Welcome to our Resource Hub

Explore expert resources designed to support business owners, advisors, and employees in navigating ownership transitions. From succession planning to implementing Employee Share Ownership Plans (ESOP) and Employee Ownership Trusts (EOT), we provide the tools and insights you need to sell your business to employees and ensure long-term sustainability. Whether you are starting to explore your options or seeking actionable guidance, this hub is here to help.

Frequently Asked Questions

by | January 13, 2025 | Blog Posts, FAQs, Uncategorized | 0 Comments

Below you will find a list of frequently asked questions, to help you get the answers you need about employee ownership.  Question not answered? Reach out, we would be happy to help! Employee Ownership What does the ideal company for employee ownership look like?...
Read More
Grey sign post with the word 'sold' in it

The Big Emotions Around Transition

by | November 20, 2024 | Blog Posts, Retirement, Uncategorized | 0 Comments

Imagine your home. Whether you’ve lived there for two years or twenty, it’s more than just a structure—it’s a reflection of your journey. The outlet by the kitchen stove is a reminder of the time you learned you’re not an electrician. The basement doorway bears the...
Read More
A semi circle of men and women in hard hats and safety vests smiling and clapping

Employee Ownership and the Construction Industry

by | November 7, 2024 | Blog Posts, Culture, Retirement, Uncategorized | 0 Comments

In recent years, the construction industry has faced increasing challenges in recruiting and retaining skilled employees. According to a 2023 survey by the Canadian Construction Association, 38.4% of construction companies nationwide identified recruiting skilled...
Read More
An orange number 5 against a black background, with text overlaid on top of it.

5 Employee Ownership Myths I Believed as a Newcomer (And You Might Too!)

by | October 29, 2024 | Blog Posts, Culture, FAQs, Uncategorized | 0 Comments

Before I started in the role of Program Manager, I had a few assumptions about employee ownership—myths I held without even realizing it. Now, two months into this journey, I am learning what it means to think like an owner, not just an employee. Working closely with...
Read More
The Lucas Oil Stadium at dusk in downtown Indianapolis, Indiana, United States.

From Ottawa to Indianapolis: A Road Trip to Employee Ownership Insights

by | October 4, 2024 | Blog Posts, Culture, Uncategorized | 0 Comments

When the Firefly Insights team hit the road, we weren’t just headed to another conference. This was a 13-hour journey from Ottawa to Indianapolis—crossing borders, counting rest stops, and curating the perfect playlist as we made our way to the 2024 Fall Forum hosted...
Read More
Canadian flag flying with the roof of parliament hill in the background.

A New Era of Employee Ownership in Canada – Employee Ownership Trusts 

by | July 17, 2024 | Blog Posts, EO Model | 0 Comments

As the winds of change sweep through Canada's business landscape, a monumental shift has just been codified into law. On June 21, 2024, the passage of bills C-59 and C-69 marked a historic moment for employee ownership for Canada. The establishment of Employee...
Read More
Taxation concept image with Canadian cash, a business graph, and blocks spelling 'tax'.

Canada’s New Employee Ownership Trust (EOT) Legislation

by | May 29, 2024 | Blog Posts, EO Model | 0 Comments

In a landmark move, Canada has introduced new legislation that enables the creation of Employee Ownership Trusts (EOTs). This innovative framework is designed to facilitate a transition for business owners looking to sell their companies, ensuring a sustainable and...
Read More
Casual meeting of a smiling, diverse business team analyzing financial data.

Nurturing an Ownership Culture: Key Strategies for Success

by | March 14, 2024 | Blog Posts, Culture | 0 Comments

As millennials now dominate the workforce, there's a noticeable shift towards valuing collaboration and innovation in the workplace. To set your business apart and attract/retain top talent, consider offering ownership opportunities through an ESOP, worker...
Read More
A variety of red, yellow, and blue signs, each displaying an arrow pointing in a different direction.

3 Ways to Employee-Ownership – Canada

by | May 30, 2023 | Blog Posts, EO Model | 0 Comments

ESOP (Employee Share Ownership Plan), EOT (Employee Ownership Trust), and Worker-Owned Cooperative are three different models for transferring ownership of a business to its employees. Each model has its own advantages and considerations, so the choice depends on the...
Read More
Two little kids laughing and working at a desk, dressed in business attire.

Selling your business to your employees

by | May 30, 2023 | Blog Posts, Culture, Retirement | 0 Comments

And not your kids.... HBO's Succession depicted the complex dynamics of passing down a family business, painfully reminding the viewer of the potential challenges and pitfalls of transitioning leadership to the next generation. Having worked with many family...
Read More
Shipping containers branded as United States and Canada colliding mid air

Why Employee-Owned Companies Thrive in Tough Economic Times—and How That Could Play Out in a Canada-US Tariff Battle

by | January 30, 2025 | Blog Posts, Culture, EO Model | 0 Comments

In times of economic uncertainty, when businesses face financial pressures and the future feels unpredictable, employee-owned companies tend to outperform their counterparts.  And as the potential for a Canada-US tariff battle looms, employee-owned businesses could be...
Read More

Client Case Study – Unlocking Growth and Clarity for The Red Apron

by | January 30, 2025 | Case Studies, Culture, EO Model | 0 Comments

Client Overview The Red Apron is a beloved local food shop in Ottawa, known for offering high-quality, locally sourced artisanal foods, including baked goods and ready-to-eat meals. The business is celebrated for its dedication to sustainability and community support,...
Read More

Client Case Study – Cathexis Consulting Inc.

by | January 30, 2025 | Case Studies, EO Model | 0 Comments

Client Overview Cathexis Consulting Inc. is a Toronto-based consulting firm that specializes in program evaluation. As a values driven BCorp, the Cathexis team is committed to operating a socially responsible, progressive business.  As Cathexis was coming up on 23...
Read More
Graphic of a bank with arrow pointing to EOT with arrow pointing to group of people

Employee Ownership Trusts (EOTs) in Action – What We Have Learned

by | January 29, 2025 | EO Model, Videos | 0 Comments

It's been just over six months since Canada introduced Employee Ownership Trust Legislation. This video provides a brief overview of EOTs and a glimpse into what we have learned so far! Looking for more information on EOTs? Click here.
Read More

Resource by Topic

EO Models

View All

Culture

View All

Retirement

View All

FAQs

View All

Resource by Type

Blog Posts

View All

Case Studies

View All

Interactive Tools

View All

Videos

View All