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.
Employee Ownership Trust (EOT)- planning and transition services for transitioning control to your employees
Worker-Owned Cooperative – transform your ownership structure
Employee Share Ownership (ESOP) – Optimal for transitioning partial ownership to employees
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
TRANSITION OPTIONS
Where do you even start when considering selling your business to employees?
BUSINESS VALUATION
What’s fair to you and to your employees?
CREATING EMPLOYEE OWNERS
As you transition your business to employees what skills and perspective do they need to ensure success?
taxes & legal
What are the legal and tax implications of transitioning to employees?
SUSTAINABILITY
How do I transition my business to employees and make sure it sustains?