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Find Employee Ownership & Succession Professionals

The Grid is the largest directory of professionals working in employee ownership and business succession — from attorneys and appraisers to exit planners and ESOP trustees. Browse by role to find the right advisor, or search by location to connect with professionals in your area.

Browse by Role

Professionals are categorized by their primary role in the employee ownership ecosystem.

Advocacy & Education

Academic215

Researchers, professors, and educators advancing employee ownership knowledge through academic study, peer-reviewed research, and university programs on ESOPs, cooperatives, and broad-based ownership.

EO Advocate12

Professionals dedicated to expanding employee ownership through outreach, education, and community building

Non-profit Operator2

Leaders of non-profit organizations that support the employee ownership ecosystem

Advisors & Consultants

Browse by Location

Find professionals near you. Locations with two or more listed professionals are shown below.

United States

AL

Birmingham(2)

AZ

Phoenix(2)

CA

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Business Advisor105

Advisors who guide business owners through strategic planning for ownership transitions

Business Coach1

Coaches who work with business owners and leadership teams to build transition readiness

Business Consultant4

Consultants advising on the operational, financial, and strategic dimensions of business transitions

Legal

Attorney62

Attorneys handling the legal dimensions of ownership transitions

Lawyer1

Lawyers practicing in areas central to business succession and employee ownership

Exit Planning & EO Consulting

Employee Ownership Consultant3

Consultants specializing in the design and implementation of employee ownership structures

Exit Planner43

Exit planners who help business owners design and execute comprehensive succession strategies

Lending & Capital

Capital Allocator2

Fund managers and institutional investors directing capital toward employee ownership transactions

Financier1

Finance professionals structuring capital solutions for business succession

Lender382

Lenders providing debt financing for ownership transitions

Other

Other6

Professionals connected to employee ownership and business succession whose roles span multiple categories or fall outside traditional classifications

Financial Advisory

Estate Planner6

Estate planners addressing the wealth transfer dimensions of business succession

Financial Advisor1

Financial advisors serving the employee ownership community

Registered Investment Advisor (RIA)24

SEC or state-registered investment advisors providing fiduciary financial guidance for employee-owners managing diversification, business owners planning post-transition wealth, and plan committees overseeing investments in ESOP, EOT, and cooperative structures.