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Jul 2026

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The Grid Directory — People and Organizations

All People Organizations Funding

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

Project Equity

Business & Consumer Services

Oakland, CA, USA

# EO training# EOT# ESOP# Worker Co-op+3 more

Focus on EO:Exclusive

Services offered:Certification, Cooperative Development, Financial Literacy, Funding Technical Assistance, Worker Co-op 101, Post Conversion Operations, Leadership Development, EO Communication, Drafting Articles & Bylaws, Feasibility Studies, EO Research, EO Fund, EOT

Ownership type:Nonprofit Organization

Mark Wald

Los Angeles, CA, USA

CFO // problem solver // advisor

# Financial Feasibility# Cap Table (Cap Stack)# M&A# Due Diligence+6 more

Focus on EO:Partial

Organization:SPRCHRGR

Services offered:Mergers & Acquisitions (M&A), Private Equity, Search Fund, Holding Company, SBA 7(a) Loans, USDA Loans, SBIC, Commercial Banking, Lending, Underwriting, Payroll and HR Policies, Financial Modeling, Accounting & Taxation, Business Process Documentation, Business Plan

Bimmy Dhanapala

Los Angeles, CA, USA

# EO Myths# Succession Planning# CDFI# EOT+9 more

Focus on EO:Exclusive

Organization:Infinity Point CDFI

Services offered:Board Basics, Mergers & Acquisitions (M&A), Funding Technical Assistance, Successor Training, Post Conversion Operations, Estate and Tax Planning, Leadership Development, Investment Banking, Deal Structuring, SBA 7(a) Loans, USDA Loans, SBIC, EO Communication, Employee Retirement Income Security Act (ERISA), Feasibility Studies, ESOP, Accounting & Taxation, Open Book Management

SPRCHRGR

Business & Consumer Services

Los Angeles, CA, USA

# Enterprise Value# P/E Ratio# Net Profit Margin (Income to Revenue Ratio)# Credit Facility+9 more

Focus on EO:Partial

Services offered:Exit Planning, Mergers & Acquisitions (M&A), Private Equity, Search Fund, Holding Company, SBA 7(a) Loans, USDA Loans, SBIC, EO Accounting & Taxation, Payroll and HR Policies, Financial Modeling, Accounting & Taxation, Business Process Documentation, Business Plan

Ownership type:

CSG Partners

Financial Svcs. (Non-bank & Insurance)

New York, NY, USA

# Employee-Led Buyout# Feasibility Study# Financial Feasibility# ESOP+5 more

Focus on EO:Exclusive

Services offered:Exit Planning, Investment Banking, Deal Structuring, Feasibility Studies, ESOP, Financial Modeling

Ownership type:Privately Owned

Georgia Center for Employee Ownership

Business & Consumer Services

Woodstock, GA, USA

# EOT# Ownership Culture# ESOP# Worker Co-op+2 more

Focus on EO:Exclusive

Services offered:Exit Planning, Worker Co-op 101, ESOP, EOT

Ownership type:Nonprofit Organization

Triple Beam Advisors

Financial Svcs. (Non-bank & Insurance)

# Succession Planning# Feasibility Study# Blended Finance# Liquidation Value+14 more

Focus on EO:Partial

Services offered:Cooperative Development, Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Successor Training, Worker Co-op 101, Post Conversion Operations, Leadership Development, Investment Banking, Deal Structuring, Feasibility Studies, Member Participation, EO Research, ESOP, Financial Modeling, Business Plan

Ownership type:Privately Owned

Matthew Epperson

Athens, GA, USA

Local Outreach Coordinator at Georgia Center for Employee Ownerwship

# Investment Co-op# EO Myths# EO Plan Design# EO Fees+27 more

Focus on EO:Exclusive

Organization:Georgia Cooperative Development Center

Services offered:—

DBI Business Interiors

Office Equipment & Services

Lansing, MI, USA

# Succession Planning# ESOP

Focus on EO:Not Yet

Services offered:—

Ownership type:Employee Stock Ownership Plan (ESOP)

Natural Investments

Financial Svcs. (Non-bank & Insurance)

San Francisco, CA, USA

# CDFI# Alternative Ownership Enterprise# Perpetual Purpose Trust# Diversification+4 more

Focus on EO:—

Services offered:Financial Literacy, Impact Investor, Estate and Tax Planning, Certified B Corp & Public Benefits Corp, EOT

Ownership type:Other

Blue Ridge ESOP Associates

Business & Consumer Services

Charlottesville, VA, USA

# EO Plan Design# Business Plan# EO Communication# TPA

Focus on EO:Exclusive

Services offered:Exit Planning, Successor Training, Worker Co-op 101, EO Communication, Feasibility Studies, EO Research, ESOP, Payroll and HR Policies, Financial Modeling, EOT, Business Process Documentation, Business Plan

Ownership type:—

Common Trust

Financial Svcs. (Non-bank & Insurance)

San Francisco, CA, USA

# Succession Planning# Feasibility Study# EOT# Ownership Culture+5 more

Focus on EO:Exclusive

Services offered:Exit Planning, Successor Training, EO Communication, Feasibility Studies, EO Research, EO Fund, Financial Modeling, EOT, Business Process Documentation, Business Plan

Ownership type:—

Stratus Business Advisors

Business & Consumer Services

Kensington, MD, USA

# EOT# Perpetual Purpose Trust# Worker Co-op# Business Valuation

Focus on EO:Partial

Services offered:Business Valuation & Appraisals, Funding Technical Assistance, Investment Banking, Deal Structuring, Insurance Broker, EO Accounting & Taxation, Accounting & Taxation, Employee Benefits, Certified Business Appraiser

Ownership type:Privately Owned

Jason Wiener | p.c.

Business & Consumer Services

Boulder, CO, USA

# SEC# Bylaws# Patronage Dividend

Focus on EO:Partial

Services offered:Cooperative Development, Mergers & Acquisitions (M&A), Estate and Tax Planning, Employee Retirement Income Security Act (ERISA), Expert Witness Assignment

Ownership type:—

Marc Tognotti, Ph.D.

San Francisco, CA, USA

President & Co-Founder

# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more

Focus on EO:Exclusive

Organization:Infinity Point CDFI

Services offered:Successor Training, Leadership Development, Private Equity, Search Fund, Holding Company, EO Communication, Feasibility Studies, ESOP, Conflict Resolution Training, Open Book Management

Frank Cetera

Syracuse, NY, USA

Business Transfers Program Director

# Worker Co-op# EO Advisor# Broad-based Employee Ownership

Focus on EO:Exclusive

Organization:Workers to Owners Collaborative (W2O)

Services offered:Cooperative Development, Worker Co-op 101, Leadership Development, Member Participation, Financial Modeling, Community Development Financial Institution (CDFI)

Howard Kaplan

Howard Kaplan

Atlanta, GA, USA

CEO at Kaplan Fiduciary Group

Focus on EO:Exclusive

Organization:Kaplan Fiduciary Group

Services offered:Board Basics, Leadership Development, Onboarding & Orientation, ESOP, Expert Witness Assignment

Aligned Law

Business & Consumer Services

Portland, OR, USA

Focus on EO:Partial

Services offered:Cooperative Development, Mergers & Acquisitions (M&A), Estate and Tax Planning, Employee Retirement Income Security Act (ERISA), Expert Witness Assignment

Ownership type:Privately Owned

Deborah Farrell

Berkeley, CA, USA

Workplace Democracy Consultant

# Worker Owner# Succession Planning# EO Leadership# Ownership Culture+3 more

Focus on EO:Exclusive

Organization:—

Services offered:Board Basics, Successor Training, Worker Co-op 101, Post Conversion Operations

Up & Over Advisors

Portland, OR, USA

Focus on EO:Partial

Services offered:Mergers & Acquisitions (M&A), Certified B Corp & Public Benefits Corp

Ownership type:Privately Owned

Text-Em-All

Telecom. Services

Frisco, TX, USA

# EOT# Perpetual Purpose Trust

Focus on EO:Exclusive

Services offered:—

Ownership type:Other

North Carolina Employee Ownership Center (NCEOC)

Raleigh, NC, USA

# Employee Ownership Center

Focus on EO:Exclusive

Services offered:Exit Planning

Ownership type:Nonprofit Organization

ShopBot Tools

Raleigh, NC, USA

# Employee Ownership Trust# Earnout# EOT# EO Case Study

Focus on EO:Exclusive

Services offered:—

Ownership type:Employee Ownership Trust (EOT)

Mark Smith

Graeagle, CA, USA

Independent Director - ESOP's and Owner at Summit Business Advisors.

# Executive Compensation# Quadratic Voting# ESOP# Audit+3 more

Focus on EO:Exclusive

Organization:Arrow Media

Services offered:—

Stout Capital

Financial Svcs. (Non-bank & Insurance)

Chicago, IL, USA

Focus on EO:Partial

Services offered:Business Valuation & Appraisals, Funding Technical Assistance, Investment Banking, Deal Structuring, Insurance Broker, EO Accounting & Taxation, Accounting & Taxation, Employee Benefits, Certified Business Appraiser

Ownership type:—

Zolidar

Software (Internet)

Oakland, CA, USA

Focus on EO:Exclusive

Services offered:—

Ownership type:Direct Employee Ownership

Mission Driven Finance

Financial Svcs. (Non-bank & Insurance)

# Due Diligence# Impact Investing# Private Equity

Focus on EO:Partial

Services offered:Impact Investor, Private Equity, Search Fund, Holding Company, Commercial Banking, Lending, Underwriting, Certified B Corp & Public Benefits Corp, EO Fund

Ownership type:Privately Owned

Tim Rettig

Cincinnati, OH, USA

Chief Employee Ownership Advocate

# Holding Company# Ownership Culture# ESOP# EO Advocacy

Focus on EO:Partial

Organization:3LS

Services offered:—

Jack Veale

West Hartford, CT, USA

# Succession Planning# Feasibility Study# Executive Transition# EO Advisor

Focus on EO:Not Yet

Organization:Esopmarketplace.com

Services offered:—

ImpactGC LLP

Washington, DC, USA

Focus on EO:Partial

Services offered:Exit Planning, Mergers & Acquisitions (M&A), Drafting Articles & Bylaws, Certified B Corp & Public Benefits Corp, Payroll and HR Policies, EOT

Ownership type:Privately Owned

Showing 1 to 30 of 61,479 results

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