We help mission-driven companies plan for the future and execute on their vision.

Our services includes:

  • Visioning and Strategic Planning

  • Succession planning

  • Alternative ownership advisory and perpetual purpose trust viability and conversions

  • Finance and capital strategy and financing advisory, support, and execution

  • Fractional/Part Time COO services

  • Executive thought partnership and coaching

We work exclusively for clients who have a positive vision for the future, and who care about their stakeholders.

Past and current clients of Lumo Group and our team include:
Andropogon Associates
Biohabitats
Berrett-Koehler Publishers
Country Natural Beef
Do Good CFO
Freeland Spirits
Grand Central Bakery
Ground Up
LifeSource Natural Foods
Local Ocean Seafoods
Noto Group
Organically Grown Company
Philly Foodworks
Spark Executive Solutions
Treebird Market
Vernier Science Education
Zingerman's Community of BusinessesDue 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.

Lumo Group is led by Peter Koehler + Keeley Tillotson.

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We are serious about privacy and security. We will never share or sell your personal information.

We would love to hear from you. Reach out to us at hello@lumogroup.co.

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