We help responsible companies with operations and ownership.

Our Services

Operations

  • Fractional/Part Time COO services

  • Operational and strategy support

  • Ad-hoc operational engagements (i.e. hiring, org design, systems development)

  • Executive thought partnership

Ownership

  • Alternative ownership advisory and education

  • Perpetual Purpose Trust (PPT) and Employee Ownership Trust (EOT) explorations & implementations

  • Ownership transition viability studies

  • Transition financing and capital strategy

  • Financing advisory, support, and execution.

  • Mission-aligned fundraising support and management

  • Governance design

  • Ad-hoc ownership/financing engagements

Lumo Group is led by Peter Koehler + Keeley Tillotson.

We work exclusively for responsible companies.

Our typical client is a profitable small or medium sized business who has a reason for existing beyond just making money.Our clients treat their employees fairly, care about their communities and stakeholders, and act with integrity.Below are some past and current clients of Lumo Group and our team, with a brief summary of how we supported them.

Andropogon Associates - Ownership design process
Biohabitats - Perpetual purpose trust ownership transition (design and implementation)
Berrett-Koehler Publishers - Mission-aligned fundraising support
Concept2 - Perpetual purpose trust ownership transition (design and implementation)
Country Natural Beef - Mission-aligned ownership and financing support
Do Good CFO - Fractional COO services
Freeland Spirits - Mission-aligned fundraising support
Grand Central Bakery - Perpetual purpose trust ownership and financing design
Ground Up - Fractional COO services
LifeSource Natural Foods - Ownership design process
Local Ocean Seafoods - Employee ownership trust transition
Natural Investments - Employee ownership trust transition
Noto Group - Ownership design process
Organically Grown Company - Perpetual purpose trust transition & associated financing
Philly Foodworks - Advisory support
Spark Executive Solutions - Operations support
Treebird Market - Mission-aligned financing support
Vernier Science Education - Perpetual purpose trust transition
Zingerman's Community of Businesses - Perpetual purpose trust implementationWe support businesses across all industries throughout the US and Canada.Due to the sensitive nature of some of the work we do regarding potential ownership transitions and capital raising, some clients have chosen to remain confidential.

Are you interested in working together or learning more about our services?If so, please email us at hello [at] lumogroup.co with a brief overview of your company and what you're looking for.If you are a potential fit for our services, then we will schedule a complementary introductory call.

Uncommon BusinessJoin hundreds of other forward-thinking entrepreneurs, business owners, employees, and capital providers who subscribe to Uncommon Business: A newsletter and podcast about businesses and leaders who do things differently.**👇👇👇

You may also subscribe to the Uncommon Business podcast directly on Spotify, Apple, or where you get your podcasts (just search for us!)

success!

Thank you for following along.Follow Peter and Keeley on LinkedIn