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.

Your Legacy, Your Way: Exploring Employee Ownership Share Plans (ESOP) for Canadian Companies

by Courtney Yanta | June 11, 2025 | Blog Posts, EO Model | 0 Comments

The Problem Traditional third-party sales only offer Founders a single option: extracting their money for retirement. While this may seem like a clear-cut solution, it introduces significant risks. The company’s culture, its people, and the legacy that the Founder has...

Woman in Red standing on stage doing a presentation - TEDx Mechanicsville sign in background

TEDx Talk: A Smarter Way to Sell Your Business Through Employee Ownership

by Jennifer Williams | March 26, 2025 | Culture, EO Model, Retirement, Videos | 0 Comments

How Changing Who Owns the Business Can Change Everything Selling your business is one of the biggest decisions you will ever make—but traditional exit strategies can leave owners feeling stuck. What happens to your employees? Your customers? Your legacy? In this...

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 Jennifer Williams | 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...

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 Courtney Yanta | 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.

Your Legacy, Your Way: Employee Ownership Trusts

by Courtney Yanta | January 27, 2025 | Blog Posts, EO Model, Retirement, Uncategorized | 0 Comments

The Canadian Economic landscape is changing with 76% of small businesses due to retire in the next decade, leaving over $2 trillion dollars of business assets at stake (CFIB). With this ‘Silver Tsunami’ rapidly approaching, Founders may be left scrambling for options...

FAQ concept on wooden cubes and flower in a pot in the background

Frequently Asked Questions

by Courtney Yanta | 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?...

Webinar Recording: Exploring Employee Ownership for Business Succession

by Courtney Yanta | March 25, 2026 | EO Model, Videos | 0 Comments

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...

When Your Business Is Too Small for an Employee Ownership Trust (EOT): A Practical Alternative

by Courtney Yanta | March 17, 2026 | Blog Posts, EO Model | 0 Comments

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...

Innovative Governance & Ownership Options for Succession Planning: Beyond the Traditional Exit

by Courtney Yanta | March 11, 2026 | EO Model | 0 Comments

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...

Employee Ownership for Business Growth: Attracting and Retaining Key Talent

by Courtney Yanta | February 26, 2026 | Blog Posts, Culture | 0 Comments

Hiring senior leaders and key staff is one of the most pivotal growth decisions a founder makes. This is especially true when considering employee ownership for business growth. At a certain stage, it’s no longer about filling roles. It’s about bringing in people who...

Resource by Topic



EO Models

View All



Culture

View All



Retirement

View All



FAQs

View All



Blog Posts

View All



Case Studies

View All



Interactive Tools

View All



Videos

View All