Strategic Financial Advisors

Grid Insight

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We are a small M&A advisory team working with companies on either the buy or sell side. We work with clients on succession planning for family legacy transitions, management buyouts, ESOP and sales to PE and strategic passion is coaching business leaders to grow revenue, margin,…

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Conversion Support: Business Planning & Modeling

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

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Funding source: Other

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Meet Zolid AI

Meet Zolid AI

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Ask Zolid AI

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