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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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CI

Capital Impact Partners

Financial Svcs Non Bank And Insurance
Washington, DC, USA
# DEI# CDFI
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Employee Ownership Expansion Network (EOX)

Employee Ownership Expansion Network (EOX)

Business And Consumer Services
Arlington, VA, USA
# EO Advisor# Employee Ownership Center
Focus on EO :Exclusive
Services offered :Cooperative Development, EO Communication, EO Research, EOT, ESOP, Exit Planning, Worker Co-op 101
Ownership Type :Nonprofit Organization
EO Equals

EO Equals

Business And Consumer Services
—
# EO Advocacy
Focus on EO :Exclusive
Services offered :EO Communication, EO Research
Ownership Type :Other
EO Sector

EO Sector

—
London, KY, USA
# Trustee# EOT# 100% EO
Focus on EO :Exclusive
Services offered :EO Communication, EO Research
Ownership Type :Privately Owned
Griffin Financial Group

Griffin Financial Group

—
—
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 :—
Local Ocean Seafoods

Local Ocean Seafoods

Restaurant Dining
Newport, OR, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Ownership Works

Ownership Works

Other
New York, NY, USA
# EO Advisor
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 :Nonprofit Organization
Washington Center for Employee Ownership

Washington Center for Employee Ownership

Other
Bellingham, WA, USA
# Succession Planning# EOT# EO Advisor# ESOP+3 more
Focus on EO :Exclusive
Services offered :EO Research, EOT, ESOP, Exit Planning, Worker Co-op 101
Ownership Type :Nonprofit Organization
American Working Capital

American Working Capital

Other
Chicago, IL, USA
# EO Advisor# EO Financing
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company
Ownership Type :—
A Slice of New York

A Slice of New York

Food Processing
—
# Worker Co-op
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative
Business Transition Advisors

Business Transition Advisors

Business And Consumer Services
Battle Ground, WA, USA
# ESOP
Focus on EO :Partial
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 :Employee Stock Ownership Plan (ESOP)

EE

ESI Equity

Business And Consumer Services
Waukesha, WI, USA
# Valuation Multiples# Valuation Gap# ERISA# Executive Transition+2 more
Focus on EO :—
Services offered :—
Ownership Type :Privately Owned
Georgia Cooperative Development Center

Georgia Cooperative Development Center

Business And Consumer Services
Carrollton, GA, USA
# Exit to Community# EO Plan Design# Ownership Culture# Bylaws+2 more
Focus on EO :Partial
Services offered :—
Ownership Type :Nonprofit Organization
Kaplan Fiduciary Group

Kaplan Fiduciary Group

Financial Svcs Non Bank And Insurance
Atlanta, GA, USA
# EO Advisor# ESOP
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, ESOP, Board Basics
Ownership Type :Privately Owned
Keystone Development Center

Keystone Development Center

Other
—
Focus on EO :—
Services offered :Cooperative Development, Conflict Resolution Training, Leadership Development, Business Plan, Feasibility Studies
Ownership Type :Nonprofit Organization
Live Oak Bank

Live Oak Bank

Banks Regional
Wilmington, NC, USA
Focus on EO :Partial
Services offered :Commercial Banking, Lending, Underwriting
Ownership Type :—
Maximum Fun

Maximum Fun

Entertainment
San Francisco, CA, USA
# EO Case Study
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative
Menke & Associates

Menke & Associates

Financial Svcs Non Bank And Insurance
Oakland, CA, USA
# ESOP
Focus on EO :Partial
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 :Employee Stock Ownership Plan (ESOP)
National Center for Employee Ownership (NCEO)

National Center for Employee Ownership (NCEO)

Business And Consumer Services
Oakland, CA, USA
# EOT# EO Advisor# ESOP
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization
Resources for Learning

Resources for Learning

Education
Austin, TX, USA
# Worker Co-op
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative
The Great Game of Business

The Great Game of Business

Education
Springfield, MA, USA
Focus on EO :Exclusive
Services offered :Conflict Resolution Training, Engagement Surveys, Retention Tracking, Financial Literacy, Leadership Development, Onboarding & Orientation, Open Book Management
Ownership Type :Employee Stock Ownership Plan (ESOP)
Alternative Technologies

Alternative Technologies

Telecom Services, Cable Tv
Berkeley, CA, USA
# Worker Co-op
Focus on EO :Exclusive
Services offered :—
Ownership Type :Worker Cooperative

AH

Avid Health

Healthcare Support Services
Oakland, CA, USA
# Succession Planning# 1042 rollover# EO Buyouts# Roll-up Merger+3 more
Focus on EO :Partial
Services offered :Private Equity, Search Fund, Holding Company, ESOP, Mergers & Acquisitions (M&A)
Ownership Type :—

BI

Boston Impact Initiative

Financial Svcs Non Bank And Insurance
Boston, MA, USA
# Impact Investing
Focus on EO :Partial
Services offered :—
Ownership Type :Nonprofit Organization
Certified Employee-Owned (Certified EO)

Certified Employee-Owned (Certified EO)

Information Services
Richmond, VA, USA
# EO Advisor
Focus on EO :Partial
Services offered :Certification
Ownership Type :Other
JOMA Construction

JOMA Construction

Construction Supplies
Athens, GA, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Stock Ownership Plan (ESOP)
Kleinbard LLC

Kleinbard LLC

—
Philadelphia, PA, USA
# EO Plan Design# Asset Sale# Due Diligence# Alternative Ownership Enterprise+1 more
Focus on EO :Partial
Services offered :Business Process Documentation, EO Communication, EO Research, ESOP, Exit Planning, Payroll and HR Policies, Successor Training, Worker Co-op 101
Ownership Type :Privately Owned
Kreischer Miller

Kreischer Miller

Other
Horsham, PA, USA
# ESOP
Focus on EO :Partial
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 :—
Local Enterprise Assistance Fund (LEAF)

Local Enterprise Assistance Fund (LEAF)

Other
Boston, MA, USA
# CDFI
Focus on EO :Partial
Services offered :Community Development Financial Institution (CDFI)
Ownership Type :Privately Owned

ME

Minnesota Employee Ownership Center (MNCEO)

—
New Ulm, MN, USA
# Employee Ownership Center
Focus on EO :Exclusive
Services offered :—
Ownership Type :Nonprofit Organization

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