Organizations in The Grid
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.
Project Equity
Business And Consumer Services
Oakland, CA, USA
# EOT# EO Advisor# ESOP# EO Advocacy+3 more
Focus on EO :Exclusive
Services offered :EO Fund, Certification, Drafting Articles & Bylaws, Post Conversion Operations, Cooperative Development, Financial Literacy, Leadership Development, EO Communication, EO Research, EOT, Feasibility Studies, Funding Technical Assistance, Worker Co-op 101
Ownership Type :Nonprofit Organization
CSG Partners
Financial Svcs Non Bank And Insurance, Brokerage And Investment Banking
New York, NY, USA
# Employee-Led Buyout# EO Advisor# EO Plan Termination# Operational Feasibility+5 more
Focus on EO :Exclusive
Services offered :ESOP, Exit Planning, Feasibility Studies, Financial Modeling, Investment Banking, Deal Structuring
Ownership Type :Privately Owned
Georgia Center for Employee Ownership
Business And Consumer Services
Woodstock, GA, USA
# EOT# Exploration Phase# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Services offered :EOT, ESOP, Exit Planning, Worker Co-op 101
Ownership Type :Nonprofit Organization
SPRCHRGR
Business And Consumer Services, Information Services, Other
Los Angeles, CA, USA
# Enterprise Value# Net Profit Margin (Income to Revenue Ratio)# Credit Facility# P/E Ratio+9 more
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company, SBA 7(a) Loans, USDA Loans, SBIC, Business Plan, Business Process Documentation, Exit Planning, Financial Modeling, Payroll and HR Policies, Accounting & Taxation, EO Accounting & Taxation, Mergers & Acquisitions (M&A)
Ownership Type :Privately Owned
TB
Triple Beam Advisors
Financial Svcs Non Bank And Insurance
—
# Exit to Community# Succession Planning# EO Advisor# Impact Investing+14 more
Focus on EO :Partial
Services offered :Member Participation, Post Conversion Operations, Cooperative Development, Leadership Development, Business Plan, EO Research, ESOP, Feasibility Studies, Financial Modeling, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Successor Training, Worker Co-op 101
Ownership Type :Privately Owned
Natural Investments
Financial Svcs Non Bank And Insurance
San Francisco, CA, USA
# Diversification# Impact Investing# Steward Ownership# B Corp+3 more
Focus on EO :—
Services offered :Impact Investor, Certified B Corp & Public Benefits Corp, Estate and Tax Planning, Financial Literacy, EOT
Ownership Type :Employee Ownership Trust (EOT)
Blue Ridge ESOP Associates
Business And Consumer Services
Charlottesville, VA, USA
# EO Plan Design# EO Communication# TPA# Business Plan
Focus on EO :Exclusive
Services offered :Business Plan, Business Process Documentation, EO Communication, EO Research, EOT, ESOP, Exit Planning, Feasibility Studies, Financial Modeling, Payroll and HR Policies, Successor Training, Worker Co-op 101
Ownership Type :—
Common Trust
Financial Svcs Non Bank And Insurance, Business And Consumer Services, Education, Software System And Application
San Francisco, CA, USA
# Succession Planning# EOT# EO Advisor# Ownership Culture+5 more
Focus on EO :Exclusive
Services offered :EO Fund, Business Plan, Business Process Documentation, EO Communication, EO Research, EOT, Exit Planning, Feasibility Studies, Financial Modeling, Successor Training
Ownership Type :—
Jason Wiener | p.c.
Business And Consumer Services
Boulder, CO, USA
# SEC# Patronage Dividend# Bylaws
Focus on EO :Partial
Services offered :Cooperative Development, Employee Retirement Income Security Act (ERISA), Estate and Tax Planning, Expert Witness Assignment, Mergers & Acquisitions (M&A)
Ownership Type :—
Stratus Business Advisors
Business And Consumer Services
Kensington, MD, USA
# EOT# Perpetual Purpose Trust# Business Valuation# Worker Co-op
Focus on EO :Partial
Services offered :Accounting & Taxation, Certified Business Appraiser, Employee Benefits, EO Accounting & Taxation, Insurance Broker, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Funding Technical Assistance
Ownership Type :Privately Owned
Aligned Law
Business And Consumer Services
Portland, OR, USA
# EOT# B Corp
Focus on EO :Partial
Services offered :Cooperative Development, Employee Retirement Income Security Act (ERISA), Estate and Tax Planning, Expert Witness Assignment, Mergers & Acquisitions (M&A)
Ownership Type :Privately Owned
North Carolina Employee Ownership Center (NCEOC)
—
Durham, NC, USA
# Employee Ownership Center
Focus on EO :Exclusive
Services offered :Exit Planning
Ownership Type :Nonprofit Organization
Up & Over Advisors
Other
Portland, OR, USA
# M&A
Focus on EO :Partial
Services offered :Certified B Corp & Public Benefits Corp, Mergers & Acquisitions (M&A)
Ownership Type :Privately Owned
Zolidar
Software Internet, Software System And Application
Palo Alto, CA, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Privately Owned
Mission Driven Finance
Financial Svcs Non Bank And Insurance, Investments And Asset Management
—
# Impact Investing# Due Diligence# Private Equity
Focus on EO :Partial
Services offered :Commercial Banking, Lending, Underwriting, EO Fund, Impact Investor, Private Equity, Search Fund, Holding Company, Certified B Corp & Public Benefits Corp
Ownership Type :Privately Owned
Stout Capital
Financial Svcs Non Bank And Insurance
Chicago, IL, USA
Focus on EO :Partial
Services offered :Accounting & Taxation, Certified Business Appraiser, Employee Benefits, EO Accounting & Taxation, Insurance Broker, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Funding Technical Assistance
Ownership Type :—
Text-Em-All
Telecom Services
Frisco, TX, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
CC
Co-op Cincy
Business And Consumer Services
Cincinnati, OH, USA
# EO Advisor# Union Worker Co-op# EO Advocacy# Worker Co-op
Focus on EO :—
Services offered :—
Ownership Type :Nonprofit Organization
ImpactGC LLP
Other
Washington, DC, USA
Focus on EO :Partial
Services offered :Certified B Corp & Public Benefits Corp, Drafting Articles & Bylaws, EOT, Exit Planning, Payroll and HR Policies, Mergers & Acquisitions (M&A)
Ownership Type :Privately Owned
Permanent Equity
Other
Columbia, MO, USA
# Holding Company# Private Equity
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company
Ownership Type :Privately Owned
ShopBot Tools
Machinery
Raleigh, NC, USA
# Earnout# EOT# EO Case Study
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
A Few Cool Hardware Stores
Retail General
Washington, DC, USA
# ESOP
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Impact Matters Law LLP
Business And Consumer Services
Los Angeles, CA, USA
# EOT# Transaction Complexity# Due Diligence# Worker Co-op+1 more
Focus on EO :Partial
Services offered :Drafting Articles & Bylaws, Cooperative Development, EOT, Mergers & Acquisitions (M&A), Worker Co-op 101
Ownership Type :Worker Cooperative
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Merit Financial Advisors
Financial Svcs Non Bank And Insurance
Alpharetta, GA, USA
Focus on EO :Partial
Services offered :Accounting & Taxation, Certified Business Appraiser, Employee Benefits, EO Accounting & Taxation, Insurance Broker, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Funding Technical Assistance
Ownership Type :—
Optimax Systems
Aerospace Defense
Ontario, NY, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Round Sky Solutions
Education
Montpelier, VT, USA
# EO Advisor
Focus on EO :Partial
Services offered :Certified B Corp & Public Benefits Corp, Drafting Articles & Bylaws, ESOP Third Party Administrator (TPA), Member Participation, Post Conversion Operations, Trust Administration, Trustee, Board Basics
Ownership Type :Privately Owned
Shared Capital Cooperative
Banks Regional
Minnetonka, MN, USA
Focus on EO :Partial
Services offered :Community Development Financial Institution (CDFI)
Ownership Type :—
Upside Down Consulting
Business And Consumer Services
Chicago, IL, USA
Focus on EO :Partial
Services offered :Certified B Corp & Public Benefits Corp, Drafting Articles & Bylaws, ESOP Third Party Administrator (TPA), Member Participation, Post Conversion Operations, Trust Administration, Trustee, Board Basics
Ownership Type :Privately Owned
WM
Willamette Management Associates
Business And Consumer Services
Chicago, IL, USA
# Enterprise Value# Book Value# Valuation Multiples# Transferable Value+9 more
Focus on EO :Partial
Services offered :—
Ownership Type :—
BU
ButcherJoseph
Business And Consumer Services
Saint Louis, MO, USA
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Showing 1 to 30 of 25,887 results