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The Grid Directory — People and Organizations

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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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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.

Join The Grid

PO

Patrick O'Brien

OB3
Internal Trustee and Employee Owner
Lakewood, CO, USA
# Ownership Culture# ESOP# EO Administration# EO Fiduciary+2 more
Turner Wyatt's profile picture

Turner Wyatt

SmallCapital
Co-Founder

HC

Haydee Caldero

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

SL

Scott Leach

BDO USA
Director
Austin, TX, USA
# Succession Planning
Live Oak Bank

Live Oak Bank

Banks Regional
Wilmington, NC, USA
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
Keystone Development Center

Keystone Development Center

Other
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Georgia Cooperative Development Center

Georgia Cooperative Development Center

Business And Consumer Services
Carrollton, GA, USA
# EO Plan Design# Bylaws
Business Transition Advisors

Business Transition Advisors

Business And Consumer Services
Battle Ground, WA, USA
# ESOP
Kaplan Fiduciary Group

Kaplan Fiduciary Group

Financial Svcs Non Bank And Insurance
Atlanta, GA, USA
# ESOP# EO Advisor
American Working Capital

American Working Capital

Other
Chicago, IL, USA
# EO Advisor# EO Financing
Resources for Learning

Resources for Learning

Education
Austin, TX, USA
# Worker Co-op
Menke & Associates

Menke & Associates

Financial Svcs Non Bank And Insurance
Oakland, CA, USA
# ESOP
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

EE

ESI Equity

Business And Consumer Services
Waukesha, WI, USA
# ERISA# Valuation Multiples# ESOP# Executive Transition

KS

Kevin Selzer

Holland & Hart
Employee Ownership Trust Lawyer
Denver, CO, USA
Michael Balstad's profile picture

Michael Balstad

Bizleavable
Founding CEO

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

LL

Lara L. Hemingway

Trs Group
Founding Member, Board Member
Spokane, WA, USA

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

RF

Robert Friedman

Dresner Partners
CFO, President
Warren, NJ, USA
# Ownership Culture
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

Showing 61 to 90 of 61,358 results

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# Community Wealth Building
# Board of Directors
# EO Accounting
# Feasibility Study
# ESOP
# Transaction Complexity
+3 more
# Ownership Culture
# Worker Co-op
+2 more
+2 more
# EOT
# Perpetual Purpose Trust
# ESOP
# Broad-based Employee Ownership
Nashville, TN, USA
# EO Advisor
# ESOP
# Board of Directors
# EO Accounting
# Succession Planning
# Feasibility Study
# ESOP
# Transaction Complexity
+3 more
# Post Transaction
# EO Advisor
# S ESOP
+1 more
# ESOP
# M&A
# Board of Directors
# 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
# ESOP
# Board of Directors
# EO Accounting
Madison, WI, USA
# EO Advisor
# Qualified Retirement Plan
# 1042 rollover
# Trustee
# Family Office
+2 more