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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Aug 2026

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Business Advisors for Succession & Employee Ownership

Advisors who guide business owners through strategic planning for ownership transitions — evaluating succession options, assessing readiness for employee ownership, and coordinating with transaction teams on ESOP, EOT, or cooperative paths.

Join The Grid

Mark Wald

CFO // problem solver // advisor

Los Angeles, CA, USA

# Financial Feasibility# Cap Table (Cap Stack)# M&A# Due Diligence+6 more

Michael Hunt

Michael Hunt

Executive Exit & Succession Consultant

John Hamilton

Hamilton Associates LLC

Business Advisor for Founder and Leadership Teams

Concord, New Hampshire, USA

Chloe Handelman

Beyond Ownership

Business Operations and Leadership Development

Rochester, NY, USA

Eduardo Cabral

Eduardo Cabral

Triple Beam Advisors

Associate Partner | Investor

College Park, MD, USA

Kyler Gilbert

Kyler Gilbert

Business Consulting Resources

Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson

Honolulu, HI, USA

# Succession Planning# Family Business# Family Ownership

Matthew Epperson

Georgia Cooperative Development Center

Local Outreach Coordinator at Georgia Center for Employee Ownerwship

Athens, GA, USA

# Union Worker Co-op# Co-op Principle 6# ESOP# EO Leadership+27 more

Bimmy Dhanapala

Infinity Point CDFI

Los Angeles, CA, USA

# CDFI# Succession Planning# EO Myths# EOT+9 more

Tim Rettig

Chief Employee Ownership Advocate

Cincinnati, OH, USA

# ESOP# Holding Company# Ownership Culture# EO Advocacy

Eric Grimstead

Western Washington University Small Business Development Center (WWU SBDC)

Certified Business Advisor

Bellingham, WA, USA

Taylor Knickel

Texas Center for Employee Ownership (TXCEO)

Executive Director, Texas Center for Employee Ownership (TXCEO)

Austin, TX, USA

Michael Balstad

Nashville, TN, USA

Kristin Forde

Kristin Forde

University of Wisconsin Center for Cooperatives (UWCC)

Cooperative Development Specialist at UWCC

Madison, WI, USA

Priscilla Luzader Pipho

Balanced Culture Consulting

Georgetown, TX, USA

# EO Leadership# Ownership Culture# Servant Leadership# EO Communication

Ryan Thornton

Vermont Employee Ownership Center (VEOC)

Communications & Outreach Coordinator

Burlington, VT, USA

# Employee Ownership Center

Felix Danciu

Elmcore Securities

Chicago, IL, USA

# ESOP# Ownership Culture# M&A# Board of Directors

Lindy Ireland

Des Moines, IA, USA

# ESOP# Feasibility Study# Business Valuation

Linshuang Lu

Praxis Consulting Group

Managing Principal

# Ownership Culture

David Gray

Director, Client Services

Georgeann Snead

Electronic Design & Manufacturing

Lynchburg, VA, USA

# ESOP# Repurchase Obligation# Ownership Culture# Board of Directors+1 more

Michael Krucker

Partner, Employee Benefits Expert

Detroit, MI, USA

# ESOP# Feasibility Study# EO Taxation

Andrew Delmonte

Cooperation Buffalo

Executive Director

Buffalo, NY, USA

# CDFI# Worker Co-op# SBA

Eliska Smith Padilla

Balanced Culture Consulting

Partner and Senior Organizational Change and Leadership Consultant

Austin, TX, USA

# EO Leadership# Ownership Culture# Servant Leadership# EO Communication

Patty Viafara

Nexus Community Partners

Director - Worker Ownership Initiative

Minneapolis, MN, USA

# EO Advisor# Deal Team

Courtney Kemp

Senior Client Services Manager

Drew Schaefer

SCJ Fiduciary Services

Independent Trustee

Smithfield, KY, USA

# ESOP# Trustee# EO Financials# Due Diligence+1 more

Maru Bautista

Center for Family Life

Cooperative Development Consultant

Brooklyn, NY, USA

Jack Veale

Esopmarketplace.com

West Hartford, CT, USA

# Feasibility Study# Succession Planning# Executive Transition# EO Advisor

Scot Storjohann

GreatBanc Trust Company

Senior Vice President

# ESOP# Equity/Stock Sale# Trustee# M&A+2 more

Jason Bagley

Jason Bagley

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