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The Grid Directory — People and Organizations

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Discover Experts and Support for Your Business Transition

Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

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272 results found

Recology

Recology

Environmental And Waste Services
San Francisco, CA, USA
# Strategic Sale# ESOP
Marion Champoux-Pellegrin's profile picture

Marion Champoux-Pellegrin

Rocky Mountain Employee Ownership Center (RMEOC)
Rural Employee Ownership Director

IW

Ivy Wan-Beltejar

Empire Valuation Consultants
Senior Manager
Rochester, NY, USA
# Feasibility Study

ML

Martha L. Sullivan

Provenance Hill Consulting
Consultant and President
Madison, WI, USA

JM

Jim Massey

Morgan Stanley
Senior Vice President, Financial Advisor
Dallas, TX, USA

EE

Edward (Ed) Wilusz

Value Management
Managing Director
Jamison, PA, USA
# Repurchase Obligation

SB

Samuel Brownell

Stratus Business Advisors
Founder & CEO
Washington, DC, USA
# M&A

EG

Elizabeth Goltermann

Ki Industries
Vice Chairman of the Board
Elmhurst, IL, USA

JA

John A. Kober

Morgan, Lewis & Bockius LLP
Managing Partner
Dallas, TX, USA
# Feasibility Study

TL

Terry Leahy

NHS Northstar
President and CEO
Whitefish Bay, WI, USA
# Ownership Culture

MQ

Michael Quarrey

Web Industries
Vice President, Corporate Development
Marlborough, MA, USA

DM

Dan Markowitz

Boulay LLP
Partner, Board Member
Eden Prairie, MN, USA
# Succession Planning

TK

Todd Klimas

Wilson Electric Services
President and Employee Owner
Tempe, AZ, USA
Luke Hoffman's profile picture

Luke Hoffman

North Carolina Employee Ownership Center (NCEOC)
Director of Programs, NC Employee Ownership Center

BH

Brian Hock

Greenwich Capital Group
Managing Director
Detroit, MI, USA
# Ownership Culture

JP

Jade Palermo

Empire Valuation Consultants
Director
Boston, MA, USA
# Trustee

JE

John E. Johnson

John E Johnson
Business Appraiser and Valuation Expert
Incline Village, NV, USA

BB

Brock Barton

King Arthur Baking Company
Chief Financial Officer
White River Junction, VT, USA

PJ

Patrick J. Swanick

Tom Lange Company
Board Chairman - Cramer Fish Sciences (CFS); Board Member - The Tom Lange Company; Board Member - Orchard & Vineyard Supply (OVS)

KS

Kerry Siggins

Stoneage
CEO
Durango, CO, USA
# Trustee

ML

Mark Lewis

Woodfold Marco Manufacturing
Retired Trustee (prev. CEO)
Forest Grove, OR, USA

EL

Edward Leventhal

Valco Industries
President and CEO
Springfield, OH, USA
# Ownership Culture

PH

Phillip Hayes

Berman Hopkins CPAs & Associates, LLP
Partner at Berman Hopkins CPAs & Associates, LLP
Melbourne, FL, USA

DS

Drew Schaefer

SCJ Fiduciary Services
Independent Trustee
Smithfield, KY, USA
# Trustee

CK

Christopher Kramer

Acuity Advisors
Managing Director
Santa Ana, CA, USA
# Preferred Stock

CD

Cooperative Development Institute

Business And Consumer Services
Northampton, MA, USA
# Worker Co-op

CL

Crêpes à Latte Experiential Hospitality

—
Vernon Hills, IL, USA
# EO Entity# 100% EO
Evan Edwards's profile picture

Evan Edwards

Project Equity
Chief Executive Officer
Los Angeles, CA, USA
# EOT

TK

Taylor Knickel

Texas Center for Employee Ownership (TXCEO)
Director of the TXCEO
Austin, TX, USA

RS

Robert Schatz

ESOP Plus: Schatz Brown Glassman LLP
Partner
West Hartford, CT, USA
# Feasibility Study

Showing 61 to 90 of 272 results

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# EO Financials
# Financial Statements
# ESOP
+6 more
# Succession Planning
# Family Business
# ESOP
# Board of Directors
+1 more
# Qualified Retirement Plan
# 1042 rollover
# Trustee
# Family Office
+5 more
# Trustee
# Feasibility Study
# ESOP
+4 more
# EO Advisor
# Business Valuation
# Ownership Culture
# ESOP
# Audit
# EO Audits
+2 more
# Executive Compensation
# Liquidity
# Family Business
+3 more
# ESOP
# Board of Directors
# Ownership Culture
# ESOP
# Board of Directors
# Repurchase Obligation
# Feasibility Study
# M&A
+2 more
# Succession Planning
# Trustee
# DOL
# ERISA
+7 more
Winston-Salem, NC, USA
# Succession Planning# EO Advisor# EO Advocacy
# ESOP
# Transaction Complexity
# M&A
+2 more
# Feasibility Study
# ESOP
# Transaction Complexity
+5 more
# EO Litigation
# Feasibility Study
# ESOP
# M&A
+1 more
# Trustee
# Ownership Culture
# ESOP
# Board of Directors
+1 more
Haverford, PA, USA
# Ownership Culture# ESOP# Board of Directors# EO Accounting
# Ownership Culture
# ESOP
# Board of Directors
# Ownership Culture
# ESOP
# Board of Directors
# EO Accounting
# ESOP
# Board of Directors
# EO Advisor# Deal Team# CPA
# EO Financials
# ESOP
# Due Diligence
+1 more
# Feasibility Study
# EO Financials
# ESOP
+3 more
# Ownership Culture
# ESOP
# Worker Co-op
+1 more
# EO Advisor
# ERISA
# ESOP
# EO Plan Termination