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Organizations in The Grid

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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 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

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

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

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

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

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

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.

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

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

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)

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

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

Zolidar

Software Internet, Software System And Application
Palo Alto, CA, USA
Focus on EO :Exclusive
Services offered :—
Ownership Type :Privately Owned
Mission Driven Finance

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

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

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

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

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

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

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

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
Merit Financial Advisors

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

Optimax Systems

Aerospace Defense
Ontario, NY, USA
# EOT
Focus on EO :Exclusive
Services offered :—
Ownership Type :Employee Ownership Trust (EOT)
Round Sky Solutions

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

Shared Capital Cooperative

Banks Regional
Minnetonka, MN, USA
Focus on EO :Partial
Services offered :Community Development Financial Institution (CDFI)
Ownership Type :—
Upside Down Consulting

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

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