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The Grid Directory — People and Organizations

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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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272 results found

Loren Rodgers's profile picture

Loren Rodgers

—
Executive Director
Oakland, CA, USA
# Succession Planning# Equity/Stock Sale# EO Plan Design# Executive Compensation+6 more

DO

Deborah Olson

MLG Foundation
Expert EO Attorney
Hanover, NH, USA
# EOT

CJ

Chris Johnson

Uncubed
Senior Vice President Finance Administration at TMI Systems Corporation
Dickinson, ND, USA

PO

Patrick O'Brien

OB3
Internal Trustee and Employee Owner
Lakewood, CO, USA

HC

Haydee Caldero

Illinois Center for Employee Ownership
President
Chicago, IL, USA
# ESOP

SL

Scott Leach

BDO USA
Director
Austin, TX, USA
# Succession Planning
The Great Game of Business

The Great Game of Business

Education
Springfield, MA, USA
A Slice of New York

A Slice of New York

Food Processing
—
# Worker Co-op
Resources for Learning

Resources for Learning

Education
Austin, TX, USA
# Worker Co-op
National Center for Employee Ownership (NCEO)

National Center for Employee Ownership (NCEO)

Business And Consumer Services
Oakland, CA, USA
# EOT# ESOP# EO Advisor
Maximum Fun

Maximum Fun

Entertainment
San Francisco, CA, USA
# EO Case Study

JC

John Carroll

Big Sandy Furniture
Independent Director at ESOP owned Companies
Naperville, IL, USA

BH

Blake Head

BDO USA
Managing Director-ESOP Advisory Services Leader
Atlanta, GA, USA

RV

Richard Van Doel

Performance Validation
CEO
Avon, IN, USA
# ESOP

WB

William (Bill) Obrien

Morgan Stanley
Corporate Client Group Director
Chicago, IL, USA

SK

Susan Kildahl

NHS Northstar
Chief Financial Officer
Duluth, MN, USA
# Ownership Culture

KL

Kevin Long

Employee Benefits Law Group PC
Shareholder/ President/ Employee Benefits Law Group PC
San Jose, CA, USA

SB

Sheryl Bayani-Alzona

Employee Benefits Law Group PC
Benefits – ESOP Attorney at Employee Benefits Law Group PC
Los Angeles, CA, USA
Kristin Forde's profile picture

Kristin Forde

University of Wisconsin Center for Cooperatives (UWCC)
Cooperative Development Specialist at UWCC

AK

Ann Kim

Morgan Stanley
VP/ Financial Advisor with the ESOP Group
Chicago, IL, USA
Ellen G. Frank-Miller's profile picture

Ellen G. Frank-Miller

Workforce & Organizational Research Center (WORC)
Founder & CEO

SM

Scott Miller

ESI Equity
CEO, Founder, Entrepreneur and Board Member / Founder of ESI Equity
Pewaukee, WI, USA

TE

Tracy E. Till

Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations
Former CEO Independent Board Director
Rochester, NY, USA

JR

James R Socha

Satellite Services
CFO
Marquette, MI, USA
# Ownership Culture

CC

Charles Coyne

Empire Valuation Consultants
Managing Director
New York, NY, USA
# Feasibility Study

DR

Daniel Reser

Fiduciary Services
President
San Rafael, CA, USA
# Qualified Retirement Plan
Alternative Technologies

Alternative Technologies

Telecom Services, Cable Tv
Berkeley, CA, USA
# Worker Co-op

OE

Ohio Employee Ownership Center at Kent State University (OEOC)

—
Kent, OH, USA
# EO Advisor# Employee Ownership Center

ME

Minnesota Employee Ownership Center (MNCEO)

—
Saint Cloud, MN, USA
# Employee Ownership Center
JOMA Construction

JOMA Construction

Construction Supplies
Athens, GA, USA

Showing 31 to 60 of 272 results

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# Ownership Culture
# ESOP
# Worker Co-op
+1 more
# ESOP# Board of Directors# EO Accounting
# Ownership Culture
# ESOP
# EO Administration
# EO Fiduciary
+2 more
# Board of Directors
# EO Accounting
# Feasibility Study
# ESOP
# Transaction Complexity
+3 more
# ESOP
# Board of Directors
# EO Accounting
# Succession Planning
# Feasibility Study
# ESOP
# Transaction Complexity
+3 more
# Post Transaction
# EO Advisor
# S ESOP
+1 more
# Succession Planning
# Qualified Retirement Plan
# 1042 rollover
# Trustee
+3 more
# ESOP
# Board of Directors
# EO Accounting
# Qualified Retirement Plan# Trustee# Feasibility Study# DOL+8 more
# Qualified Retirement Plan# Trustee# Feasibility Study# DOL+8 more
Madison, WI, USA
# EO Advisor
# Qualified Retirement Plan
# 1042 rollover
# Trustee
# Family Office
+2 more
Chicago, IL, USA
# Employee Impact Index
# Ownership Culture
# ESOP
# Board of Directors
# Executive Compensation# Ownership Culture# ESOP# EO Committee+2 more
# ESOP
# Transaction Complexity
# EO Taxation
+2 more
# ESOP
# M&A
# Due Diligence
+2 more
# Repurchase Obligation
# Feasibility Study
# ERISA
+3 more