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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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Mark Wald's profile picture

Mark Wald

SPRCHRGR
CFO // problem solver // advisor
Los Angeles, CA, USA
# Cap Table (Cap Stack)# Due Diligence# CPA# Business Valuation+6 more
Bimmy Dhanapala's profile picture

Bimmy Dhanapala

Infinity Point CDFI
CFO
Los Angeles, CA, USA
# Succession Planning# EOT# EO Advisor# Impact Investing+9 more
Matthew Epperson's profile picture

Matthew Epperson

Georgia Cooperative Development Center
Local Outreach Coordinator at Georgia Center for Employee Ownerwship
Athens, GA, USA
# Investment Co-op# EO Fees# EO Plan Design# Co-op Principle 7+27 more
Frank Cetera's profile picture

Frank Cetera

Workers to Owners Collaborative (W2O)
Business Transfers Program Director
Syracuse, NY, USA
# EO Advisor# Worker Co-op# Broad-based Employee Ownership
Howard Kaplan's profile picture

Howard Kaplan

Kaplan Fiduciary Group
CEO at Kaplan Fiduciary Group
Atlanta, GA, USA
# EO Advisor
Marc Tognotti, Ph.D.'s profile picture

Marc Tognotti, Ph.D.

Infinity Point CDFI
President & Co-Founder
San Francisco, CA, USA
# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more
Deborah Farrell's profile picture

Deborah Farrell

—
Workplace Democracy Consultant
Berkeley, CA, USA
# Worker Owner# Succession Planning# EO Leadership# Non-Founder Management Team+3 more

MS

Mark Smith

Arrow Media
Independent Director - ESOP's and Owner at Summit Business Advisors.
Graeagle, CA, USA
# Executive Compensation# EO Audits# Quadratic Voting# ESOP+3 more

JV

Jack Veale

Esopmarketplace.com
Founder
West Hartford, CT, USA
# Succession Planning# EO Advisor# Executive Transition# Feasibility Study
Miles Mudzviti's profile picture

Miles Mudzviti

EO Sector
Founder & Director
—
# Succession Planning# EOT# EO Case Study# EO Advocacy

RB

Robert Brown

American Asphalt Company
CEO
Vorehees, NJ, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

AB

Anne-Claire Broughton

Broughton Consulting
Principal at Broughton Consulting LLC
Durham, NC, USA
# Succession Planning# EO Advisor# Open-Book Management

ES

Erich Schmid

Business Intermediary Services
Founder, CEO, President
Hilton Head Island, SC, USA
# Succession Planning# ESOP# Board of Directors# M&A

JJ

Jeffrey Jamerino

Panelmatic
President and CEO | Board Member | ESOP Expert | M&A Expert
Troy, MI, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors+1 more
Kyler Gilbert's profile picture

Kyler Gilbert

Business Consulting Resources
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
Los Angeles, CA, USA
# Succession Planning# Family Business# Family Ownership

SG

Sam Gray

Pinemill Partners
Managing Partner at Liszka & Gray, LLC
Richmond, VA, USA
# EO Advisor# Deal Team
Tim Rettig's profile picture

Tim Rettig

3Ls
CTO
Cincinnati, OH, USA
# Holding Company# Ownership Culture# ESOP# EO Advocacy
Alexandra Devendra's profile picture

Alexandra Devendra

Aligned Law
Attorney, Founder
Portland, OR, USA
# Employee-Led Buyout# EOT# Bylaws# Due Diligence+4 more
Ashish Agrawal's profile picture

Ashish Agrawal

Zolidar
Founder @ Zolidar; 2x-Google, x-Matterport
Palo Alto, CA, USA
# EO Leadership

CJ

Chris Johnson

Uncubed
Senior Vice President Finance Administration at TMI Systems Corporation
Dickinson, ND, USA
# ESOP# EO Accounting# Board of Directors

DO

Deborah Olson

MLG Foundation
Expert EO Attorney
Hanover, NH, USA
# EOT# Ownership Culture# ESOP# Worker Co-op+1 more

FJ

Foster James McCarl

New Enterprise Stone and Lime Company
Independent Board Member / Business Strategist / Consultant
Leesville, SC, USA
# Ownership Culture# Board of Directors

HC

Haydee Caldero

Illinois Center for Employee Ownership
President
Chicago, IL, USA
# ESOP# EO Accounting# Board of Directors
Loren Rodgers's profile picture

Loren Rodgers

—
Executive Director
Oakland, CA, USA
# EO Plan Design# Succession Planning# Executive Compensation# Employee Retention+6 more

PO

Patrick O'Brien

OB3
Internal Trustee and Employee Owner
Lakewood, CO, USA
# EO Administration# EO Fiduciary# Ownership Culture# ESOP+2 more

SL

Scott Leach

BDO USA
Director
Austin, TX, USA
# Succession Planning# Transaction Complexity# Due Diligence# ESOP+3 more
Turner Wyatt's profile picture

Turner Wyatt

SmallCapital
Co-Founder
—
# Community Wealth Building

AK

Ann Kim

Morgan Stanley
VP/ Financial Advisor with the ESOP Group
Chicago, IL, USA
# 1042 rollover# Trustee# Post Transaction# QRP+2 more

BH

Blake Head

BDO USA
Managing Director-ESOP Advisory Services Leader
Atlanta, GA, USA
# Succession Planning# Non-Leveraged EO# Transaction Complexity# ESOP+3 more

CC

Charles Coyne

Empire Valuation Consultants
Managing Director
New York, NY, USA
# Due Diligence# ESOP# Business Valuation# EO Financing+2 more

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