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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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Miles Mudzviti's profile picture

Miles Mudzviti

—
Founder & Director
# Succession Planning# EOT# EO Case Study# EO Advocacy
Focus on EO :Exclusive
Organization :EO Sector
Services offered :EO Communication, Member Participation, EO Research, EOT

RB

Robert Brown

Vorehees, NJ, USA
CEO
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :American Asphalt Company
Services offered :—
A Few Cool Hardware Stores

A Few Cool Hardware Stores

Retail General
Washington, DC, USA
# ESOP
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Upside Down Consulting

Upside Down Consulting

Business And Consumer Services
Chicago, IL, USA
Focus on EO :Partial
Services offered :Board Basics, Post Conversion Operations, ESOP Third Party Administrator (TPA), Drafting Articles & Bylaws, Member Participation, Certified B Corp & Public Benefits Corp, Trust Administration, Trustee
Ownership Type :Privately Owned
Merit Financial Advisors

Merit Financial Advisors

Financial Svcs Non Bank And Insurance
Alpharetta, GA, 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 :—
Shared Capital Cooperative

Shared Capital Cooperative

Banks Regional
Minnetonka, MN, USA
Focus on EO :Partial
Services offered :Community Development Financial Institution (CDFI)
Ownership Type :—

WM

Willamette Management Associates

Business And Consumer Services
Chicago, IL, USA
# Enterprise Value# Book Value# NPV# ERISA+9 more
Focus on EO :Partial
Services offered :—
Ownership Type :—
Optimax Systems

Optimax Systems

Aerospace Defense
Ontario, NY, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Round Sky Solutions

Round Sky Solutions

Education
Montpelier, VT, USA
# EO Advisor
Focus on EO :Partial
Services offered :Board Basics, Post Conversion Operations, ESOP Third Party Administrator (TPA), Drafting Articles & Bylaws, Member Participation, Certified B Corp & Public Benefits Corp, Trust Administration, Trustee
Ownership Type :Privately Owned
Impact Matters Law LLP

Impact Matters Law LLP

Business And Consumer Services
Los Angeles, CA, USA
# EOT# Worker Co-op# Transaction Complexity# M&A+1 more
Focus on EO :Partial
Services offered :Cooperative Development, Mergers & Acquisitions (M&A), Worker Co-op 101, Drafting Articles & Bylaws, EOT
Ownership Type :
Kyler Gilbert's profile picture

Kyler Gilbert

Los Angeles, CA, USA
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
# Succession Planning# Family Business# Family Ownership
Focus on EO :Partial
Organization :Business Consulting Resources
Services offered :Exit Planning, Mergers & Acquisitions (M&A), Successor Training, Leadership Development, Private Equity, Search Fund, Holding Company

JJ

Jeffrey Jamerino

Troy, MI, USA
President and CEO | Board Member | ESOP Expert | M&A Expert
# Ownership Culture# ESOP# M&A# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Panelmatic
Services offered :—

ES

Erich Schmid

Hilton Head Island, SC, USA
Founder, CEO, President
# Succession Planning# ESOP# M&A# Board of Directors
Focus on EO :Exclusive
Organization :Business Intermediary Services
Services offered :—

AB

Anne-Claire Broughton

Durham, NC, USA
Principal at Broughton Consulting LLC
# Succession Planning# EO Advisor# Open-Book Management
Focus on EO :Not Yet
Organization :Broughton Consulting
Services offered :Successor Training, Open Book Management

SG

Sam Gray

Richmond, VA, USA
Managing Partner at Liszka & Gray, LLC
# EO Advisor# Deal Team
Focus on EO :Exclusive
Organization :Pinemill Partners
Services offered :Mergers & Acquisitions (M&A), Drafting Articles & Bylaws
Tim Rettig's profile picture

Tim Rettig

Cincinnati, OH, USA
CTO
# Holding Company# Ownership Culture# ESOP# EO Advocacy
Focus on EO :Partial
Organization :3Ls
Services offered :—
Washington Center for Employee Ownership

Washington Center for Employee Ownership

Other
Bellingham, WA, USA
# Succession Planning# EOT# ESOP# Worker Co-op+3 more
Focus on EO :Exclusive
Services offered :Exit Planning, Worker Co-op 101, EO Research, ESOP, EOT
Ownership Type :
Local Ocean Seafoods

Local Ocean Seafoods

Restaurant Dining
Newport, OR, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Griffin Financial Group

Griffin Financial Group

—
—
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 :—
EO Sector

EO Sector

—
London, KY, USA
# Trustee# EOT# 100% EO
Focus on EO :Exclusive
Services offered :EO Communication, EO Research
Ownership Type :Privately Owned

CI

Capital Impact Partners

Financial Svcs Non Bank And Insurance
Washington, DC, USA
# CDFI# DEI
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Ownership Works

Ownership Works

Other
New York, NY, USA
# EO Advisor
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 :Nonprofit Organization
Employee Ownership Expansion Network (EOX)

Employee Ownership Expansion Network (EOX)

Business And Consumer Services
Arlington, VA, USA
# EO Advisor# Employee Ownership Center
Focus on EO :Exclusive
Services offered :Exit Planning, Cooperative Development, Worker Co-op 101, EO Communication, EO Research, ESOP, EOT
Ownership Type :Nonprofit Organization
EO Equals

EO Equals

Business And Consumer Services
—
# EO Advocacy
Focus on EO :Exclusive
Services offered :EO Communication, EO Research
Ownership Type :Other

BU

ButcherJoseph

Business And Consumer Services
Saint Louis, MO, USA
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Alexandra Devendra's profile picture

Alexandra Devendra

Portland, OR, USA
Attorney, Founder
# Employee-Led Buyout# Bylaws# EOT# LOI+4 more
Focus on EO :Partial
Organization :Aligned Law
Services offered :—
Ashish Agrawal's profile picture

Ashish Agrawal

Palo Alto, CA, USA
Founder @ Zolidar; 2x-Google, x-Matterport
# EO Leadership
Focus on EO :Exclusive
Organization :Zolidar
Services offered :—

FJ

Foster James McCarl

Leesville, SC, USA
Independent Board Member / Business Strategist / Consultant
# Ownership Culture# Board of Directors
Focus on EO :Exclusive
Organization :New Enterprise Stone and Lime Company
Services offered :—
Loren Rodgers's profile picture

Loren Rodgers

Oakland, CA, USA
Executive Director
# Succession Planning# Equity/Stock Sale# EO Plan Design# Executive Compensation+6 more
Focus on EO :Exclusive
Organization :—
Services offered :—

DO

Deborah Olson

Hanover, NH, USA
Expert EO Attorney
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more
Focus on EO :Exclusive
Organization :MLG Foundation
Services offered :—

Showing 31 to 60 of 61,360 results

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Worker Cooperative
Nonprofit Organization