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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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Keziah Robinson - Stop Helicopter Parenting Your Business

Keziah Robinson - Stop Helicopter Parenting Your Business

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EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.

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Doug Gray - Objectives + Key Results (OKR) Leadership

Doug Gray - Objectives + Key Results (OKR) Leadership

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Steven Snyder - Focused Passion

Steven Snyder - Focused Passion

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EP32 - ESCA - interview with Noelle Montano - what they do and how they help ESOPs

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EP25 - ESOP Financing - How Do I Get My Money? Interview with Chris Cucci of Climate First Bank

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EP26 - The Giver - ESOP Site Visit - Company Overview

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Zach Schaefer - Identify, Select, and Retain Top Talent

Zach Schaefer - Identify, Select, and Retain Top Talent

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EP44 - The challenges of ESOP financing with Jamie Walrack...First American Bank from Chicago, IL

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EP31 - Alone Again, Naturally Needing To Consider Leadership For An ESOP

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Dolores Hirschmann - Master Your Clarity

Dolores Hirschmann - Master Your Clarity

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EP4 - The Greatest Showman - Recruiting Talent for Your ESOP

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Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)

Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)

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EP22 - Mission Impossible 3 - ESOP Feasibility Exploring The Timing of Your ESOP Transaction

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EP24 - Rudy - The Game Plan For The ESOP Site Visit

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Peter Levitan - After A Business Career, What?

Peter Levitan - After A Business Career, What?

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Terry Shope - Financial and Operational Preparation Prior To Sale

Terry Shope - Financial and Operational Preparation Prior To Sale

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Greg Nutter - Building Business Value Through Predictable Revenue Growth (G2018)

Greg Nutter - Building Business Value Through Predictable Revenue Growth (G2018)

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EP16 - ESOPs and Private Equity - Discussion with Jason Miller

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Christine Miles - The Art of the Nudge

Christine Miles - The Art of the Nudge

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John ”Murph” Murphy - What To Do Before The Buyer Calls (D1618)

John ”Murph” Murphy - What To Do Before The Buyer Calls (D1618)

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EP29 - Should I stay or should I go? Stepping into your succession plan using an ESOP

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Eric Brotman - Things to do BEFORE an Exit Event to Make Sure You’re Ready​

Eric Brotman - Things to do BEFORE an Exit Event to Make Sure You’re Ready​

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EP28 - The Giver Part 2 - Continuation of ESOP Site Visit

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EP6 - “Show Me The Money” for an ESOP transaction

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EP5 - "The Boss" - transitioning the CEO role in preparation of your ESOP

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Shannon Peck - The Importance of a Documented Hiring Process and How to Safeguard Companies from Discrimination Claims

Shannon Peck - The Importance of a Documented Hiring Process and How to Safeguard Companies from Discrimination Claims

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Charles Antis - Intention on How I Hold The Business

Charles Antis - Intention on How I Hold The Business

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EP25 - Take this job and shove it - The Great Resignation - How do ESOPs help retain employees?

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EP14 - ESOPs as solutions for Government Contractors with expert Hobie Frady with Warren Averett from Huntsville, AL with discussion on the new SBA ruling for 100 percent ESOPs

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Showing 451 to 480 of 2,048 results

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