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?...

How Employee Ownership and Environmental Sustainability Work Together

by Jennifer Williams | July 29, 2025 | Blog Posts, Culture | 0 Comments

Rethinking Ownership for a Greener Future As more businesses confront the reality of climate change, sustainability can no longer be treated as a side project. Customers are paying attention. So are communities. And perhaps most of all, employees—especially the next...

Map of Canada with Text reading 'One Year of Employee Ownership Trusts in Canada: What We Have Learned so Far

Employee Ownership Trusts in Canada: What We’ve Learned One Year In

by Courtney Yanta | July 28, 2025 | Blog Posts, EO Model | 0 Comments

Just over a year ago, Canada introduced the Employee Ownership Trust (EOT) as a new way for business owners to transition ownership while keeping their companies locally rooted and employee aligned. Since then, interest has grown—but questions remain. Drawing from the...

Jennifer Williams of Firefly Insights featured in Ripple of Change magazine

How Purpose-Driven Ownership Is Reshaping Business Succession

by Courtney Yanta | July 23, 2025 | Blog Posts, EO Model, Retirement | 0 Comments

Firefly Insights founder featured in Ripple of Change magazine We are excited to share a recent feature in Ripple of Change magazine, where our founder Jennifer Williams discusses the future of business succession through values-driven ownership. In the interview,...

Stacks of Canadian $100 bills placed inside a metal bear trap, symbolizing the financial risk of holding excess cash in a business.

The Cash Trap That Could Be Costing You Major Tax Benefits

by Courtney Yanta | July 21, 2025 | Blog Posts, Retirement | 0 Comments

Understanding One of the Most Overlooked Disqualifiers for the Lifetime Capital Gains Exemption Many Canadian business owners are familiar with the Lifetime Capital Gains Exemption (LCGE)—a powerful tool that can shield up to $1.25 million of capital gains from tax...

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