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?...

Canadian Dollar Notes on spreadsheet with Calculator - Calculate profits

Creating Liquidity While Preserving Ownership: The ESOP Advantage

by Courtney Yanta | September 30, 2025 | Blog Posts, EO Model | 0 Comments

For many business owners, most personal wealth is tied up in the business itself. When it comes time to plan for the future—whether that means a gradual retirement, keeping equity in the family, or simply reducing risk—the big question often arises: “How can I take...

Image of Jennifer Williams, Founder of Firefly Insights. With text 'Featured on the Business Casual Podcast'

Jennifer Williams Featured on Business Casual Podcast

by Courtney Yanta | September 24, 2025 | Culture, EO Model, Videos | 0 Comments

Jennifer Williams, Founder of Firefly Insights, sat down with Mihae Ahn, of the Business Casual Podcast, to discuss Employee Ownership in Canada. The discussion goes beyond tax policy and transaction mechanics to explore the human side of transition — what it means...

Venn Diagram displaying Employee Ownership and B Corps, with the intersection saying built to last

B Corps and Employee Ownership: Natural Allies

by Jennifer Williams | August 20, 2025 | Blog Posts, Culture | 0 Comments

Balancing People, Purpose and Profit Over my 20+ years in business, I’ve worked at the intersection of balancing people and profit, the environment and social needs with profits, growth, and capital. It is often a tricky balance and for many businesses wanting to...

Road into the sunset with the years 2025, 2026 and onwards written

Employee Share Ownership Plan – Increase Business Value Before Selling

by Courtney Yanta | August 11, 2025 | Blog Posts, Retirement | 0 Comments

At Firefly Insights, we help business owners plan for the future. One of the most effective strategies we recommend is starting an Employee Share Ownership Plan (ESOP) well before you are ready to exit. This approach increases your business value, protects your...

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