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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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Chatsworth Products

Chatsworth Products

Computers Peripherals
Simi Valley, CA, USA
# ESOP
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Cargas Systems

Cargas Systems

Software System And Application
Lancaster, PA, USA
# Profit Sharing
Focus on EO :Partial
Services offered :—
Ownership Type :Other

CD

Cooperative Development Institute

Business And Consumer Services
Northampton, MA, USA
# Worker Co-op
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization

CL

Crêpes à Latte Experiential Hospitality

—
Vernon Hills, IL, USA
# EO Entity# 100% EO
Focus on EO :Exclusive
Services offered :—
Ownership Type :—

CF

Center for Community Wealth Building

—
Denver, CO, USA
# EO Advisor
Focus on EO :—
Services offered :—
Ownership Type :Nonprofit Organization

TB

Transworld Business Advisors

—
West Palm Beach, FL, USA
# Business Broker
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Sustainable Economies Law Center (SELC)

Sustainable Economies Law Center (SELC)

Education
Oakland, CA, USA
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
University of Wisconsin Center for Cooperatives (UWCC)

University of Wisconsin Center for Cooperatives (UWCC)

Education
Madison, WI, USA
Focus on EO :Partial
Services offered :—
Ownership Type :Nonprofit Organization

PC

Prairie Capital Advisors

—
Downers Grove, IL, USA
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Apis & Heritage Capital Partners

Apis & Heritage Capital Partners

Financial Svcs Non Bank And Insurance
Washington, DC, USA
# Holding Company
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company
Ownership Type :Privately Owned
JPMorganChase & Co

JPMorganChase & Co

Brokerage And Investment Banking
New York, NY, USA
# Grantors
Focus on EO :Partial
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
National Cooperative Bank

National Cooperative Bank

Banks Regional
Arlington, VA, USA
# Impact Investing
Focus on EO :Partial
Services offered :Commercial Banking, Lending, Underwriting
Ownership Type :—
Beyster Institute at University of California at San Diego

Beyster Institute at University of California at San Diego

Education
San Diego, CA, USA
# EO Advisor
Focus on EO :Partial
Services offered :ESOP
Ownership Type :Nonprofit Organization

EV

Empowered Ventures

—
Carmel, IN, USA
# ESOP
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Stevens & Lee

Stevens & Lee

—
Reading, PA, USA
# ESOP
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 :—
Dallas Shelby's profile picture

Dallas Shelby

Indianapolis, IN, USA
Director, Communications & Marketing at Project Equity
# EO Advocacy# EO Communication
Focus on EO :Not Yet
Organization :EO Equals
Services offered :—
Fred Kaplan's profile picture

Fred Kaplan

Philadelphia, PA, USA
M&A Advisor
Focus on EO :—
Organization :Stony Hill Advisors
Services offered :Exit Planning, Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Investment Banking, Deal Structuring
Evan Edwards's profile picture

Evan Edwards

Los Angeles, CA, USA
Chief Executive Officer
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more
Focus on EO :Exclusive
Organization :Project Equity
Services offered :—
Hannah  Sandmeyer's profile picture

Hannah Sandmeyer

Portland, OR, USA
Founder & CEO
# M&A
Focus on EO :Partial
Organization :Up & Over Advisors
Services offered :Mergers & Acquisitions (M&A)
Amit Kothari, MBA's profile picture

Amit Kothari, MBA

Newport Beach, CA, USA
CEO | Strategic Growth Visionary & Executive Mentor
# EQandExecution# FractionalCLevel# ExecutiveCoaching# LeadershipDevelopment+1 more
Focus on EO :Partial
Organization :Kothari Leadership Enterprises
Services offered :

SG

Susan Gary

Eugene, OR, USA
Professor Emerita
# EOT# Perpetual Purpose Trust# Steward Ownership
Focus on EO :Not Yet
Organization :University of Oregon
Services offered :—

TK

Taylor Knickel

Austin, TX, USA
Director of the TXCEO
# EO Advisor
Focus on EO :Exclusive
Organization :Texas Center for Employee Ownership (TXCEO)
Services offered :Worker Co-op 101, ESOP, EOT

RS

Robert Schatz

West Hartford, CT, USA
Partner
# Feasibility Study# ERISA# ESOP# EO Plan Termination
Focus on EO :Exclusive
Organization :ESOP Plus: Schatz Brown Glassman LLP
Services offered :—

MM

Mike Mallaro

Waterloo, IA, USA
Executive Chairman of Board
# Ownership Culture# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :VGM Group
Services offered :—

DG

Daniel Goldstein

Norfolk, VA, USA
CEO
# Ownership Culture# ESOP# EO Advisor# Board of Directors+1 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 :—
Eduardo Cabral's profile picture

Eduardo Cabral

College Park, MD, USA
Associate Partner | Investor
# EO Advisor
Focus on EO :Partial
Organization :Triple Beam Advisors
Services offered :—

WE

William Evans

Hughesville, MD, USA
Financial Manager
# ESOP# Board of Directors# EO Accounting
Focus on EO :—
Organization :Coastal Foods
Services offered :—

MC

Maureen Cosgrove

Boston, MA, USA
Executive Vice President, Chief Operating Officer
# Trustee# ESOP# Due Diligence# Business Valuation
Focus on EO :Exclusive
Organization :Aegis Trust Company
Services offered :—

HA

Hilary Abell

Washington, DC, USA
Chief of Division of Employee Ownership
# DOL# EBSA# EO Advocacy
Focus on EO :Exclusive
Organization :US Department of Labor (DOL)
Services offered :—

ML

Monica Lawrence

Wynnewood, PA, USA
Corporate Counsel
# EO Litigation# Ownership Culture# ESOP# M&A+2 more
Focus on EO :Exclusive
Organization :—
Services offered :—

Showing 151 to 180 of 61,360 results

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