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Organizations in The Grid

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Find exit planning services and resources

Connect with organizations that are focused on Main Street businesses, including those providing exit planning and employee ownership support. Review their rich profiles, including content and resources in The Grid.

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Project Equity

Project Equity

Business & Consumer Services
Oakland, CA, USA
# EOT# EO Advisor# ESOP# EO Advocacy+3 more
CSG Partners

CSG Partners

Financial Svcs. (Non-bank & Insurance)
New York, NY, USA
# Employee-Led Buyout# EO Advisor# EO Plan Termination# Operational Feasibility+5 more
Georgia Center for Employee Ownership

Georgia Center for Employee Ownership

Business & Consumer Services
Woodstock, GA, USA
# EOT# Exploration Phase# Ownership Culture# ESOP+2 more
SPRCHRGR

SPRCHRGR

Business & Consumer Services
Los Angeles, CA, USA
# Enterprise Value# Net Profit Margin (Income to Revenue Ratio)# Credit Facility# P/E Ratio+9 more

TB

Triple Beam Advisors

Financial Svcs. (Non-bank & Insurance)
—
# Exit to Community# Succession Planning# EO Advisor# Impact Investing+14 more
Natural Investments

Natural Investments

Financial Svcs. (Non-bank & Insurance)
San Francisco, CA, USA
# Diversification# Impact Investing# Steward Ownership# B Corp+3 more
Blue Ridge ESOP Associates

Blue Ridge ESOP Associates

Business & Consumer Services
Charlottesville, VA, USA
# EO Plan Design# EO Communication# TPA# Business Plan
Common Trust

Common Trust

Financial Svcs. (Non-bank & Insurance)
San Francisco, CA, USA
# Succession Planning# EOT# EO Advisor# Transaction Complexity+5 more
Jason Wiener | p.c.

Jason Wiener | p.c.

Business & Consumer Services
Boulder, CO, USA
# SEC# Patronage Dividend# Bylaws
Stratus Business Advisors

Stratus Business Advisors

Business & Consumer Services
Kensington, MD, USA
# EOT# Perpetual Purpose Trust# Business Valuation# Worker Co-op
Aligned Law

Aligned Law

Business & Consumer Services
Portland, OR, USA
# EOT# B Corp
North Carolina Employee Ownership Center (NCEOC)

North Carolina Employee Ownership Center (NCEOC)

—
Durham, NC, USA
# Employee Ownership Center
Up & Over Advisors

Up & Over Advisors

—
Portland, OR, USA
# M&A
Zolidar

Zolidar

Software (Internet)
Oakland, CA, USA
Mission Driven Finance

Mission Driven Finance

Financial Svcs. (Non-bank & Insurance)
—
# Impact Investing# Due Diligence# Private Equity
Stout Capital

Stout Capital

Financial Svcs. (Non-bank & Insurance)
Chicago, IL, USA
Text-Em-All

Text-Em-All

Telecom. Services
Frisco, TX, USA
# EOT

CC

Co-op Cincy

Business & Consumer Services
Cincinnati, OH, USA
# EO Advisor# Union Worker Co-op# EO Advocacy# Worker Co-op
ImpactGC LLP

ImpactGC LLP

—
Washington, DC, USA
Permanent Equity

Permanent Equity

—
Columbia, MO, USA
# Holding Company# Private Equity
ShopBot Tools

ShopBot Tools

Machinery
Raleigh, NC, USA
# Earnout# EOT# EO Case Study
A Few Cool Hardware Stores

A Few Cool Hardware Stores

Retail (General)
Washington, DC, USA
# ESOP
Impact Matters Law LLP

Impact Matters Law LLP

Business & Consumer Services
Los Angeles, CA, USA
# EOT# Transaction Complexity# Due Diligence# Worker Co-op+1 more
Merit Financial Advisors

Merit Financial Advisors

Financial Svcs. (Non-bank & Insurance)
Alpharetta, GA, USA
Optimax Systems

Optimax Systems

Aerospace/Defense
Ontario, NY, USA
# EOT
Round Sky Solutions

Round Sky Solutions

Education
Montpelier, VT, USA
# EO Advisor
Shared Capital Cooperative

Shared Capital Cooperative

Banks (Regional)
Minnetonka, MN, USA
Upside Down Consulting

Upside Down Consulting

Business & Consumer Services
Chicago, IL, USA

WM

Willamette Management Associates

Business & Consumer Services
Chicago, IL, USA
# Enterprise Value# Book Value# Valuation Multiples# Transferable Value+9 more

BU

ButcherJoseph

Business & Consumer Services
Saint Louis, MO, USA

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Jun 2026

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