• Zolidar Logo

  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner

  • Community

    • The Grid
      • Directory
      • Wiki
      • Forum
      • EO Map
      • Profile

The Grid Directory — People and Organizations

Zolidar Logo

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

FacebookInstagramXYouTubeLinkedIn
Privacy policyTerms of ServiceCookiesAcceptable Use Policy
© 2026 Zolidar, Inc. All Rights Reserved.

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Zolid AI may provide inaccurate info, so verify responses.

AllPeopleOrganizations

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

JM

Jim Massey

Dallas, TX, USA
Senior Vice President, Financial Advisor
# Qualified Retirement Plan# 1042 rollover# Trustee# Family Office+5 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—

EE

Edward (Ed) Wilusz

Jamison, PA, USA
Managing Director
# Repurchase Obligation# Trustee# Feasibility Study# ESOP+4 more
Focus on EO :Exclusive
Organization :Value Management
Services offered :—

SB

Samuel Brownell

Washington, DC, USA
Founder & CEO
# M&A# EO Advisor# Business Valuation
Focus on EO :Exclusive
Organization :Stratus Business Advisors
Services offered :Business Valuation & Appraisals, EO Communication, EO Fund

EG

Elizabeth Goltermann

Elmhurst, IL, USA
Vice Chairman of the Board
# Ownership Culture# ESOP# Audit# EO Audits+2 more
Focus on EO :Exclusive
Organization :Ki Industries
Services offered :—

LS

Lauren Sharkey

Honolulu, HI, USA
Partner
# EO Litigation# Feasibility Study# ERISA# Executive Compensation+2 more
Focus on EO :Not Yet
Organization :Case Lombardi
Services offered :—

JA

John A. Kober

Dallas, TX, USA
Managing Partner
# Feasibility Study# Executive Compensation# Liquidity# Family Business+3 more
Focus on EO :Exclusive
Organization :Morgan, Lewis & Bockius LLP
Services offered :—

TL

Terry Leahy

Whitefish Bay, WI, USA
President and CEO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :NHS Northstar
Services offered :—

MQ

Michael Quarrey

Marlborough, MA, USA
Vice President, Corporate Development
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Web Industries
Services offered :—

DM

Dan Markowitz

Eden Prairie, MN, USA
Partner, Board Member
# Succession Planning# Repurchase Obligation# Feasibility Study# M&A+2 more
Focus on EO :Exclusive
Organization :Boulay LLP
Services offered :—

TK

Todd Klimas

Tempe, AZ, USA
President and Employee Owner
# Succession Planning# Trustee# DOL# ERISA+7 more
Focus on EO :Exclusive
Organization :Wilson Electric Services
Services offered :—
Luke Hoffman's profile picture

Luke Hoffman

Winston-Salem, NC, USA
Director of Programs, NC Employee Ownership Center
# Succession Planning# EO Advisor# EO Advocacy
Focus on EO :Exclusive
Organization :North Carolina Employee Ownership Center (NCEOC)
Services offered :Worker Co-op 101, ESOP, EOT

BH

Brian Hock

Detroit, MI, USA
Managing Director
# Ownership Culture# ESOP# Transaction Complexity# M&A+2 more
Focus on EO :Exclusive
Organization :Greenwich Capital Group
Services offered :—

JP

Jade Palermo

Boston, MA, USA
Director
# Trustee# Feasibility Study# ESOP# Transaction Complexity+5 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—

JE

John E. Johnson

Incline Village, NV, USA
Business Appraiser and Valuation Expert
# EO Litigation# Feasibility Study# ESOP# M&A+1 more
Focus on EO :Exclusive
Organization :John E Johnson
Services offered :—

BB

Brock Barton

White River Junction, VT, USA
Chief Financial Officer
# Trustee# Ownership Culture# ESOP# Board of Directors+1 more
Focus on EO :Exclusive
Organization :King Arthur Baking Company
Services offered :—

HC

Harry Cendrowski

Bloomfield Hills, MI, USA
Founding Member and Managing Director
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :Cendrowski Corporate Advisors
Services offered :—

PJ

Patrick J. Swanick

Haverford, PA, USA
Board Chairman - Cramer Fish Sciences (CFS); Board Member - The Tom Lange Company; Board Member - Orchard & Vineyard Supply (OVS)
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Tom Lange Company
Services offered :—

KS

Kerry Siggins

Durango, CO, USA
CEO
# Trustee# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Stoneage
Services offered :—

ML

Mark Lewis

Forest Grove, OR, USA
Retired Trustee (prev. CEO)
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Woodfold Marco Manufacturing
Services offered :—

EL

Edward Leventhal

Springfield, OH, USA
President and CEO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Valco Industries
Services offered :—
Nathan Schneider 's profile picture

Nathan Schneider

Denver, CO, USA
Assistant Professor
# EO Advisor
Focus on EO :Not Yet
Organization :University of Colorado Boulder
Services offered :—

BS

Branch Springer

Toledo, OH, USA
CFO
# Ownership Culture# ESOP# M&A# Debt Restructuring+2 more
Focus on EO :Not Yet
Organization :Business Advisory Services
Services offered :—
Jenny Everett's profile picture

Jenny Everett

Austin, TX, USA
Co-Founder, Purpose Trust Ownership Network
# EOT# Perpetual Purpose Trust# EO Advisor# Steward Ownership
Focus on EO :Partial
Organization :Purpose Trust Ownership Network (PTON)
Services offered :—

PH

Phillip Hayes

Melbourne, FL, USA
Partner at Berman Hopkins CPAs & Associates, LLP
# EO Advisor# Deal Team# CPA
Focus on EO :Exclusive
Organization :Berman Hopkins CPAs & Associates, LLP
Services offered :ESOP Third Party Administrator (TPA), Feasibility Studies, ESOP

DS

Drew Schaefer

Smithfield, KY, USA
Independent Trustee
# Trustee# EO Financials# ESOP# Due Diligence+1 more
Focus on EO :Exclusive
Organization :SCJ Fiduciary Services
Services offered :—

FD

Felix Danciu

Chicago, IL, USA
CEO
# Ownership Culture# ESOP# M&A# Board of Directors
Focus on EO :Not Yet
Organization :Elmcore Securities
Services offered :—

CK

Christopher Kramer

Santa Ana, CA, USA
Managing Director
# Preferred Stock# Feasibility Study# EO Financials# ESOP+3 more
Focus on EO :Exclusive
Organization :Acuity Advisors
Services offered :—

SO

Stephanie Olexa

Hellertown, PA, USA
Governance Professional and Board Director
# Ownership Culture# ESOP# M&A# EO Fiduciary+2 more
Focus on EO :Not Yet
Organization :Lead to the Future Sustainable Business Consulting
Services offered :—

SD

Sheri Darby

Louisville, KY, USA
CFO
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :Walker Mechanical Contractors
Services offered :—

RA

Roeslein & Associates

—
St. Louis, MO, USA
# ESOP
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)

Showing 121 to 150 of 61,360 results

Previous12345...2046Next