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?...

Collectivist and Generative Leadership in Employee Ownership Trusts

by Courtney Yanta | May 27, 2026 | Blog Posts, Culture | 0 Comments

Collectivist and generative leadership in Employee Ownership Trusts are essential to building an ownership culture that matches the promise of employee ownership. While the legal structure of an EOT matters, the long-term success of the trust depends on how leaders...

EOT vs ESOP in Canada: Which Employee Ownership Model Fits Your Business?

by Courtney Yanta | May 26, 2026 | Blog Posts, EO Model | 0 Comments

If you are a Canadian business owner exploring employee ownership, you have likely encountered two acronyms: EOT and ESOP. Both are legitimate paths to employee ownership. Both allow your team to share in what they have helped build. But they work differently, suit...

How Employee Ownership Trust Financing Works

by Courtney Yanta | May 26, 2026 | Blog Posts, EO Model | 0 Comments

The most common question business owners ask when they first hear about Employee Ownership Trusts is: "If my employees are not paying for the business, where does the money come from?" It is a fair question. In every other type of business sale — a sale to a...

Ensuring the Success of a Management Buyout Transition

by Courtney Yanta | May 11, 2026 | Blog Posts, EO Model | 0 Comments

A Management Buyout (MBO) can be one of the most effective and values-aligned succession planning strategies for business owners. However, without careful planning and communication, a management buyout transition can quickly create tension between owners and...

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