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People in The Grid

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Explore rich profiles and real-world contributions from business advisors, employee ownership experts, and all the people who are supporting the future of small and medium-sized businesses.

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199 results found

SM

Scott Miller

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

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Organizations by Type

  • Academia
# ESOP
# Board of Directors

SB

Sheryl Bayani-Alzona

Employee Benefits Law Group PC
Benefits – ESOP Attorney at Employee Benefits Law Group PC
Los Angeles, CA, USA
# Trustee# DOL# IRS# Executive Compensation+8 more

SK

Susan Kildahl

NHS Northstar
Chief Financial Officer
Duluth, MN, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

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
# Executive Compensation# Ownership Culture# EO Committee# ESOP+2 more

WB

William (Bill) Obrien

Morgan Stanley
Corporate Client Group Director
Chicago, IL, USA
# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more

BH

Brian Hock

Greenwich Capital Group
Managing Director
Detroit, MI, USA
# Ownership Culture# Transaction Complexity# ESOP# EO Accounting+2 more

BB

Brock Barton

King Arthur Baking Company
Chief Financial Officer
White River Junction, VT, USA
# Trustee# Ownership Culture# ESOP# EO Accounting+1 more

CK

Christopher Kramer

Acuity Advisors
Managing Director
Santa Ana, CA, USA
# Preferred Stock# EO Financials# Transaction Complexity# ESOP+3 more

DM

Dan Markowitz

Boulay LLP
Partner, Board Member
Eden Prairie, MN, USA
# Succession Planning# Post Transaction# Due Diligence# Repurchase Obligation+2 more

DS

Drew Schaefer

SCJ Fiduciary Services
Independent Trustee
Smithfield, KY, USA
# Trustee# EO Financials# EO Fiduciary# Due Diligence+1 more

EE

Edward (Ed) Wilusz

Value Management
Managing Director
Jamison, PA, USA
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+4 more

EL

Edward Leventhal

Valco Industries
President and CEO
Springfield, OH, USA
# Ownership Culture# ESOP# Board of Directors

EG

Elizabeth Goltermann

Ki Industries
Vice Chairman of the Board
Elmhurst, IL, USA
# EO Audits# Ownership Culture# ESOP# Audit+2 more

IW

Ivy Wan-Beltejar

Empire Valuation Consultants
Senior Manager
Rochester, NY, USA
# EO Financials# Financial Statements# Transaction Complexity# EO Taxation+6 more

JP

Jade Palermo

Empire Valuation Consultants
Director
Boston, MA, USA
# Trustee# EO Plan Termination# Transaction Complexity# Due Diligence+5 more

JM

Jim Massey

Morgan Stanley
Senior Vice President, Financial Advisor
Dallas, TX, USA
# 1042 rollover# Trustee# Post Transaction# QRP+5 more

JA

John A. Kober

Morgan, Lewis & Bockius LLP
Managing Partner
Dallas, TX, USA
# Executive Compensation# Family Business# Due Diligence# ESOP+3 more

JE

John E. Johnson

John E Johnson
Business Appraiser and Valuation Expert
Incline Village, NV, USA
# EO Litigation# Due Diligence# ESOP# Feasibility Study+1 more

KS

Kerry Siggins

Stoneage
CEO
Durango, CO, USA
# Trustee# Ownership Culture# ESOP# Board of Directors
Luke Hoffman's profile picture

Luke Hoffman

North Carolina Employee Ownership Center (NCEOC)
Director of Programs, NC Employee Ownership Center
Winston-Salem, NC, USA
# Succession Planning# EO Advisor# EO Advocacy
Marion Champoux-Pellegrin's profile picture

Marion Champoux-Pellegrin

Rocky Mountain Employee Ownership Center (RMEOC)
Rural Employee Ownership Director
—

ML

Mark Lewis

Woodfold Marco Manufacturing
Retired Trustee (prev. CEO)
Forest Grove, OR, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

ML

Martha L. Sullivan

Provenance Hill Consulting
Consultant and President
Madison, WI, USA
# Succession Planning# Family Business# ESOP# EO Accounting+1 more

MQ

Michael Quarrey

Web Industries
Vice President, Corporate Development
Marlborough, MA, USA
# Ownership Culture# ESOP# Board of Directors

PJ

Patrick J. Swanick

Tom Lange Company
Board Chairman - Cramer Fish Sciences (CFS); Board Member - The Tom Lange Company; Board Member - Orchard & Vineyard Supply (OVS)
Haverford, PA, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

PH

Phillip Hayes

Berman Hopkins CPAs & Associates, LLP
Partner at Berman Hopkins CPAs & Associates, LLP
Melbourne, FL, USA
# EO Advisor# Deal Team# CPA

SB

Samuel Brownell

Stratus Business Advisors
Founder & CEO
Washington, DC, USA
# EO Advisor# Business Valuation# M&A

TL

Terry Leahy

NHS Northstar
President and CEO
Whitefish Bay, WI, USA
# Ownership Culture# ESOP# Board of Directors

TK

Todd Klimas

Wilson Electric Services
President and Employee Owner
Tempe, AZ, USA
# Succession Planning# Trustee# DOL# EO Fiduciary+7 more

AP

Aaron Pryor

Acclaro Valuation Advisors
Managing Director
Omaha, NE, USA
# ESOP# Business Valuation# Feasibility Study

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