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The Grid Wiki — Content, Answers, and Glossary

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May 2026

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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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EP13 - Progressive Flooring and Services, Inc. - Interview with Nino Cervi (CEO and former shareholder) their journey to a 100% ESOP

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Lance Graulich - Franchise Opportunities and Lessons

Lance Graulich - Franchise Opportunities and Lessons

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EP9 - EOT (Employee Ownership Trust) vs ESOP Employee Stock Ownership Plans with Chris Michael at EOT Advisors

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EP10 - Fiduciary Insurance for ESOPs - discussion with Jeff Gelburd with Murray Insurance

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EP20 - Corey Rosen with NCEO - An Update on ESOPs

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EP29 - Fast and Furious - How Do You Gain Support For Your ESOP

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Jim Immel - Legacy Decision Making

Jim Immel - Legacy Decision Making

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EP21 - Inside Out: Inside Note Vs. Outside Note - Part 1

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EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?

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EP 2 - ESOPs for Healthcare entities - discussion with SCJ Fiduciary Services

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EP9 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 2)

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Todd Palmer - Fail Forward Leadership: the 4-step formula to success

Todd Palmer - Fail Forward Leadership: the 4-step formula to success

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EP19 - Cruella de Vil Part 1 - Making the Best Presentation for your ESOP - special feature guest "The English ESOP Guy"

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EP3 - The tale of two ESOPs

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Lisa Walker - Planning Your Exit Pays Many Dividends (E222018)

Lisa Walker - Planning Your Exit Pays Many Dividends (E222018)

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Chris Dirkers - Working ON Your Business vs, Working IN Your Business (D2118)

Chris Dirkers - Working ON Your Business vs, Working IN Your Business (D2118)

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Jaynie Smith - Differentiating from Your Competition

Jaynie Smith - Differentiating from Your Competition

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Morrie Shechtman - Ending Mediocrity in the Workplace (K0517)

Morrie Shechtman - Ending Mediocrity in the Workplace (K0517)

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Peter Sieffert - The Importance of Knowing the Enterprise Value of Your Business Before you Exit (J2117)

Peter Sieffert - The Importance of Knowing the Enterprise Value of Your Business Before you Exit (J2117)

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Michael Koenigs - Tips on Surviving and Thriving from a Serial Entrepreneur

Michael Koenigs - Tips on Surviving and Thriving from a Serial Entrepreneur

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Susie - What is Your Exit Strategy People Plan?

Susie - What is Your Exit Strategy People Plan?

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John Anderson - Make Your Business Attractive Well Ahead of a Sale

John Anderson - Make Your Business Attractive Well Ahead of a Sale

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EP20 - Mission Possible 2 - ESOP Feasibility - Considering the IRS in Your ESOP Plan

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Stephanie Payne - Your Legacy is Your Choice (K1417)

Stephanie Payne - Your Legacy is Your Choice (K1417)

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EP7 - Story of a New ESOP - Total Solutions Group

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EP27 - Dirty Rotten Scoundrels - Identifying Roles at the ESOP Conference

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EP33 - The Longest Yard - Quarterback for your ESOP - what should you know about this important role?

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Jasmine Sandler - Build a Powerful Social Brand that will Lead to Business (G0917)

Jasmine Sandler - Build a Powerful Social Brand that will Lead to Business (G0917)

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Joan Ridley - You Might Be Ready to Leave, But is Your Business Ready? (H1317)

Joan Ridley - You Might Be Ready to Leave, But is Your Business Ready? (H1317)

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Julie Anderson - Your Best Mind

Julie Anderson - Your Best Mind

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