Affordable, Accessible, and Built Around Your Legacy
If your company generates between $5 million and $20 million in annual revenue, you are part of the backbone of the Canadian economy. You have built something profitable, enduring, and deeply connected to your community.
When it is time to step back, employee ownership—through an Employee Ownership Trust (EOT) or Employee Share Ownership Plan (ESOP)—can provide a succession solution that:
- Protects your legacy
- Rewards and retains your team
- Keeps your business locally owned
- Gives you fair market value for what you have built
At Firefly Insights, we make these transitions affordable, accessible, and custom-built for your goals.
Why Employee Ownership Works for $5–$20M Companies
If your business falls within this range, you likely:
- Value the people who helped you succeed
- Prefer not to sell to a competitor or private equity firm
- Want to secure your company’s future, not just its sale price
Overcoming the Cost and Complexity Myth
Affordable
We use proven tools, templates, and a streamlined step-by-step process to lower legal and advisory costs—often making it less expensive than a traditional M&A sale. You also avoid hefty broker fees and the uncertainty of finding an external buyer.
Accessible
Your employees do not need to contribute personal savings upfront. The business can finance the purchase over time through retained earnings or profit-sharing, ensuring you receive fair market value without creating a financial barrier for your team.
Tailored to Your Business
Every transition is designed around your:
- Ownership structure (HoldCo, family ownership, partnership)
- Culture and leadership team
- Timeline for transition
- Financial objectives
Our Employee Ownership Process
We make moving forward clear and manageable:
- Explore – Assess whether employee ownership is right for your business—financially, culturally, and strategically.
- Design and Implement – Build the structure, valuation, financing model, and governance approach, then work with your legal and tax advisors to finalize agreements, inform employees, and complete the transition.
- Support – Remain engaged after the transition to ensure the model delivers on its goals.
Why Now is the Right Time
With Canada’s new Employee Ownership Trust legislation, owners can now sell to an EOT and potentially access up to $10 million in tax-free capital gains. This is a rare opportunity to combine a values-driven succession plan with a strategic financial advantage.
Keep What You Have Built in the Right Hands
Your business is more than a balance sheet—it is your legacy. Employee ownership ensures it continues to succeed, rewards those who helped build it, and keeps it rooted in your community.
Employee ownership is not just possible—it is practical, affordable, and transformative.
📞 Book a Discovery Call to explore whether EOT or ESOP could be the right fit for your business.
