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Jul 2026

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The Grid Wiki — Content, Answers, and Glossary

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Discover Experts and Support for Your Business Transition

Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

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Innovation

aka : —

An idea, practice, or material artifact perceived as new by the relevant unit of adoption, e.g., a company

Similar : —

Fiduciary Liability Insurance

aka : —

Fiduciary liability insurance protects an organization's fiduciaries (such as directors, officers, and trustees) against claims made by employees or other stakeholders for alleged breaches of fiduciary duty.

Similar : D&O Insurance

Broad-based Employee Ownership

aka : —

Broad-based employee ownership gives all employees who meet basic criteria the opportunity to become employee-owners.

Similar : —

How to Create an ESOP Distribution Policy Documenting Timing, Form, & Method for ESOP Participant Distributions

Category type: Research Publication

Exit options: ESOP

Cooperative Equity and Ownership: An Introduction

Category type: Research Publication

Exit options: —

A Business Owner's Legal Guide to Cooperative Conversion Including Conversion Models, Case Studies and Sample Documents

Category type: Research Publication

Exit options: —

ESOPs and 401(k)s

Category type: Course, Learning Material

Exit options: ESOP

ESOP Nuts and Bolts

Category type: Course, Learning Material

Exit options: ESOP

Advancing Employee Ownership Through City Policy

Advancing Employee Ownership Through City Policy

Category type: Act, Bill, Law, Policy, Regulation

Exit options: EOT, ESOP, Worker Coop

Retaining Rural Businesses through Conversion to Employee Ownership

Retaining Rural Businesses through Conversion to Employee Ownership

Category type: Advocacy Article Or Report, Research Publication, Survey Report

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

EP5 - Secure Act 2.0 - How Does This New Legislation Affect ESOPs - Interview with John Burgess

Category type: —

Exit options: —

Curt Mercadante - Does Your Brand Have Authority?

Category type: —

Exit options: —

Mike Carter - Making Business Valuation Accessible & Affordable (K0617)

Category type: —

Exit options: —

Networks of opportunity: Social capital and economic mobility

Networks of opportunity: Social capital and economic mobility

Category type: Course, Learning Material

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

EP1 - (Season 3) Life of Pi - 2021 Year in Review

Category type: —

Exit options: —

Skip Weisman - How Communication is Killing Company Profits in Small Businesses (E1618)

Category type: —

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David C Baker - Doing What Works

Category type: —

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Unleashing an Ownership Economy: The Role of Government Agencies

Unleashing an Ownership Economy: The Role of Government Agencies

Category type: Course, Learning Material

Exit options: EOT, ESOP, Worker Coop

Foundations of Workplace Democracy Web Series: Co-op Structure and Decision Making

Foundations of Workplace Democracy Web Series: Co-op Structure and Decision Making

Category type: Course, Learning Material

Exit options: Worker Coop

Zingerman's Perpetual Purpose Trust: A Radical Model for Succession Planning

Zingerman's Perpetual Purpose Trust: A Radical Model for Succession Planning

Category type: Course, Learning Material

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

Janna Hoiberg - What Makes Innovation Hard in a Family Business?

Category type: —

Exit options: —

EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning

Category type: —

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EP9 - Tin Cup - ESOPs - The Road Less Travelled

Category type: —

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Chris Ruisi - How to Be Exceptional in 8 Simple Steps

Category type: —

Exit options: —

Janna Hoiberg - Change the Way You Think About Business (J1517)

Category type: —

Exit options: —

EP8 - ESOP Experience - Interview With Dale Hobbs of Hobbs Madison 100% ESOP

Category type: —

Exit options: —

Jerry Teplitz - Increase Your Brain's Leadership Performance

Category type: —

Exit options: —

EP3 - Jumanji - Reality of Communicating ESOP to Employees

Category type: —

Exit options: —

Participatory Management, Great Game of Business, & More session from the 2021 Union Co-op Symposium

Participatory Management, Great Game of Business, & More session from the 2021 Union Co-op Symposium

Category type: Course, Learning Material

Exit options: Worker Coop

Terry Hawkins - Why Wait to be Great? (L2417)

Category type: —

Exit options: —

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