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Wiki Content in The Grid

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Podcasts, Webinars, and Videos on Employee Ownership & Exit Planning

The Grid Wiki offers summaries of podcasts, webinars, and videos on employee ownership, exit planning, M&A, accounting, and SMB transactions.

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Choosing a Business Entity: A Guide for Worker Cooperatives

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

Exit options: Worker Coop

Guidelines for Equitable Employee Ownership Transitions: How Investors, Founders, and Employees Can Share in the Value Created by Broadly Held Enterprise Ownership

Category type: Research Publication

Exit options: ESOP

Legacy Fund 1 2022 Impact Report

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

The State of Owner Readiness: North Texas

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

Search Fund Document Template for Second Amended and Restated LLC Agreement

Category type: Agreement

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

2022 Stanford GSB Search Fund Study

Category type: Feasibility Study

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

McKinsey on Cooperatives

Category type: Research Publication

Exit options: Worker Coop

EO Equals Survey Result on Role of Employee Ownership for Small Businesses

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

2023 Private Capital Markets Report

Category type: Research Publication

Exit options: Financial

2023 Self-Funded Search Study

Category type: Feasibility Study

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

State of Alternative Ownership in the US: Emerging Trends in Steward-ownership and Alternative Financing

Category type: Course, Learning Material

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

Best Practices for Co-ops: Responsibilities of Cooperative Boards, Legal Frameworks, and Essential Cooperative Documents

Category type: Course, Learning Material

Exit options: Worker Coop

Think Outside the Boss: How to Create a Worker-Owned Business

Category type: Print Book, Audio Book, E Book

Exit options: Worker Coop

Fostering Worker Cooperatives with Blockchain Technology: Lessons from the Colony Project

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

Exit options: Worker Coop

Observations from 2020 Stanford GSB Search Fund Study

Category type: Feasibility Study

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

Cooperatives and Capital: Creative Use of Cooperative Business Models

Category type: Course, Learning Material

Exit options: Worker Coop

Main Street Employee Ownership Act

Category type: Research Publication

Exit options: ESOP

Employee Ownership for Manufacturers: A tool to create resilient supply chains and quality jobs

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

Win-Win Business Negotiations: A Strategic Guide to Private Company Transactions and M&A

Category type: Course, Learning Material

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

Investor Education Material for SMBX Reg CF Bond Offerings

Category type: Course, Learning Material

Exit options: Worker Coop, Financial

Employee Equity Investment Act (EEIA)

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

Exit options: ESOP, EOT

Setting Membership Fees for a Worker Co-op

Category type: Research Publication

Exit options: Worker Coop

Exiting to Employees Through Employee Ownership Trusts

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

Overview of SBA Loan Guaranty Programs

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop

Diversified Community Investment Fund

Category type: Course, Learning Material

Exit options: EOT

Turning Employees Into Owners - Rebuilding the American Dream

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

The Main Street Phoenix Project: Crowdfunding Pitch Deck

Category type: Case Study, EO Story

Exit options: Worker Coop

State Small Business Credit Initiative Fact Sheet

Category type: Research Publication

Exit options: ESOP, EOT, Worker Coop

Investment Banking 101 - Roles, Responsibilities, and Value Proposition

Category type: Course, Learning Material

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

Opportunity Knocking: Impact Capital as the Transformative Agent to Take Employee Ownership to Scale

Category type: Research Publication

Exit options: ESOP

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