Find trusted ESOP advisors, attorneys, valuators, cooperative developers, and lenders serving California businesses.
EOX is the nationās only nonprofit focused on building awareness and engaging local communities around all forms of employee ownership at the state and national levels via a network of State Centers for Employee Ownership. Our passion for expanding employee ownership is rooted in its transformative power to increase community wealth, strengthen businesses and create a more vibrant, participatory economy. We envision an America where employee ownership transforms the economy, strengthens communities, creates greater wealth equality, and enables business owners and employees to be co-creators of their economic future
Founded in 2014, we help businesses transition to employee ownership, securing liquidity and a fair sale price for the owner while helping employees build equity and a solid career path. We conduct in-depth regional data studies that analyze business and workforce numbers to help communities retain jobs and address long-standing wealth inequalities that can hold local economies back. We also work with other leaders in the field to advance policies and practices that scale employee ownership across the nation.
Founder @ Zolidar; 2x-Google, x-Matterport
Zolidar
Founder
Zolidar
Executive Director
Employee Ownership Expansion Network (EOX)
Associate Partner | Investor
Triple Beam Advisors
Founder
21 Hats Podcast
SPRCHRGR (pronounced "supercharger") is an enterprise-grade consultancy and outsourced services team ready to help you get more value from your numbers, harness your data flow into actionable insights, and provide clarity for better decisions. We like to say, "Cut out the vowels, get there faster!" because we prioritize creativity, efficiency, and performance in our work. We offer accounting, finance, and technology services & solutions to our clients - ranging from tactical bookkeeping, controllership, and fractional CFO consulting to custom software development and ERP system implementations. More info at <https://sprchrgr.com/why-sprchrgr>
Industry: Investment Management Natural Investments has been exclusively dedicated to sustainable, responsible, and impact investing since its founder launched his practice in 1985. The firm's 23 advisors across 10 states manage portfolios totaling $2 billion for 1500 individuals, families, nonprofit organizations, businesses, family offices, and foundations. On of the original B Corps in 2007, the firm has written three books on the field: Investing from the Heart (1992), Investing With Your Values (1999) and The Resilient Investor (2015). The Heart Rating, found on its website, has rated socially responsible funds on the breadth and depth of their selection criteria sine 1992.
Common Trust is a platform that equips small business owners to exit to their employees and community. Our methodology is based on the idea that owners should be able to transition their business profitably while protecting their legacy, purpose and people through a sale, ensuring both high performance and community impact for generations to come.
Zolidar is building the easy button for businesses to adopt employee ownership. Their mission is to increase the wealth of everyday Americans. The name Zolidar is inspired by solidarity.
Attorneys at Impact Matters Law LLP (formerly called Gundzik Gundzik Heeger LLP) apply their sophisticated corporate and mergers & acquisitions legal experience to the transition of businesses to employee ownership. We offer collaborative and values-driven lawyering combined with extensive negotiation experience and careful attention to detail. Working with us, clients feel confident about their future and energized by our shared vision of a world where worker-owned and led companies lead the way. Our team thinks broadly about optimal methods for transition of ownership of a business, which may include a conversion to a worker-owned cooperative, implementation of a purpose or employee trust, a buyout by strategic team members, or some combination of the same. We use our experience to seek to get ahead of common areas of friction and facilitate a smooth and efficient transaction, helping to coordinate buyers, sellers, third party lenders, and other advisors. Formerly called: Gundzik Gundzik Heeger LLP
We are a nonprofit organization that has been supporting the employee ownership community since 1981. Our mission is to help employee ownership thrive. We have thousands of members because we help people make smart decisions about employee ownership, with everything from reliable information on technical issues to inspiration to help companies reach the full potential of employee ownership. We generate original research, facilitate the exchange of best practices at our live and online events, feature the best and most current writing by experts in our publications, and help employee ownership companies build ownership cultures where employees think and act like owners. Whether you are considering employee ownership, managing an existing plan, or advising clients, we can help. Our members have access to all of our online resources, and we are committed to providing extensive materials for anyone interested in learning more about employee ownership, from people considering employee ownership to decision-makers at employee-owned companies to ESOP participants to journalists to stock plan administrators and other service providers. We welcome everyone to sign up for our twice-monthly email bulletin and to visit our blog. Our staff covers the nation from multiple locations in the U.S., and our board includes representatives from employee-owned companies and the professional advisors who serve them. We are supported almost entirely through membership fees and our activities, but we do accept donations, which are tax-deductible (we are qualified as a 501(c)(3) nonprofit charitable organization).
Menke & Associates is a majority employee-owned company in the financial services industry headquartered in Oakland, California. Menke & Associates has designed and installed more ESOPs than any other firm in the country. They provide all the services needed to design and install an ESOP. Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry.Ā In 1983, Menke & Associates became employee owned when it established its own Employee Stock Ownership Plan (ESOP). Their ESOP Advisors bring more than 100 years of collective experience in structuring ESOP transactions. These officers and associates have participated in over 2,500 transactions.Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. They have clients in all 50 states. Clients range in size from as few as ten employees to as many as 10,000.Ā
Maximum Fun is a worker-owned, audience-supported podcast network, home to The Adventure Zone, Bullseye with Jesse Thorn, Depresh Mode, and other beloved shows. Founded in 2004 (and incorporated in 2011) with a mission of bringing good things into the world, the network has grown to span over three dozen comedy and culture shows. In June 2023, Maximum Fun became a worker-owned cooperative.
At Avid, we acquire and operate home health care agencies with a model that combines advanced technology, disciplined M&A, and employee ownership. Our mission is to help owners transition successfully while preserving legacy, creating wealth for caregivers, and improving patient outcomes. We bring deep expertise in valuation, capital structuring, and compliance, paired with hands-on operational knowledge of healthcare. By embedding employee ownership into our acquisitions and leveraging our proprietary AI platform, we create sustainable growth, reduce turnover, and strengthen community trust. More than acquirers, we are long-term partnersāaligning profitability with purpose to build resilient agencies in a changing healthcare landscape.
Alternative Technologies occupies a beloved place in the hearts ā and in the wiring closets and on the desks ā of thousands of people who work at Bay Area nonprofits and progressive businesses. We provide telephone systems and IT services and support. Our company operates out of our funky offices in the historic Heinz building in west Berkeley, though many of our staff save gas, time and headache by working remotely from home offices. Many of our staff still meet our customers the old-fashioned way ā face to face ā by visiting our customersā offices and facilities in person for meetings, technical support, installations, or cabling jobs. In 2022, Alternative employees purchased the company from long-time founder Jerry Skomer and formed a worker-owned cooperative. A culmination of Jerryās vision for the company, the cooperative will sustain the business long into the future, allowing us to continue serving our progressive Bay Area client base, support our community, and provide stability for our dedicated employees.
Recology is a 100% employee-owned waste management company headquartered in San Francisco.Ā In 1986, Recology established its Employee Stock Ownership Plan (ESOP) placing the sense of ownership in the minds, hearts, and hands of each employee-owner. Employee-ownership fosters our unique culture that promotes the mindset and dedication that fulfills our employee-ownersā pride in their work in service to our customers and communities.Founded in 1920 by people who thought differently about resource recovery, Recology continues to provide service to 127 communities throughout California, Oregon, and Washington. Recology is committed to seeing a world without waste by developing sustainable practices led by more than 3,800 proud employee-owners.Ā
The Beyster Institute was established by the Foundation for Enterprise Development (FED) in 2002 and took on the mission to spread the visionary ideas of Dr. J. Robert Beyster, founder of Science Applications International Corporation (SAIC). Ideas taken from SAIC have led to the development of many highly successful enterprises based on a potent combination of employee ownership and entrepreneurial spirit. In 2004, the Beyster Institute joined the Rady School of Management at the University of California, San Diego, a leading professional school within one of the top-ranked institutions in the U.S. for higher education and research. Today, the Beyster Institute continues to promote the understanding and practice of employee ownership as an effective and responsible business model through its consulting practice, education initiatives and leadership role in the community.
Sustainable Economies Law Center cultivates a new legal landscape that supports community resilience and grassroots economic empowerment. We provide essential legal tools - education, research, advice, and advocacy - so communities everywhere can develop their own sustainable sources of food, housing, energy, jobs, and other vital aspects of a thriving community.
Founded in 1991, Chatsworth Products (CPI) is a **100% employee-owned company** that specializes in manufacturing products and solutions that protect your investment in information and communications technology. From data centers to industrial environments, CPI provides a comprehensive range of products designed to meet the most demanding of specifications. As an ESOP, Chatsworth Products grew annual revenues during its first decade from $9 million to $130 million while increasing stock value from $4 to $121 per share from which employee-owners of Chatsworth Products benefited directly.
The United States Federation of Worker Cooperatives (USFWC) is the national grassroots membership organization for worker cooperatives and democratic workplaces. Our mission is to build a thriving ecosystem for worker-owned and controlled businesses and their cooperative leaders to power movements for racial justice and economic democracy. Our Federation includes over 400 business and organizational members. We represent the estimated 1,300 worker co-ops in the U.S. and their 15,000 workers. We organize through local cooperative networks while building power with national and international partners to advance an agenda for economic justice rooted in community-based, shared ownership. The USFWC was founded in 2004 when a core of worker co-op members came together with co-op developers, scholars, community organizers, and supporters from the broader co-op sector to strengthen worker co-ops through a national, sector-specific organization. Building on growing momentum, this founding event brought together worker co-op practitioners from the existing Western Worker Co-op Conference and the Eastern Conference for Workplace Democracy, as well as key players in Midwest and Southern states, to galvanize and support rising interest in the worker co-op business model. We organized an inaugural conference in Minneapolis to launch the Federation, deliberating over a long weekend to articulate a shared vision, identity, and organizational structure for this new democratically-run national organization. From its very inception, the USFWC has centered the leadership of workers from democratic workplaces and of historically marginalized communities; especially leadership of color and leaders from low-income and immigrant communities. To this day, our membership is comprised of worker co-ops, democratic workplaces (consumer cooperatives, non-profits, and ESOPs with democratic staff management), cooperative developers, and various organizations and individuals that support worker cooperatives. These Federation members range from 2 to 2,000 workers and span dozens of industries with varying management and governance structures. As a membership and advocacy organization, we connect worker cooperative members to benefits, to each other and to the larger cooperative and economic justice movements. We amplify our membersā voices to advocate for worker cooperatives at the local, state and national level. We provide consulting and technical assistance to cooperatives old and new. And through the education, training and organizing work of our partner organization, the Democracy at Work Institute, we are committed to ensuring cooperative business ownership reaches those who need it the most. Our Federation is led by a 100% member-elected Board of Directors, member councils, and a small but mighty staff with offices in Oakland, CA and Philadelphia, PA. Our funding sources are annual membership dues, grants, consulting and program contracts, and individual contributions. We invite you to join us in advancing the movement for workplace democracy and economic justice by becoming a workplace member or individual supporter today.
The Democracy at Work Institute was created by the U.S. Federation of Worker Cooperatives (USFWC) to ensure that worker cooperative development in economically and socially marginalized communities is adequately supported, effective, and strategically directed. It is the only national organization dedicated to building the field of worker cooperative development. Through research, education and relationship-building, it meets the need for coordination of: existing resources development of standards and leaders critical discussion of models and best practices, and advocacy for worker cooperatives as a community economic development strategy The Institute brings both a birds-eye view of the national stage and an experiential on-the-ground understanding of cooperative business, making sure that our growing worker cooperative movement is both rooted in worker cooperatives themselves and branches out to reach new communities of worker-owners.
The Executive Office of the Board of Supervisors performs a multi-functional support role for the Board of Supervisors in administering and managing technology, staffing, procurement and facilities resources, as well as the publication of information for the Board, various County departments and the public. The office also administers and oversees the Office of Inspector General and other County commissions such as the Sheriffās Civilian Oversight Commission, Office of Child Protection and the County Equity Oversight Panel. As we support the Board in its endeavors, we have a dedicated, exceptional team of staff members that pride themselves on taking ownership of the customer experience, and becoming the cornerstone of public service through innovative solutions and best work practices in an ever-changing environment. The Los Angeles County Board of Supervisors is the five-member governing body of Los Angeles County, California, United States. It is the largest governing body in the country.
Baker Electric is an electrical subcontracting company is headquartered in Escondido, CA. In 1938, Leroy Baker started Baker electric and since that time the company as relied on the leadership of 4 generations of the Baker family. The company specializes in electrical contracting, renewable and alternative energy services throughout the southwestern United States. Baker Electric's experience includes projects in healthcare, military education, hospitality/gaming, multifamily housing, solar power, energy storage, public works, transportation and other markets.In 2020, Baker Electric became an ESOP, transferring 100% ownership to their employees.Ā
Giroux Glass Incorporated, a 100% employee-owned glass, glazing, and architectural metals contracting company, operates branches in Los Angeles, San Bernardino, Las Vegas, Fresno, and Phoenix.We hire Union-certified glaziers to cater to the needs of the commercial, retail, and luxury residential sectors. Since 1946, Giroux Glass has been recognized for our integrity and high-quality performance, exceeding client expectations and defying engineering challenges to complete the industryās most demanding glazing projects.It is this dedication to exceptional service and accountability that has allowed our company to grow from its humble beginnings as a small, family-owned operation to the highly respected and nationally-recognized industry leader it is today.As of 2017, Giroux Glass became 100% employee owned.Ā Our Employee Stock Ownership Plan (ESOP) has been an unqualified success, offering our valued employees the chance to take full ownership of their work and reap the personal rewards for a jobs well done.
Harrell Remodeling is a 100% employee-owned company in the construction industry headquartered in Palo Alto, California. For over 37 years, Harrell Design + Build remains a company that is Woman Founded, Client-Focused, and Employee-Owned. In 1985, Iris Harrell founded Harrell Remodeling, becoming one of the few women in the residential construction industry in the nation. The employee owners at Harrell Remodeling have been dedicated to the art of designing beautiful, highly functional homes that authentically reflect the unique styles of their inhabitants.In 2001, Harrell Remodeling became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP).Ā Over several years, company shares were gradually acquired by the employees, and in 2014, the company officially became 100% Employee-Owned. Iris fully retired in 2014, leaving behind a thriving company driven by a skilled team of professionals dedicated to delivering top-tier full-service residential remodeling. As a 100% employee-owned company, there's a deep sense of accountability and responsibility for individual roles, the company's future, and above all, their client-centric mission, which always places clients and their desire to reimagine and redesign their homes at the forefront.Within this organization, leaders and employee owners have cultivated a cooperative work environment where every contribution is recognized and valued. . Each employee owner is encouraged to pursue education, learn from their peers, grow collectively, and make a long-term commitment.Ā Their ESOP instills a sense of ownership, prompting employees to act as true owners, which they indeed are.
Becoming Employee Owned is an initiative of the Democracy at Work Institute. Our mission is to expand the worker cooperative model to reach communities most directly affected by social and economic inequality, specifically people of color, recent immigrants, and low-Āwage workforces. We are a movement-based think-and-do tank supporting worker cooperatives to grow to a scale that creates meaningful change in the economy.
Hendy is a 100% employee-owned interior architecture company headquartered in Newport Beach, California. The Orange County firm has celebrated over 40 years of business that now spans across five studios: Corporate, Currents, Healthcare & Wellness, Lifestyle, and Science & Technology.Ā In 2022, Hendy became employee-owned when it established its Employee Stock Ownership Plan (ESOP). Employee owners at Hendy are experts in their field and are passionate about the work they do. The ownership culture at Hendy aims to inspire employees, promote work/life balance, and help their clients succeed. The diverse and collaborative team is always striving to do their best and make the most of the future.
Carrier Johnson + CULTURE is an employee-owned architecture firm headquartered in San Diego, California. Carrier Johnson specializes in design-centered architecture, interior architecture and branding practices for a variety of property types like higher education, residential, and corporate offices. Founded in 1977, Carrier Johnson now operates offices in San Diego, Los Angeles, New York, and Seattle.Ā In 2005, Carrier Johnson became employee-owned when it established its Employee Stock Ownership Plan (ESOP). At Carrier Johnson, people are what make the company successful. They believe their people are their biggest asset. Their employee owners are passionate about the work they do and making their clients successful.
Architectural Glass and Aluminum (AGA) is a 100% employee-owned curtain wall companies headquartered in Livermore, California. The company was founded in 1970 and is now one of the leading companies of it's kind in North America. From AGA's beginnings near San Francisco, the company has since been part of iconic structures in Hawaii, Washington, Alaska and Texas.AGA became employee-owned in 2001 when they implemented an Employee Stock Ownership Plan (ESOP). The company embodies ownership in every sense of the word as employees have a genuine stake in the process.Ā
We develop embedded systems products for Network and Telecom and have a reputation for delivering on-time, every time. We help our Customers get to market faster and increase product margins by accelerating development with our embedded software expertise in Wireless, Switching, Access andā¦
A-Z Bus Sales is a 100% employee-owned company in the transportation industry headquartered in Colton, California. The company was founded in 1976 and is a transportation dealer-distributor serving the education, government, public sector, commercial and private fleet markets with a broad portfolio of bus and van solutions. They also provide sales, service, parts, and financing for both new and used buses and vans. Today, the company has multiple sales and service locations serving California and Hawaii.Ā In 1999, A-Z Bus Sales became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Employee owners share in the mission to provide secure and dependable transportation solutions. Their ownership culture empowers employees to build meaningful client relationships while providing innovative solutions. Together, employee owners are dedicated to improvement and the delivery of exceptional products and services. As owners, employees benefit from their hard work ethic when the company is successful. They take pride in conducting their business with integrity and accountability.
Psomas is a 100% employee-owned engineering firm headquartered in Culver City, California. In 1946 as a response to the end of World War II and an influx of public service projects, George Psomas founded a small surveying firm. Over 75 years later, Psomas is a thriving company that operates 18 offices in four states.Ā In 2000, Psomas became employee-owned when it established its Employee Stock Ownership Plan (ESOP). The ownership culture at Psomas encourages employees to be highly collaborative to inspire one another. Tapping into the other west coast offices, employees can broaden their knowledge and expertise from their colleagues. Having an ownership stake in the success of the company gives Psomas employee owners a sense of pride and accountability.
Dudek is a 100% employee-owned company in the environmental consulting industry headquartered in Encinitas, California. Since the companyās founding in 1980, Dudek has grown from a two-person operation to a 700-person, national, and multidisciplinary environmental, planning, engineering firm. Dudek operates 7 national offices and has experience working on projects in all 50 states.Ā In 2003, Dudek became employee-owned when it established its Employee Stock Ownership Plan (ESOP). Employee owners at Dudek are a team of problem solvers who strive to help their clients achieve their project goals. At Dudek, this means everyone is a leader in some capacity who can nimbly work through problems to get positive results.Ā Being an employee-owned company, every member of the Dudek team is empowered to assume responsibility and set a positive example in order to further the company's mission of serving clients and communities more effectively. The corporate leadership team operates strategically on behalf of the employee-owners, with a focus on nurturing the well-being of its personnel, supporting clients, driving innovation, and enhancing overall performance.
AmbroseAdvisors⢠is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.
Candide Group supports families, foundations, and other investors who want to flow their money to social justice-focused companies, funds, and vital organizations building a new economy. Candide Group is a Registered Investment Advisor that was founded by Aner Ben-Ami and Morgan Simon. The team has collectively deployed 100 investments totaling more than $200M in companies and funds over CG's first five years. Our name, Candide Group, is inspired by the classic French novel, written by Voltaire. Candide is the story of a young man who travels the world and is confronted with overwhelming suffering and injustice. He ultimately returns home and overcomes his powerlessness and despair with a call to concrete, immediate action. The final, famous line of the book is: we must cultivate our garden. As impact investors, like the character Candide, we struggle every day to understand the nature of good and evil. We prioritize taking action as we attempt to plant the seeds of justice by influencing and organizing capital, alongside others who are working to grow a new economy from the ground up.
The Helsing Group is a 100% employee owned company in the real estate industry headquartered in San Ramon, California.Ā The Helsing Group, Inc. was founded in 1991 and quickly became recognized as a leading provider of consulting services to the Common Interest Development industry.Ā In the mid 1990ās, they noted significant shortcomings throughout the industry with respect to the management services community associations were receiving.Ā At the request of many clients, their company moved to fill that void, and now offers management for community associations of all varieties: suburban condominiums, large master planned communities, high-rise developments, and mixed use (commercial/residential) of all construction types. Their expertise spans the development process at every stage, and their focus is on managing the thriving community over the long term. Today, the Helsing Group has expanded it's operations to the Sacramento area, as well as starting operations in Spokane, Washington, North and South Lake Tahoe, Reno, and Las Vegas.Ā The Helsing Group became employee owned in 2014 when its founder, Roy Helsing, sold the company to his employees by implementing its Employee Stock Ownership Plan (ESOP).Ā All full time employees, after one year of employment, begin to participate in the ESOP on their journey to become employee owners.Ā Because their employees own the company they benefit in the companyās profits and obtain company shares above their regular compensation.Ā
Rice Services is a 100% employee-owned company in the plumbing & HVAC industry headquartered in Corona, California. Rice Services provides residential and commercial plumbing, heating and air, fire sprinkler contractor services. They serve national and regional home builders in Southern California and Nevada.Ā In 2019, Rice Services became employee-owned when it established its Employee Stock Ownership Plan (ESOP). Being employee-owned means that providing exceptional service is part of their DNA. Rice Services and its subsidiaries, NP Mechanical and Brass2Copper are a team of owners that are committed to excellence, team work, and integrity in everything they do.Ā Employee owners at Rice Services take pride in doing a good job. Every project and customer relationship for them is an opportunity to demonstrate that they own their results. They take responsibility for creating a positive environment that fosters success both for themselves and their customers.Ā
Griffith Company is a 100% employee-owned company in the construction industry headquartered in Brea, California. Founded in 1902, Griffith Company is one of Californiaās oldest general contractors. The company takes pride in its century-long contribution of capabilities, resources, and engineering expertise to regional growth. The company, known for its responsiveness, industry-leading project management, and specialized crews, successfully completes a diverse array of projects for various agencies and owners, ensuring timeliness and budget adherence.In 1981, Griffith Company became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Each employee owner is personally invested in upholding the quality of work and adhering to the company's guiding principles, collectively known as the Griffith Way: Honesty, integrity, and a commitment to delivering promises. This commitment enables Griffith Company to consistently meet obligations to owners, agencies, employees, subcontractors, suppliers, and shareholders, maintaining the fairness and quality synonymous with the Griffith name.Ā
Delta Pipeline is a 100% employee-owned company in the underground pipeline construction industry headquartered in Long Beach, California. Founded in 1991, Delta Pipeline has worked diligently over the last 30 years to be recognized as a leader in underground wet utilities.Ā In 2017, Delta Pipeline became employee-owned when it established its Employee Stock Ownership Plan (ESOP). As an employee-owned company, Delta Pipeline values long-term, mutually profitable relationships driven by their mission: People, Principle, and Purpose. By offering employees a personal stake, Delta Pipeline seeks to attract, motivate, and retain talented team members. Making sure every team member is committed to the same standard of integrity is what motivates and differentiates Delta Pipeline. The company is passionate about developing their people through training, mentorship, and team building. Delta Pipeline understands that the success of their projects starts with the success of their people.Ā Ā Working in both the private and public sector, they partner with developers, general contractors and municipalities throughout Southern and Central California to complete high quality projects in a safe, efficient and economical manner. Projects include construction and redevelopment of schools and medical buildings, along with retail, office and industrial space.
Capture Technologies is an employee-owned technology solutions company headquartered in Sacramento, California. Founded in 1948, the company started as a small audio business. Today, Capture Technologies provides a wide array of products and integrated systems from security to communications to help make workplaces safer and more efficient. Throughout their 75 year history, one thing remains the same: they put their customers first.Ā In 2004, Capture Technologies became employee-owned when it established its Employee Stock Ownership Plan (ESOP). As owners, Capture Technology employees share in the founding belief to put their customers first because when their customers succeed, they succeed. Their sales, customer support, and service professionals make sure customers are always informed about their products to ensure that they are fully satisfied.
Enviremedial Services, Inc. is a 100% employee-owned government contractor specializing in facilities maintenance for the United States Military. The company is headquartered in Oceanside, California. Enviremedial Services was founded by Patricia and Christopher Keogh in 1991 with origins rooted in water reclamation services for the United States Military.Enviremedial Services became employee-owned in 2018 when they implemented an Employee Stock Ownership Plan (ESOP). Employee ownership reinforces the company's values of providing the highest level of customer service even if that means adapting to new areas of business.
Agrivision is a 100% employee-owned company in the agricultural industry headquartered in Porterville, California. Founded in 1990, Agrivision is a network of companies united under one Employee Stock Ownership Plan (ESOP), dedicated to the cultivation, harvesting, packaging, and sale of high-value specialty crops while upholding values of transparency and operational excellence. The Agrivision network of companies collectively represents the interests of more than 100 different farmers and oversees a vast expanse of over 7,000 acres dedicated to organic farming. From the sale of fresh produce to the management of farming operations, their shared mission revolves around delivering the highest-quality products to consumers' tables.In 2021, Agrivision became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). Central to the mission of Agrivision is the recognition that its business practices have a profound impact on people's lives. Each day provides an opportunity to inspire individuals to lead a purposeful existence. This overarching purpose is the driving force behind Agrivision. Since its inception, the organization has consistently directed its efforts toward operating in ways that enhance the future well-being of generations to come, upholding its role as stewards of the land and the human resources bestowed upon them.Ā Founded by Tom & Karen Avinelis in 1990, AgriCare Inc. is a full service farm management company,Ā headquarteredĀ in Californiaās San Joaquin Valley, providing management and consulting services for both conventional and organic farms throughout California and Oregon. We specialize in a variety of permanent crops including: citrus, olives, blueberries, table grapes, hazelnuts, almonds and pistachios. For more thanĀ 20 years, the focus has remained the same: striving to exceed customer expectations by providing professional farm management services with a focus on stewardship of the land. To reach these goals, our team works with clients to build efficient production systems based on sustainable farming practices suitable to each managed property.
Jifco, INC., is a 100% employee-owned company in the fabricated piping industry headquartered in Livermore, California.Ā
Glenn Burdette is a 100% employee-owned accounting firm headquartered in San Luis Obispo, California. Founded in 1965, their founders vision of providing the highest level of accounting and customer service, remains true almost sixty years later. The firm supports clients from four offices inĀ Santa Maria, San Luis Obispo and Paso Robles. The team is small enough to offer highly personalized services but has resources to offer versatility and expertise.Ā In 2000, Glenn Burdette became the first employee-owned certified public accounting firm on Californiaās central coast, when they established an Employee Stock Ownership Plan (ESOP). As an employed-owned company, the firm has developed an authentic investment in the professional and personal development of its employees. Their philosophy is that if employees are happy, clients will be satisfied. As owners, employees take pride in their work and are empowered to contribute to the companyās success. Today, the firm boasts 90 employee owners who are poised to serve their clients for many years to come.
Hardy Diagnostics is a 100% employee-owned company in the medical equipment industry headquartered in Santa Maria, California. Since their founding in 1980, Hard Diagnostics mission has been to help people live healthier lives. The company is licensed by the FDA as a medical device manufacturer.Ā Their microbiology products are used all over the world to diagnose and prevent disease.Ā In 2011, Hardy Diagnostics became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). At Hardy Diagnostics, employees are skilled professionals who take pride in their life-saving work. Every employee has a stake in the companyās success which aligns incentives across the company. Together, employees contribute to and benefit from the companyās success. The ownership culture at Hardy is driven by their commitment to service.
Inheritance Funding Company, Inc. (IFC), is a 100% employee-owned consumer lending company headquartered in San Francisco, California. IFC was founded in 1992 and holds the distinction of being the oldest and largest company specializing in inheritance advances for heirs. They've worked with heirs in all 50 states. IFC's overarching mission is to excel as the premier provider of inheritance cash advances to heirs in probate, transcending conventional lending criteria like credit status and income.Ā In 2003, Inheritance Funding Company became employee-owned when they established its Employee Stock Ownership Plan (ESOP). Operating as an employee-owned entity, every staff member bears the responsibility of upholding the company's unwavering ethical standards. At IFC, employee ownershipĀ fosters a shared positive experience for all stakeholders, including customers. Employee owners take pride in their commitment to delivering exceptional customer service and unwavering dedication to their clients.
Electric Embers is a worker-owned cooperative providing hosting services and support to people working to make the world a better place.
āāThe Arizmendi Association is itself a cooperative made up of eight member businesses: six cooperative bakeries, a landscape design/build cooperative, and a development and support collective. Members share a common mission, share ongoing accounting, legal, educational and other support services, and support the development of new member cooperatives by the Association.
L.A. Co-op Lab is a collective that was established in 2015 to explore & invent ways to build L.A.'s capacity for worker ownership as a pathway toward a more equitable and democratic economy. Our aim is to advance worker ownership as one way to push back against inequality, gentrification, and the gig economy by helping people who are often excluded from good jobs to collectively create their own and meet community needs.
Concerned Capital (CC) is a social benefit corporation dedicated to social impact investments. CC is a nationally recognized pioneer in recycling and repurposing community based small manufacturing companies by transferring ownership to long term employees. The company is focused on saving and/or creating living wage jobs in low to moderate income communities. CC uses a wide array of economic development tools ā ranging from working capital loans, hiring tax credits as well as employee training to help small businesses grow. Our goal is always to promote community stabilization and resilience by encouraging local entrepreneurship and the local ownership of place based small businesses. CC has demonstrated its ability to facilitate the transfer of ownership repeatedly over its history. Over 200 jobs have been saved and created using this methodology.
MAAS Companies is a 100% employee-owned company that specializes in providing tailored, innovative solutions in facilities program management for districts, educational institutions, and public agencies. The company was founded in 1987 and is headquartered in Irvine, California.Ā In 2007, MAAS Companies became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). The company believes MAAS is only as strong as the individuals and teams that comprise it. The ESOP reinforces the companyās mission to deliver solutions today to help communities build innovative environments for an inspiring life tomorrow.
Monterey Mechanical is a majority employee-ownedĀ industrial contractor and metal fabricator headquartered in Oakland, California. The company was founded in the midst of World War II, 1942, to support the war effort with military base construction support. Monterey Mechanical now industrial projects that include water and wastewater treatment plants, power generation facilities, and other complex industrial facilities.Monterey Mechanical became employee-owned in 2006 when they implemented an Employee Stock Ownership Plan (ESOP). Employee Ownership reinforces the company's core values of safety, customer satisfaction, integrity, respect, collaborative innovation, and sustainability.
California Boiler is a 100% employee-owned company headquartered in Santa Ana, California. California Boiler, Oregon Boiler, and International Combustion and Controls, collectively referred to as "the Company," specializes in combustion equipment and controls. They bring a wealth of knowledge and expertise in agriculture, food processing, forestry products, healthcare, hospitality, manufacturing, military, oil and gas, petrochemical, and more. The Company's holistic service approach ensures comprehensive support throughout the entire lifespan of clients' equipment, encompassing initial planning, installation, and fabrication, and extending to continuous training, assistance, and maintenance.Ā The Company provides an extensive range of equipment, including boilers, ultra-low NOx burners, steam equipment, hot water equipment, hot oil heaters, industrial water heaters, flares, process heaters, fuel efficiency equipment, controls, water treatment units, and associated components and accessories.Ā In 2005, California Boiler became employee-owned when they implemented an Employee Stock Ownership Plan (ESOP). An ESOP promotes and strengthens teamwork and collaboration among employee-owners at every level within California Boiler and Oregon Boiler. The performance of employee-owners is directly tied to the objectives and goals of these companies, resulting in an assurance of exceptional support and dedication from the employee-owner team at Oregon Boiler. The "ownership culture" differentiates them from competitors in the boiler industry. Employee-owners hold a personal stake in the businesses and in the quality of customer interactions. They are dedicated to conducting business in an ethical, professional, competent, and compassionate manner. Recognizing that their individual and collective efforts directly contribute to long-term success, employee-owners prioritize customer satisfaction.The structure of employee ownership mitigates external influences from shareholders and investors. With no external shareholders or investors, California Boiler can wholly concentrate on delivering the service standards its customers anticipate and deserve. This singular focus aligns with the core principles of both companies, emphasizing their commitment to customer service and satisfaction.
Quartus Engineering is a majority employee-owned engineering company headquartered in San Diego, California. The company was founded in 1997 and specializes in design, analysis, and prototyping of precision systems using computer-aided technologies.Ā Quartus Engineering became employee-owned in 2012 when they implemented an Employee Stock Ownership Plan (ESOP). Employee ownership reinforces the companyās purpose to make bold and positive impacts with teams of collaborative, lifelong learners and teachers.Ā
RSF is an impact-first financial services organization revolutionizing the meaning of money. Since 1984, weāve innovated finance tools and invested in healthier food systems, whole-child education, cleaner climates, stronger communities, and more. We nurture a living system of investors, donors, and social enterprise leaders who use capital differently than the crowd. By offering investment notes, donor-advised funds, and loans to mission-driven organizations, we mobilize money toward positive change that can be felt today, tomorrow, and on the horizon. RSF envisions a world where all people have the power to use their money to regenerate people, communities, and the planet. We hope youāll join us in making that vision a reality.
CFO // problem solver // advisor
SPRCHRGR
CFO
Infinity Point CDFI
President & Co-Founder
Infinity Point CDFI
Workplace Democracy Consultant
Independent Director - ESOP's and Owner at Summit Business Advisors.
Arrow Media
Vice President/Consultant @ Business Consulting Resources | MBA Candidate at UCLA Anderson
Business Consulting Resources
Executive Director
Shareholder/ President/ Employee Benefits Law Group PC
Employee Benefits Law Group PC
Benefits ā ESOP Attorney at Employee Benefits Law Group PC
Employee Benefits Law Group PC
President
Fiduciary Services
Managing Director
Acuity Advisors
Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor
Natural Investments
SVP and Head of Programs at Project Equity
Project Equity
Chief Executive Officer
Project Equity
CEO | Strategic Growth Visionary & Executive Mentor
Kothari Leadership Enterprises
Chairman
Environmental Science Associates
Board Member
Material Motion
CFO
Morley Builders
Program Director, Transformative Financing Structures
Transform Finance
Employee ownership expert, Ashoka Fellow, Heinz Award for the Economy
Ownership Capital Lab
President
Esl Power Systems
CEO
CNote
UX Researcher for a Cooperative Economy
Berkeley
Director of Publishing and Information Technology
Director of Lending & Operations
Operations + Legal
Inceptive
Principal
Maitland Partners Executive Search
Chief Product Officer | Impact Investment, Financial Inclusion
CNote
Retired
Debt Finance Equity Partner
Goodwin Proctor LLP
Evolution VC
Founder | CEO
Savvy Cooperative
Senior executive and advisor with deep experience in media, information technology, and social impact
Knowledge Impact Network
Partner
Impact Matters Law LLP
Co-Founder & Partner | Councilman
Apis & Heritage Capital Partners
President
Khorsand ESOP Advisory
President & CEO at Menke & Associates, Inc.
Menke & Associates
President
Alternative Technologies
Director of Special Projects | Senior Fellow
Special Projects Director, Democracy at Work Institute
Attorney, Partner
Impact Matters Law LLP
CEO
Toniic
Cooperative Developer
Arizmendi Association of Cooperatives
Senior Program Officer
Blue Shield of California Foundation
Deloitte Consulting
Attorney, Executive Director, Owner
Sustainable Economies Law Center (SELC)
Employee Benefits attorney advising employee-owned businesses and ESOP trustees
Faegre Drinker
Partner
Infinite Equity
Principal, Founder, General Counsel
Katovich
Senior Corporate Counsel
Menke & Associates
Founder at Exit Coach Radio
ERSI Wealth
Explore the full directory
60,000+ practitioners nationwide on The Grid