People in The Grid
Find the business experts you need
Explore rich profiles and real-world contributions from business advisors, employee ownership experts, and all the people who are supporting the future of small and medium-sized businesses.
Mark Wald
Los Angeles, CA, USA
CFO // problem solver // advisor
# Cap Table (Cap Stack)# Due Diligence# CPA# Business Valuation+6 more
Focus on EO :Partial
Organization :SPRCHRGR
Services offered :Commercial Banking, Lending, Underwriting, Private Equity, Search Fund, Holding Company, SBA 7(a) Loans, USDA Loans, SBIC, Business Plan, Business Process Documentation, Financial Modeling, Payroll and HR Policies, Accounting & Taxation, Mergers & Acquisitions (M&A)
Bimmy Dhanapala
Los Angeles, CA, USA
CFO
# Succession Planning# EOT# EO Advisor# Impact Investing+9 more
Focus on EO :Exclusive
Organization :Infinity Point CDFI
Services offered :SBA 7(a) Loans, USDA Loans, SBIC, Post Conversion Operations, Employee Retirement Income Security Act (ERISA), Estate and Tax Planning, Leadership Development, Open Book Management, EO Communication, ESOP, Feasibility Studies, Accounting & Taxation, Investment Banking, Deal Structuring, Mergers & Acquisitions (M&A), Board Basics, Successor Training, Funding Technical Assistance
Matthew Epperson
Athens, GA, USA
Local Outreach Coordinator at Georgia Center for Employee Ownerwship
# Investment Co-op# EO Fees# EO Plan Design# Co-op Principle 7+27 more
Focus on EO :Exclusive
Organization :Georgia Cooperative Development Center
Services offered :—
Frank Cetera
Syracuse, NY, USA
Business Transfers Program Director
# EO Advisor# Worker Co-op# Broad-based Employee Ownership
Focus on EO :Exclusive
Organization :Workers to Owners Collaborative (W2O)
Services offered :Community Development Financial Institution (CDFI), Member Participation, Cooperative Development, Leadership Development, Financial Modeling, Worker Co-op 101
Howard Kaplan
Atlanta, GA, USA
CEO at Kaplan Fiduciary Group
# EO Advisor
Focus on EO :Exclusive
Organization :Kaplan Fiduciary Group
Services offered :Expert Witness Assignment, Leadership Development, Onboarding & Orientation, ESOP, Board Basics
Marc Tognotti, Ph.D.
San Francisco, CA, USA
President & Co-Founder
# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Organization :Infinity Point CDFI
Services offered :Private Equity, Search Fund, Holding Company, Conflict Resolution Training, Leadership Development, Open Book Management, EO Communication, ESOP, Feasibility Studies, Successor Training
Deborah Farrell
Berkeley, CA, USA
Workplace Democracy Consultant
# Worker Owner# Succession Planning# EO Leadership# Non-Founder Management Team+3 more
Focus on EO :Exclusive
Organization :—
Services offered :Post Conversion Operations, Board Basics, Successor Training, Worker Co-op 101
MS
Mark Smith
Graeagle, CA, USA
Independent Director - ESOP's and Owner at Summit Business Advisors.
# Executive Compensation# EO Audits# Quadratic Voting# ESOP+3 more
Focus on EO :Exclusive
Organization :Arrow Media
Services offered :—
JV
Jack Veale
West Hartford, CT, USA
Founder
# Succession Planning# EO Advisor# Executive Transition# Feasibility Study
Focus on EO :Not Yet
Organization :Esopmarketplace.com
Services offered :—
Miles Mudzviti
—
Founder & Director
# Succession Planning# EOT# EO Case Study# EO Advocacy
Focus on EO :Exclusive
Organization :EO Sector
Services offered :Member Participation, EO Communication, EO Research, EOT
RB
Robert Brown
Vorehees, NJ, USA
CEO
# Ownership Culture# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :American Asphalt Company
Services offered :—
AB
Anne-Claire Broughton
Durham, NC, USA
Principal at Broughton Consulting LLC
# Succession Planning# EO Advisor# Open-Book Management
Focus on EO :Not Yet
Organization :Broughton Consulting
Services offered :Open Book Management, Successor Training
ES
Erich Schmid
Hilton Head Island, SC, USA
Founder, CEO, President
# Succession Planning# ESOP# Board of Directors# M&A
Focus on EO :Exclusive
Organization :Business Intermediary Services
Services offered :—
JJ
Jeffrey Jamerino
Troy, MI, USA
President and CEO | Board Member | ESOP Expert | M&A Expert
# Ownership Culture# ESOP# EO Accounting# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Panelmatic
Services offered :—
Kyler Gilbert
Honolulu, HI, USA
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
# Succession Planning# Family Business# Family Ownership
Focus on EO :Partial
Organization :Business Consulting Resources
Services offered :Private Equity, Search Fund, Holding Company, Leadership Development, Exit Planning, Mergers & Acquisitions (M&A), Successor Training
SG
Sam Gray
Richmond, VA, USA
Managing Partner at Liszka & Gray, LLC
# EO Advisor# Deal Team
Focus on EO :Exclusive
Organization :Pinemill Partners
Services offered :Drafting Articles & Bylaws, Mergers & Acquisitions (M&A)
Tim Rettig
Cincinnati, OH, USA
CTO
# Holding Company# Ownership Culture# ESOP# EO Advocacy
Focus on EO :Partial
Organization :3Ls
Services offered :—
Alexandra Devendra
Portland, OR, USA
Attorney, Founder
# Employee-Led Buyout# EOT# Bylaws# Due Diligence+4 more
Focus on EO :Partial
Organization :Aligned Law
Services offered :—
Ashish Agrawal
Palo Alto, CA, USA
Founder @ Zolidar; 2x-Google, x-Matterport
# EO Leadership
Focus on EO :Exclusive
Organization :Zolidar
Services offered :—
CJ
Chris Johnson
Dickinson, ND, USA
Senior Vice President Finance Administration at TMI Systems Corporation
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Uncubed
Services offered :—
DO
Deborah Olson
Hanover, NH, USA
Expert EO Attorney
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more
Focus on EO :Exclusive
Organization :MLG Foundation
Services offered :—
FJ
Foster James McCarl
Leesville, SC, USA
Independent Board Member / Business Strategist / Consultant
# Ownership Culture# Board of Directors
Focus on EO :Exclusive
Organization :New Enterprise Stone and Lime Company
Services offered :—
HC
Haydee Caldero
Chicago, IL, USA
President
# ESOP# EO Accounting# Board of Directors
Focus on EO :Exclusive
Organization :Illinois Center for Employee Ownership
Services offered :—
Loren Rodgers
Oakland, CA, USA
Executive Director
# EO Plan Design# Succession Planning# Executive Compensation# Employee Retention+6 more
Focus on EO :Exclusive
Organization :—
Services offered :—
PO
Patrick O'Brien
Lakewood, CO, USA
Internal Trustee and Employee Owner
# EO Administration# EO Fiduciary# Ownership Culture# ESOP+2 more
Focus on EO :Exclusive
Organization :OB3
Services offered :—
SL
Scott Leach
Austin, TX, USA
Director
# Succession Planning# Transaction Complexity# Due Diligence# ESOP+3 more
Focus on EO :Exclusive
Organization :BDO USA
Services offered :—
Turner Wyatt
—
Co-Founder
# Community Wealth Building
Focus on EO :—
Organization :SmallCapital
Services offered :Private Equity, Search Fund, Holding Company, Post Conversion Operations, EOT, Financial Modeling, Investment Banking, Deal Structuring, Business Valuation & Appraisals, Mergers & Acquisitions (M&A), Funding Technical Assistance
AK
Ann Kim
Chicago, IL, USA
VP/ Financial Advisor with the ESOP Group
# 1042 rollover# Trustee# Post Transaction# QRP+2 more
Focus on EO :Exclusive
Organization :Morgan Stanley
Services offered :—
BH
Blake Head
Atlanta, GA, USA
Managing Director-ESOP Advisory Services Leader
# Succession Planning# Non-Leveraged EO# Transaction Complexity# ESOP+3 more
Focus on EO :Exclusive
Organization :BDO USA
Services offered :—
CC
Charles Coyne
New York, NY, USA
Managing Director
# Due Diligence# ESOP# Business Valuation# EO Financing+2 more
Focus on EO :Exclusive
Organization :Empire Valuation Consultants
Services offered :—
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