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The Grid Directory — People and Organizations

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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.

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CJ

Chris Johnson

Dickinson, ND, USA

Senior Vice President Finance Administration at TMI Systems Corporation

# ESOP# Board of Directors# EO Accounting

Focus on EO :Exclusive

Organization :Uncubed

Services offered :—

PO

Patrick O'Brien

Lakewood, CO, USA

Internal Trustee and Employee Owner

# Ownership Culture# ESOP# EO Administration# EO Fiduciary+2 more

Focus on EO :Exclusive

Organization :OB3

Services offered :—

Turner Wyatt

# Community Wealth Building

Focus on EO :—

Organization :SmallCapital

Services offered :Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Funding Technical Assistance, Post Conversion Operations, Investment Banking, Deal Structuring, Private Equity, Search Fund, Holding Company, Financial Modeling, EOT

HC

Haydee Caldero

Chicago, IL, USA

# ESOP# Board of Directors# EO Accounting

Focus on EO :Exclusive

Organization :Illinois Center for Employee Ownership

Services offered :—

SL

Scott Leach

Austin, TX, USA

# Succession Planning# Feasibility Study# ESOP# Transaction Complexity+3 more

Focus on EO :Exclusive

Organization :BDO USA

Services offered :—

Live Oak Bank

Wilmington, NC, USA

Focus on EO :Partial

Services offered :Commercial Banking, Lending, Underwriting

Ownership Type :—

The Great Game of Business

Springfield, MA, USA

Focus on EO :Exclusive

Services offered :Engagement Surveys, Retention Tracking, Financial Literacy, Leadership Development, Onboarding & Orientation, Conflict Resolution Training, Open Book Management

Ownership Type :Employee Stock Ownership Plan (ESOP)

A Slice of New York

Food Processing

Focus on EO :Exclusive

Services offered :—

Ownership Type :Worker Cooperative

Keystone Development Center

Focus on EO :—

Services offered :Cooperative Development, Leadership Development, Feasibility Studies, Conflict Resolution Training, Business Plan

Ownership Type :Nonprofit Organization

Georgia Cooperative Development Center

Business And Consumer Services

Carrollton, GA, USA

# EO Plan Design# Bylaws# Ownership Culture# Worker Co-op+2 more

Focus on EO :Partial

Services offered :—

Ownership Type :

Business Transition Advisors

Business And Consumer Services

Battle Ground, WA, USA

Focus on EO :Partial

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 :Employee Stock Ownership Plan (ESOP)

Kaplan Fiduciary Group

Financial Svcs Non Bank And Insurance

Atlanta, GA, USA

# ESOP# 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, ESOP, Trust Administration, Trustee

Ownership Type :Privately Owned

American Working Capital

Chicago, IL, USA

# EO Advisor# EO Financing

Focus on EO :Partial

Services offered :Private Equity, Search Fund, Holding Company

Ownership Type :—

Resources for Learning

Austin, TX, USA

Focus on EO :Exclusive

Services offered :—

Ownership Type :Worker Cooperative

Menke & Associates

Financial Svcs Non Bank And Insurance

Oakland, CA, USA

Focus on EO :Partial

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 :Employee Stock Ownership Plan (ESOP)

National Center for Employee Ownership (NCEO)

Business And Consumer Services

Oakland, CA, USA

# EOT# ESOP# EO Advisor

Focus on EO :Exclusive

Services offered :—

Ownership Type :Nonprofit Organization

Maximum Fun

San Francisco, CA, USA

# EO Case Study

Focus on EO :Exclusive

Services offered :—

Ownership Type :Worker Cooperative

EE

ESI Equity

Business And Consumer Services

Waukesha, WI, USA

# ERISA# Valuation Multiples# ESOP# Executive Transition+2 more

Focus on EO :—

Services offered :—

Ownership Type :Privately Owned

KS

Kevin Selzer

Denver, CO, USA

Employee Ownership Trust Lawyer

# EOT# Perpetual Purpose Trust# ESOP# Broad-based Employee Ownership

Focus on EO :Partial

Organization :Holland & Hart

Services offered :Estate and Tax Planning

Michael Balstad

Nashville, TN, USA

Focus on EO :Not Yet

Organization :Bizleavable

Services offered :—

JC

John Carroll

Naperville, IL, USA

Independent Director at ESOP owned Companies

# ESOP# Board of Directors# EO Accounting

Focus on EO :Exclusive

Organization :Big Sandy Furniture

Services offered :—

BH

Blake Head

Atlanta, GA, USA

Managing Director-ESOP Advisory Services Leader

# Succession Planning# Feasibility Study# ESOP# Transaction Complexity+3 more

Focus on EO :Exclusive

Organization :BDO USA

Services offered :—

RV

Richard Van Doel

# ESOP# Post Transaction# EO Advisor# S ESOP+1 more

Focus on EO :Exclusive

Organization :Performance Validation

Services offered :—

LL

Lara L. Hemingway

Spokane, WA, USA

Founding Member, Board Member

# ESOP# M&A# Board of Directors

Focus on EO :Not Yet

Organization :Trs Group

Services offered :—

WB

William (Bill) Obrien

Chicago, IL, USA

Corporate Client Group Director

# Succession Planning# Qualified Retirement Plan# 1042 rollover# Trustee+3 more

Focus on EO :Exclusive

Organization :Morgan Stanley

Services offered :—

SK

Susan Kildahl

Duluth, MN, USA

Chief Financial Officer

# Ownership Culture# ESOP# Board of Directors# EO Accounting

Focus on EO :Exclusive

Organization :NHS Northstar

Services offered :—

KL

Kevin Long

San Jose, CA, USA

Shareholder/ President/ Employee Benefits Law Group PC

# Qualified Retirement Plan# Trustee# Feasibility Study# DOL+8 more

Focus on EO :Exclusive

Organization :Employee Benefits Law Group PC

Services offered :—

SB

Sheryl Bayani-Alzona

Los Angeles, CA, USA

Benefits – ESOP Attorney at Employee Benefits Law Group PC

# Qualified Retirement Plan# Trustee# Feasibility Study# DOL+8 more

Focus on EO :Exclusive

Organization :Employee Benefits Law Group PC

Services offered :—

RF

Robert Friedman

Warren, NJ, USA

# Ownership Culture# ESOP# Board of Directors# EO Accounting

Focus on EO :Not Yet

Organization :Dresner Partners

Services offered :—

Kristin Forde

Madison, WI, USA

Cooperative Development Specialist at UWCC

Focus on EO :Exclusive

Organization :University of Wisconsin Center for Cooperatives (UWCC)

Services offered :Cooperative Development, Board Basics, Worker Co-op 101, Leadership Development, EO Communication, Drafting Articles & Bylaws, Onboarding & Orientation, Conflict Resolution Training

Showing 61 to 90 of 61,360 results

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Nonprofit Organization