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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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Project Equity

Project Equity

Business And 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's profile picture

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's profile picture

Bimmy Dhanapala

Los Angeles, CA, USA
CFO
# 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

SPRCHRGR

Business And Consumer Services, Information Services, Other
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
CSG Partners

CSG Partners

Financial Svcs Non Bank And Insurance, Brokerage And Investment Banking
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
Georgia Center for Employee Ownership

Georgia Center for Employee Ownership

Business And 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 :

TB

Triple Beam Advisors

Financial Svcs Non Bank And 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
Matthew Epperson's profile picture

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 :—
Natural Investments

Natural Investments

Financial Svcs Non Bank And Insurance
San Francisco, CA, USA
# CDFI# Alternative Ownership Enterprise# Diversification# Steward Ownership+3 more
Focus on EO :—
Services offered :Financial Literacy, Impact Investor, Estate and Tax Planning, Certified B Corp & Public Benefits Corp, EOT
Ownership Type :
Blue Ridge ESOP Associates

Blue Ridge ESOP Associates

Business And 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

Common Trust

Financial Svcs Non Bank And Insurance, Business And Consumer Services, Education, Software System And Application
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
Stratus Business Advisors

Stratus Business Advisors

Business And 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
Jason Wiener | p.c.

Jason Wiener | p.c.

Business And 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.'s profile picture

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's profile picture

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's profile picture

Howard Kaplan

Atlanta, GA, USA
CEO at Kaplan Fiduciary Group
# EO Advisor
Focus on EO :Exclusive
Organization :Kaplan Fiduciary Group
Services offered :Board Basics, Leadership Development, Onboarding & Orientation, ESOP, Expert Witness Assignment
Aligned Law

Aligned Law

Business And Consumer Services
Portland, OR, USA
# EOT# B Corp
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's profile picture

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

Up & Over Advisors

Other
Portland, OR, USA
# M&A
Focus on EO :Partial
Services offered :Mergers & Acquisitions (M&A), Certified B Corp & Public Benefits Corp
Ownership Type :Privately Owned
North Carolina Employee Ownership Center (NCEOC)

North Carolina Employee Ownership Center (NCEOC)

—
Raleigh, NC, USA
# Employee Ownership Center
Focus on EO :Exclusive
Services offered :Exit Planning
Ownership Type :Nonprofit Organization
Zolidar

Zolidar

Software Internet, Software System And Application
Oakland, CA, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Privately Owned

MS

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 :—
Text-Em-All

Text-Em-All

Telecom Services
Frisco, TX, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Stout Capital

Stout Capital

Financial Svcs Non Bank And 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 :—
Mission Driven Finance

Mission Driven Finance

Financial Svcs Non Bank And Insurance, Investments And Asset Management
—
# 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

JV

Jack Veale

West Hartford, CT, USA
Founder
# Succession Planning# Feasibility Study# Executive Transition# EO Advisor
Focus on EO :Not Yet
Organization :Esopmarketplace.com
Services offered :—
ImpactGC LLP

ImpactGC LLP

Other
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
ShopBot Tools

ShopBot Tools

Machinery
Raleigh, NC, USA
# Earnout# EOT# EO Case Study
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)

CC

Co-op Cincy

Business And Consumer Services
Cincinnati, OH, USA
# Worker Co-op# EO Advisor# Union Worker Co-op# EO Advocacy
Focus on EO :—
Services offered :—
Ownership Type :Nonprofit Organization
Permanent Equity

Permanent Equity

Other
Columbia, MO, USA
# Holding Company# Private Equity
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company
Ownership Type :Privately Owned

Showing 1 to 30 of 61,360 results

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Ownership Type :Privately Owned
Ownership Type :Privately Owned
Nonprofit Organization
Ownership Type :Privately Owned
Employee Ownership Trust (EOT)
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Ownership Type :—
Ownership Type :Privately Owned