Peter Koehler

About Peter Koehler

I am a co-founder and Partner at Lumo Group. Lumo Group helps 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 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 We also produce Uncommon Business, a newsletter and podcast about businesses and leaders who do things differently. Subscribe at 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 I hold the following securities licenses: FINRA Series 24, 63, 79, 82, SIE

Experience

1. Co-founder Treasurer

   Stronghold Ownership

   Sep 2024 — Present

   We are a not-for-profit organization dedicated to supporting the growth of purpose trust ownership in the United States.

Education

• Seth Godin's altMBA

  The altMBA is an intensive 4-week workshop designed by Seth Godin

• Univerzita Karlova v Praze

  Central European Studies; Film Studies

• University of Southern California

  Bachelor’s Degree

• University of Southern California

  Master’s Degree