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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

JB

Josh Billiard

Fort Collins, CO, USA
Partner, EO Accounting and Transaction Expert
# Succession Planning# Feasibility Study# ESOP# M&A+2 more
Focus on EO :Exclusive
Organization :Plante Moran
Services offered :—

GS

Georgeann Snead

Lynchburg, VA, USA
CEO
# Repurchase Obligation# Ownership Culture# ESOP# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Electronic Design & Manufacturing
Services offered :—

NM

Nicholas M. Florio

New York, NY, USA
Business Advisor to Private Companies and Start-ups
# Ownership Culture# ESOP# M&A# Valuation Gap+4 more
Focus on EO :Not Yet
Organization :RiskFin Advisory
Services offered :—

PH

Paul H Silvis

Bellefonte, PA, USA
Head Coach, ESOP innovator
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :SilcoTek
Services offered :—

WF

Wayne Fjeld

Seattle, WA, USA
Managing Director
# Feasibility Study# Estate Planning# Family Business# ESOP+3 more
Focus on EO :Exclusive
Organization :Acclaro Valuation Advisors
Services offered :—

RF

Robert Frostick

Rockford, MI, USA
Retired CFO
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :Granco Clark
Services offered :—

MK

Michael Krucker

Detroit, MI, USA
Partner, Employee Benefits Expert
# Feasibility Study# ESOP# EO Taxation
Focus on EO :Exclusive
Organization :Plante Moran
Services offered :—

JM

James Moser

Spokane, WA, USA
Partner
# Feasibility Study# ERISA# ESOP# EO Plan Termination+1 more
Focus on EO :Exclusive
Organization :ESOP Plus: Schatz Brown Glassman LLP
Services offered :—

ER

Emily Rickard

Philadelphia, PA, USA
Legal Associate at Morgan, Lewis & Bockius LLC
# ERISA
Focus on EO :Not Yet
Organization :Morgan, Lewis & Bockius LLP
Services offered :Employee Retirement Income Security Act (ERISA)

SS

Scot Storjohann

Iisle, IL, USA
Senior Vice President
# Equity/Stock Sale# Trustee# ESOP# M&A+2 more
Focus on EO :Exclusive
Organization :GreatBanc Trust Company
Services offered :—
Marie Davis's profile picture

Marie Davis

Woodstock, GA, USA
Executive Director at GACEO
# EO Advisor
Focus on EO :Exclusive
Organization :Georgia Center for Employee Ownership
Services offered :Worker Co-op 101, ESOP

SS

Stacey Smith

San Francisco, CA, USA
SVP and Head of Programs at Project Equity
# Worker Co-op# EO Advisor
Focus on EO :Exclusive
Organization :Project Equity
Services offered :Worker Co-op 101, Feasibility Studies, Financial Modeling

AD

Andrew Delmonte

Buffalo, NY, USA
Executive Director
# CDFI# Worker Co-op# SBA
Focus on EO :Exclusive
Organization :Cooperation Buffalo
Services offered :—

MC

Matt Cropp

Burlington, VT, USA
Executive Director at VEOC
# EO Advisor
Focus on EO :Exclusive
Organization :Vermont Employee Ownership Center (VEOC)
Services offered :Worker Co-op 101, Drafting Articles & Bylaws, ESOP, EOT

MS

Martin Staubus

Solana Beach, CA, USA
Chairman
# Ownership Culture# EO Advisor# Board of Directors
Focus on EO :Exclusive
Organization :Environmental Science Associates
Services offered :—

CD

Charlie Daugherty

Pella, IA, USA
Vice President of Finance/Chief Financial Officer
# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :Precision Pulley & Idler
Services offered :—

AP

Aaron Pryor

Omaha, NE, USA
Managing Director
# Feasibility Study# ESOP# Business Valuation
Focus on EO :Exclusive
Organization :Acclaro Valuation Advisors
Services offered :—

PV

Patty Viafara

Minneapolis, MN, USA
Director - Worker Ownership Initiative
# EO Advisor# Deal Team
Focus on EO :Exclusive
Organization :Nexus Community Partners
Services offered :—

EV

Elena Vasconez

Denver, CO, USA
Associate Director
# Worker Co-op# SBA
Focus on EO :Not Yet
Organization :Aurora-South Metro Small Business Development Center
Services offered :—

JM

John Marr

Ann Arbor, MI, USA
Chief Operating Officer and Board Secretary
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Limno-Tech
Services offered :—

LG

Lumo Group

Business And Consumer Services
Portland, OR, USA
# EOT# Perpetual Purpose Trust# Governance Rights
Focus on EO :Exclusive
Services offered :—
Ownership Type :—
Franklin Building Supply

Franklin Building Supply

Building Materials
Boise, ID, USA
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Namaste Solar

Namaste Solar

Green And Renewable Energy
Boulder, CO, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative
WinCo Foods

WinCo Foods

Retail Grocery And Food
Boise, ID, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
The Cooperative Fund of New England (CFNE)

The Cooperative Fund of New England (CFNE)

—
Watertown, MA, USA
# CDFI
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization
Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations

Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations

Education
Piscataway, NJ, USA
# EO Advisor
Focus on EO :Partial
Services offered :—
Ownership Type :Nonprofit Organization

WA

Whitestone Associates

—
Warren, NJ, USA
# ESOP
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
EOS Worldwide

EOS Worldwide

Education
Birmingham, AL, 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 :—

CA

Comstock Advisors

—
Cincinnati, OH, USA
# ESOP
Focus on EO :—
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)

VE

Vermont Employee Ownership Center (VEOC)

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

Showing 181 to 210 of 61,360 results

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