Exit Planning Tools
- Day Zero Guide
- Aha Planner
Community
- The Grid

The Grid Directory — People and Organizations

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Privacy policy Terms of Service Cookies Acceptable Use Policy

© 2026 Zolidar, Inc. All Rights Reserved.

👋 Meet Zolid AI

Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

All People Organizations

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.

Join The Grid

272 results found

Recology

Environmental And Waste Services

San Francisco, CA, USA

# Strategic Sale# ESOP

Marion Champoux-Pellegrin

Rocky Mountain Employee Ownership Center (RMEOC)

Rural Employee Ownership Director

IW

Ivy Wan-Beltejar

Empire Valuation Consultants

Rochester, NY, USA

# Feasibility Study

ML

Martha L. Sullivan

Provenance Hill Consulting

Consultant and President

Madison, WI, USA

JM

Jim Massey

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

Washington, DC, USA

EG

Elizabeth Goltermann

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

President and CEO

Whitefish Bay, WI, USA

# Ownership Culture

MQ

Michael Quarrey

Vice President, Corporate Development

Marlborough, MA, USA

DM

Dan Markowitz

Partner, Board Member

Eden Prairie, MN, USA

# Succession Planning

TK

Todd Klimas

Wilson Electric Services

President and Employee Owner

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

Boston, MA, USA

JE

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

Durango, CO, USA

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

CK

Christopher Kramer

Acuity Advisors

Managing Director

Santa Ana, CA, USA

# Preferred Stock

CD

Cooperative Development Institute

Business And Consumer Services

Northampton, MA, USA

CL

Crêpes à Latte Experiential Hospitality

Vernon Hills, IL, USA

# EO Entity# 100% EO

Evan Edwards

Chief Executive Officer

Los Angeles, CA, USA

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

West Hartford, CT, USA

# Feasibility Study

Showing 61 to 90 of 272 results

Previous 1 2 3 4 5...10 Next

—

# 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