017, The Motz Corporation became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). As employee-owners, they are collectively invested in the success of their customers, partners, and the industry as a whole. Employee owners at (TMC) are a dedicated team of industry professionals who help their customers make the best choices for their unique needs. The effort in their work with the customers aims to elevate the industry and create a lasting impact on the customers and communities they take pride in [LOCKED_ICON] ownership culture at TMC is dedicated to enhancing the lives of their employees, their families, and their communities. Employee owners work in synergy, striving to build a legacy that propels both their organization and the industry to new heights. Their dedication to employee ownership fuels their commitment to nurturing their workforce, in turn, enabling ongoing improvements for the company and the communities they serve.

The Will-Burt Company is a 100% employee-owned company in the manufacturing industry headquartered in Orville, Ohio. The company specializes in manufacturing telescoping mast and tower elevation solutions. Founded in 1918, the company boasts over a hundred years in business and today is an international company with offices in Germany, Turkey, the United Kingdom, and Asia. In 1985, The Will-Burt Company became employee-owned when it established its Employee Stock Ownership Plan (ESOP). Employees at the Will-Burt Company take pride in their work because as owners, they benefit when the company is successful. Their ESOP has created a culture of accountability, respect, and trust which fosters a positive environment for teamwork to thrive. Their ESOP also provides a long-term wealth building tool to help their employees retire comfortably. To strengthen their ownership culture, The Will-Burt Company provides internal training, growth opportunities, wellness programs, and employee appreciation events throughout the year.

FST Logistics, Inc., is a 100% employee-owned freight logistics company headquartered in Dublin, Ohio. Their expertise helps their customers with complex shipping and storage needs in the grocery and retail space. FST Logistics offers end-to-end solutions that help alleviate stressors from market fluctuations. In 2014, FST Logistics, Inc., became employee-owned when it established its Employee Stock Ownership Plan (ESOP). Everyone from truck drivers to office staff are all employee owners and are driven to help their customers' brands succeed. They believe that their customers' success is their success. Since becoming employee-owned, FST Logistics is led by a hands-on management team that is dedicated to empowering their employees to provide the best service possible.

Commonwealth Fire Protection Company is a 100% employee-owned company in the fire protection industry headquartered in Leola, Pennsylvania. Commonwealth Fire Protection has dedicated the past 45 years to constructing, servicing, and inspecting fire protection systems in commercial, industrial, and residential settings through Pennsylvania, New Jersey, Maryland, and Delaware. They have assembled an internal team and a seasoned network of construction partners capable of executing fire protection construction projects at any scale. In 2020, Commonwealth Fire Protection became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). As owners, employees at Commonwealth benefit when the company is successful. This motivates them to work collaboratively to provide an exceptional customer experience in which safety is paramount. The employee owners at Commonwealth value integrity, accountability, and industry innovation to build strong customer relationships. The ownership culture at Commonwealth works to support their employees and the communities they live and work in. When employee owners are successful, it benefits themselves, the company, and the local community. Strive to build strong customer trust and retention through integrity, accountability and industry innovation.

Ketchum & Walton Company is an employee-owned HVAC contracting company headquartered in Columbus, Ohio. Ketchum & Walton Co. has provided value for their customers since 1949 through engineered solutions for air filtration, architectural and interior noise control, HVAC, and vibration solutions. The company is committed to providing products and services that are cost effective and have a positive impact on the environment by lowering energy consumption and reducing noise. Over their nearly 75 years in business, the company has grown to twelve offices in major cities throughout the Northeast. In 1981, Ketchum & Walton Co. became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). As employee owners, each individual has a vested interest in exceeding results for their clients. Their commitment is to deliver cutting-edge solutions for their customers while providing excellent customer service. They are also invested and engaged in their local communities.