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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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DR

Daniel Reser

Fiduciary Services
President
San Rafael, CA, USA
# EO Fiduciary# ERISA
# Due Diligence
# ESOP
+3 more
Ellen G. Frank-Miller's profile picture

Ellen G. Frank-Miller

Workforce & Organizational Research Center (WORC)
Founder & CEO
Chicago, IL, USA
# Employee Impact Index

JR

James R Socha

Satellite Services
CFO
Marquette, MI, USA
# Ownership Culture# Transaction Complexity# EO Taxation# ESOP+2 more

JC

John Carroll

Big Sandy Furniture
Independent Director at ESOP owned Companies
Naperville, IL, USA
# ESOP# EO Accounting# Board of Directors

KL

Kevin Long

Employee Benefits Law Group PC
Shareholder/ President/ Employee Benefits Law Group PC
San Jose, CA, USA
# Trustee# DOL# IRS# Executive Compensation+8 more

KS

Kevin Selzer

Holland & Hart
Employee Ownership Trust Lawyer
Denver, CO, USA
# EOT# Perpetual Purpose Trust# ESOP# Broad-based Employee Ownership
Kristin Forde's profile picture

Kristin Forde

University of Wisconsin Center for Cooperatives (UWCC)
Cooperative Development Specialist at UWCC
Madison, WI, USA
# EO Advisor

LL

Lara L. Hemingway

Trs Group
Founding Member, Board Member
Spokane, WA, USA
# ESOP# Board of Directors# M&A
Michael Balstad's profile picture

Michael Balstad

Bizleavable
Founding CEO
Nashville, TN, USA
# EO Advisor

RV

Richard Van Doel

Performance Validation
CEO
Avon, IN, USA
# Post Transaction# EO Advisor# ESOP# S ESOP+1 more

RF

Robert Friedman

Dresner Partners
CFO, President
Warren, NJ, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

SM

Scott Miller

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

AW

Ashleigh Walters

UT Center for Industrial Services
Leadership Consultant
Knoxville, TN, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

BS

Branch Springer

Business Advisory Services
CFO
Toledo, OH, USA
# Ownership Culture# ESOP# Debt Restructuring# EO Accounting+2 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

FD

Felix Danciu

Elmcore Securities
CEO
Chicago, IL, USA
# Ownership Culture# ESOP# Board of Directors# M&A

HC

Harry Cendrowski

Cendrowski Corporate Advisors
Founding Member and Managing Director
Bloomfield Hills, MI, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

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

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