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.

Firefly Insights Logo with Your Legacy, Your Way, Exploring Employee Ownership Trusts

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

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

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

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

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.
Hands holding cog wheel with text

Your Legacy, Your Way: Employee Ownership Trusts

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

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?...
Headshot of Jennifer Williams with Text

Jennifer Williams Discusses Employee Ownership Transitions on The Cash-Rich Exit Podcast

Firefly Insights Founder Jennifer Williams was recently a guest on The Cash-Rich Exit Podcast, hosted by Colleen O’Connell-Campbell of RBC Dominion Securities, where she discussed Employee Ownership Transitions. In this three-part series, they explore employee...
various bikes displayed in bicycle shop

Selling Your Bike Shop to Employees via an Employee Ownership Trust (EOT) – A Smart Exit Strategy

Running a bike shop is more than just a business—it's a community hub, a passion project, and a reflection of your values. But as a business owner, there comes a time when you start thinking about what’s next. Whether you're eyeing retirement, your next venture, or...
A diverse business team showing collaboration and unity with hands joined together in a team-building exercise.

Finding Purpose at Work: Why Ownership Should Matter to Employees

As human beings, we naturally seek a sense of purpose. Our identities are shaped by the roles we play—siblings, parents, friends, teammates. Work is no different. For many of us, how we earn a living is more than just a job; it is a big part of who we are. We spend...

Resource by Topic

EO Models

Culture

Retirement

FAQs

Resource by Type

Blog Posts

Case Studies

Interactive Tools

Videos