Anthony Levi

About Anthony Levi

Tenor ESOP Partners is a specialized financial advisor exclusively focused shareholder succession through the use of ESOPs (Employee Stock Ownership Plan)We assist entrepreneurs, family businesses, and shareholders of closely held companies realize the value they created in their business through the installation of these plans. I am proud of the economic value we create for our clients and their employees through our work.Prior to Tenor I worked 21 years with PACCAR, a major OEM of heavy duty trucks. I held positions in the Controller and Purchasing functions, followed by 6 years leading PACCAR\'s Dynacraft division, a $1B+ manufacturing and distribution company with three facilities. I enjoy my work as an advisor to clients seeking to create optimal exit and succession plans through the use of an ESOP. Tenor\'s expertise in ESOP design and implementation provides me the opportunity to succeed for our clients.

Experience

1. Partner

   Tenor Esop Partners

   Jan 2020 — Present · Seattle, WA, US

   Tenor ESOP Partners is a specialty financial advisor focused on creating shareholder solutions through employee ownership (ESOP). We assist entrepreneurs, family businesses, and shareholders of closely held companies realize the value they have created in their business through the installation of these plans.I am passionate about ESOPs as they provide significant benefits for selling shareholders, their employees, and the company. Please reach out to me with questions; I\'m always excited to discuss how this works.The transactions we design and facilitate allow clients to realize liquidity while taking care of their employees and management succession through the sale of their business to a tax-exempt ESOP trust. These highly tax-efficient structures result in greater post-transaction proceeds for selling shareholders than a financial sale. Shareholders continue to maintain control of their companies and exit on their own timeline.

Education

• Seattle University

  MBA, Business

  2002 — 2004

• University of Georgia - Terry College of Business

  BBA, Accounting

  1989 — 1991

Skills

• Manufacturing
• Logistics
• Low Cost Country Sourcing
• Lean Manufacturing
• Procurement
• Mrp
• Negotiation
• Six Sigma
• Supplier Negotiation
• Financial Analysis
• Materials Management
• Supply Chain Management
• Strategic Sourcing
• Supply Management
• Business Process Improvement
• Supply Chain
• Supplier Development
• Operations Management
• Inventory Management
• Sap
• Global Sourcing
• Financial Accounting
• Purchasing
• Process Improvement
• Pricing
• Cross-Functional Team Leadership
• Forecasting
• Contract Management
• Continuous Improvement
• Managerial Finance
• Financial Reporting