A Management Buyout (MBO) can be one of the most effective and values-aligned succession planning strategies for business owners. However, without careful planning and communication, a management buyout transition can quickly create tension between owners and...
Hosted by the Ontario Co-operative Association, this webinar explores how transitioning a small or medium-sized business to an employee ownership model can offer a practical, values-aligned approach to succession planning. The session highlights how these structures...
Employee Ownership Trusts (EOTs) have been getting a lot of attention lately—and for good reason. They offer business owners a way to transition ownership to employees while preserving the culture, legacy, and independence of the company. For many founders, the idea...
Most business owners think succession means selling to a third party or passing the company to family. But there are other ways to transition ownership. In this article for the Ontario Co-operative Association, Jennifer Williams explores governance and ownership...
This hybrid Employee Ownership Trust Succession Case Study highlights how three founders used a staged approach—beginning with an Employee Share Ownership Plan (ESOP) and later transitioning to a hybrid Employee Ownership Trust (EOT) and Management Buy-Out (MBO)—to...
Employee ownership may be a brand-new concept for many Canadian business owners. While Employee Ownership Trust (EOT) legislation only became law in Canada in June 2024, the broader history of employee ownership in this country is decades long. By understanding...
