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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.

Join The Grid

AK

Ann Kim

Chicago, IL, USA
VP/ Financial Advisor with the ESOP Group
# Qualified Retirement Plan# 1042 rollover# Trustee# Family Office+2 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—
Ellen G. Frank-Miller's profile picture

Ellen G. Frank-Miller

Chicago, IL, USA
Founder & CEO
# Employee Impact Index
Focus on EO :Exclusive
Organization :Workforce & Organizational Research Center (WORC)
Services offered :Engagement Surveys, Retention Tracking, EO Research

SM

Scott Miller

Pewaukee, WI, USA
CEO, Founder, Entrepreneur and Board Member / Founder of ESI Equity
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :ESI Equity
Services offered :—

TE

Tracy E. Till

Rochester, NY, USA
Former CEO Independent Board Director
# Executive Compensation# Ownership Culture# ESOP# EO Committee+2 more
Focus on EO :Exclusive
Organization :Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations
Services offered :—

JR

James R Socha

Marquette, MI, USA
CFO
# Ownership Culture# ESOP# Transaction Complexity# EO Taxation+2 more
Focus on EO :Exclusive
Organization :Satellite Services
Services offered :—

CC

Charles Coyne

New York, NY, USA
Managing Director
# Feasibility Study# ESOP# M&A# Due Diligence+2 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

DR

Daniel Reser

San Rafael, CA, USA
President
# Qualified Retirement Plan# Repurchase Obligation# Feasibility Study# ERISA+3 more
Focus on EO :Exclusive
Organization :Fiduciary Services
Services offered :—
Alternative Technologies

Alternative Technologies

Telecom Services, Cable Tv
Berkeley, CA, USA
# Worker Co-op
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative

SG

SC&H Group

—
—
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)

AH

Avid Health

Healthcare Support Services
Oakland, CA, USA
# Succession Planning# 1042 rollover# ESOP# Search Fund+3 more
Focus on EO :Partial
Services offered :Mergers & Acquisitions (M&A), Private Equity, Search Fund, Holding Company, ESOP
Ownership Type :—
Western Washington University Small Business Development Center (WWU SBDC)

Western Washington University Small Business Development Center (WWU SBDC)

—
Bellingham, WA, USA
Focus on EO :Partial
Services offered :—
Ownership Type :—
Kleinbard LLC

Kleinbard LLC

—
Philadelphia, PA, USA
# EO Plan Design# Alternative Ownership Enterprise# Due Diligence# NDA+1 more
Focus on EO :Partial
Services offered :Exit Planning, Successor Training, Worker Co-op 101, EO Communication, EO Research, ESOP, Payroll and HR Policies, Business Process Documentation
Ownership Type :

PC

Pennsylvania Center for Employee Ownership (PaCEO)

—
Pittsburgh, PA, USA
# EO Advisor# Employee Ownership Center
Focus on EO :Not Yet
Services offered :Mergers & Acquisitions (M&A), Private Equity, Search Fund, Holding Company
Ownership Type :Nonprofit Organization
Obran Cooperative

Obran Cooperative

Other
Baltimore, MD, USA
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company
Ownership Type :Other
Certified Employee-Owned (Certified EO)

Certified Employee-Owned (Certified EO)

Information Services
Richmond, VA, USA
# EO Advisor
Focus on EO :Partial
Services offered :Certification
Ownership Type :Other

OE

Ohio Employee Ownership Center at Kent State University (OEOC)

—
Kent, OH, USA
# EO Advisor# Employee Ownership Center
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization

ME

Minnesota Employee Ownership Center (MNCEO)

—
Saint Cloud, MN, USA
# Employee Ownership Center
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization
Local Enterprise Assistance Fund (LEAF)

Local Enterprise Assistance Fund (LEAF)

Other
Boston, MA, USA
# CDFI
Focus on EO :Partial
Services offered :Community Development Financial Institution (CDFI)
Ownership Type :Privately Owned
Kreischer Miller

Kreischer Miller

Other
Horsham, PA, USA
# ESOP
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 :—
JOMA Construction

JOMA Construction

Construction Supplies
Athens, GA, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)

NC

North Carolina Small Business and Technology Development Center (SBTDC)

Business And Consumer Services
Chapel Hill, NC, USA
# SBDC# SBA
Focus on EO :Partial
Services offered :—
Ownership Type :Government Agency

BI

Boston Impact Initiative

Financial Svcs Non Bank And Insurance
Boston, MA, USA
# Impact Investing
Focus on EO :Partial
Services offered :—
Ownership Type :Nonprofit Organization
Recology

Recology

Environmental And Waste Services
San Francisco, CA, USA
# Strategic Sale# ESOP
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
SES ESOP Strategies

SES ESOP Strategies

Financial Svcs Non Bank And Insurance
Bala Cynwyd, PA, 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 :Other
John Hamilton's profile picture

John Hamilton

Concord, New Hampshire, USA
Business Advisor for Founder and Leadership Teams
Focus on EO :Partial
Organization :Hamilton Associates LLC
Services offered :Successor Training, Post Conversion Operations, Leadership Development
Michael Kramer's profile picture

Michael Kramer

San Francisco, CA, USA
Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor
# Alternative Ownership Enterprise# Perpetual Purpose Trust# Impact Investing
Focus on EO :Partial
Organization :Natural Investments
Services offered :Impact Investor, EOT
Marion Champoux-Pellegrin's profile picture

Marion Champoux-Pellegrin

—
Rural Employee Ownership Director
Focus on EO :Exclusive
Organization :Rocky Mountain Employee Ownership Center (RMEOC)
Services offered :Cooperative Development, Financial Literacy, Board Basics, Funding Technical Assistance, Successor Training, Worker Co-op 101, Post Conversion Operations, Drafting Articles & Bylaws, Feasibility Studies, Conflict Resolution Training, EOT, Open Book Management

AW

Ashleigh Walters

Knoxville, TN, USA
Leadership Consultant
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :UT Center for Industrial Services
Services offered :—

IW

Ivy Wan-Beltejar

Rochester, NY, USA
Senior Manager
# Feasibility Study# EO Financials# Financial Statements# ESOP+6 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

ML

Martha L. Sullivan

Madison, WI, USA
Consultant and President
# Succession Planning# Family Business# ESOP# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Provenance Hill Consulting
Services offered :—

Showing 91 to 120 of 61,360 results

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