Trusted Advisors & Succession Strategists

In employee ownership

Considering transitioning your business to your employees?

Pivoting your business doesn’t have to feel like a rollercoaster ride. We are here to help.

Employee Ownership Trust (EOT)

Planning and transition services for transitioning control to your employees.

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Worker-Owned Cooperative

Transform your ownership structure.

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Employee Share Ownership (ESOP)

Optimal for transitioning partial ownership to employees.

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Four Reasons To Consider Your Employees As Your Exit Plan

Benefits of Employee Ownership

Boost Engagement and Productivity

Employee ownership aligns employees’ interests with company success, leading to increased engagement and motivation, resulting in higher productivity and improved performance.

Enhance Retention and Attract Talent

Employee-owned firms typically experience lower turnover and higher satisfaction, and can attract top talent who have a personal investment in the company’s future.

Improve Financial Performance

With a vested interest in success, employees work together to cut costs, enhance efficiency, and innovate. As a result, Employee-owned companies show resilience during economic downturns.

Cultivate a Collaborative Culture

Employee ownership fosters a culture of shared responsibility and teamwork which enhances workplace culture and drives overall business success.

We solve along the way!

TECHNICAL

What is the right option for your business?  What would it look like?

FINANCIAL

What is your business worth? Can employees afford to buy the business?

EMOTIONAL

Transitioning your business requires a mindset shift. We help you get there.

Jennifer’s understanding of purpose-led business with a people-first approach has been key in supporting the evolution of our company to 100% employee owned. Jennifer’s knowledge, experience and approachable nature have been instrumental in this continued evolution of our business.

daniel rose – founder, the moment