A grantor, or grant-making organization, is an entity—such as a foundation, government agency, or corporation—that provides financial awards (grants) to individuals, organizations, or projects without expectation of repayment.

A trade association, or industry association, is an organization founded and funded by businesses within a specific sector to promote collective interests, establish best practices, and represent the industry to policymakers.

A county is a primary administrative and political subdivision of a state, serving as an intermediate level of local government between the state and smaller units such as municipalities. Counties typically provide regional services including law enforcement, courts, public records, and road maintenance across both incorporated and unincorporated areas. While a municipality (such as a city, town, or village) is a self-governing local entity usually contained within a county's boundaries, the two serve different governmental functions—municipalities handle urban services for their residents, whereas counties address broader regional needs. In some cases, a city and county may consolidate into a single jurisdiction, as seen in San Francisco or Denver, but more commonly they operate as distinct layers of government with overlapping geographic territory.

A non-profit entity organized and operated for charitable purposes.

An LP is a business structure involving at least one general partner with unlimited liability who manages the business and one or more limited partners who invest but have liability only up to their investment.

Any fees or dues required in order for a company to become EO, e.g., the cost of a formal 3rd party valuation.

a rigorous systems approach to the future that helps people find agency in their own expertise to be better prepared in uncertain times

A Limited Cooperative Association (LCA) is an independent, unincorporated group of individuals united to pursue mutual interests through a jointly owned enterprise primarily managed by its members.

The accounts receivable turnover ratio assesses how efficiently a company collects its average accounts receivable balance. Calculated by dividing net credit sales by average accounts receivable, this ratio reflects how quickly credit sales are converted into cash

In an ESOP or EOT transaction, the internal loan will be between the Trustee, on behalf of the Trust, and the company, with a loan provided by a third party such as a bank (as an external loan). This is a "reloan," because the bank would not lend directly to the ESOP.

A social enterprise is defined as a business with specific social objectives that serve its primary purpose. Social enterprises seek to maximize profits while maximizing benefits to society and the environment, and the profits are principally used to fund social programs.

A company’s value as recorded by its financial documents

An investor who raises capital on a deal by deal basis.

Net profit margin, or net margin, expresses a company's net income as a percentage of its revenue. This metric provides insight into how efficiently sales translate into actual profit after accounting for all expenses, including COGS, operational costs, interest, and taxes.

The fixed asset turnover ratio measures how effectively a company uses its fixed assets, like property and equipment, to generate sales. It's calculated by dividing net sales by the average balance of fixed assets.

Rollover Equity refers to the exit proceeds reinvested by a seller into the equity of the newly formed entity post-acquisition. An equity rollover is therefore designed to align the economic incentives among participants in the post-transaction entity.

An SBIC is a privately-owned investment company that is licensed by the Small Business Administration (SBA). Small business investment companies supply small companies with both equity and debt financing. They provide a viable alternative to venture capital firms for many small enterprises seeking startup capital.