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People in The Grid

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Find the business experts you need

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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Jenny Everett's profile picture

Jenny Everett

Purpose Trust Ownership Network (PTON)
Co-Founder, Purpose Trust Ownership Network
Austin, TX, USA
# EOT# Perpetual Purpose Trust# EO Advisor# Steward Ownership

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
John Hamilton's profile picture

John Hamilton

Hamilton Associates LLC
Business Advisor for Founder and Leadership Teams
Concord, New Hampshire, USA

KS

Kerry Siggins

Stoneage
CEO
Durango, CO, USA
# Trustee# Ownership Culture# ESOP# Board of Directors

LS

Lauren Sharkey

Case Lombardi
Partner
Honolulu, HI, USA
# EO Litigation# Executive Compensation# ERISA# Due Diligence+2 more
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
Michael Kramer's profile picture

Michael Kramer

Natural Investments
Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor
San Francisco, CA, USA
# Perpetual Purpose Trust# Impact Investing# Alternative Ownership Enterprise

MQ

Michael Quarrey

Web Industries
Vice President, Corporate Development
Marlborough, MA, USA
# Ownership Culture# ESOP# Board of Directors
Nathan Schneider 's profile picture

Nathan Schneider

University of Colorado Boulder
Assistant Professor
Denver, CO, USA
# EO Advisor

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

SD

Sheri Darby

Walker Mechanical Contractors
CFO
Louisville, KY, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

SO

Stephanie Olexa

Lead to the Future Sustainable Business Consulting
Governance Professional and Board Director
Hellertown, PA, USA
# EO Fiduciary# Ownership Culture# ESOP# EO Accounting+2 more

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
Amit Kothari, MBA's profile picture

Amit Kothari, MBA

Kothari Leadership Enterprises
CEO | Strategic Growth Visionary & Executive Mentor
Newport Beach, CA, USA
# ExecutiveCoaching# LeadershipDevelopment# FractionalCLevel# StrategyConsulting+1 more

AD

Andrew Delmonte

Cooperation Buffalo
Executive Director
Buffalo, NY, USA
# SBA# CDFI# Worker Co-op

CD

Charlie Daugherty

Precision Pulley & Idler
Vice President of Finance/Chief Financial Officer
Pella, IA, USA
# ESOP# EO Accounting# Board of Directors
Dallas Shelby's profile picture

Dallas Shelby

EO Equals
Director, Communications & Marketing at Project Equity
Indianapolis, IN, USA
# EO Communication# EO Advocacy

DG

Daniel Goldstein

Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations
CEO
Norfolk, VA, USA
# EO Advisor# Ownership Culture# ESOP# EO Accounting+1 more
Eduardo Cabral's profile picture

Eduardo Cabral

Triple Beam Advisors
Associate Partner | Investor
College Park, MD, USA
# EO Advisor

EV

Elena Vasconez

Aurora-South Metro Small Business Development Center
Associate Director
Denver, CO, USA
# SBA# Worker Co-op

ER

Emily Rickard

Morgan, Lewis & Bockius LLP
Legal Associate at Morgan, Lewis & Bockius LLC
Philadelphia, PA, USA
# ERISA

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