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

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

by Courtney Yanta | Jun 11, 2025

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

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

by Courtney Yanta | Jun 3, 2025

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

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

by Courtney Yanta | May 28, 2025

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...
How Employee Ownership Helps Canadian Business Owners Plan a Legacy-Focused Exit

How Employee Ownership Helps Canadian Business Owners Plan a Legacy-Focused Exit

by Courtney Yanta | Apr 16, 2025

Featured in CanadianSME Business Magazine As thousands of Canadian business owners near retirement, the question of how to exit their business has become more urgent—and more complicated. Traditional sales and third-party takeovers often leave employees vulnerable and...
Why Specialized Advisory Makes a Difference for Your Business

Why Specialized Advisory Makes a Difference for Your Business

by Courtney Yanta | Apr 14, 2025

When planning for the future of your business—whether transitioning ownership or retaining top talent—you might wonder why you should engage an additional advisor if you already have an accountant or lawyer. The answer is simple: specialized guidance helps you build a...
Why Change Management Is the Hidden Challenge in Any Ownership Transition

Why Change Management Is the Hidden Challenge in Any Ownership Transition

by Jennifer Williams | Mar 18, 2025

When it comes to business transitions—especially Employee Ownership transitions—most people focus on legal structures, financial models, or tax considerations. But the real test comes after the deal is done. Once the ownership transition paperwork is signed and the...
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Recent Posts

  • Your Legacy, Your Way: Exploring Employee Ownership Share Plans (ESOP) for Canadian Companies
  • Jennifer Williams Discusses Employee Ownership Transitions on The Cash-Rich Exit Podcast
  • Selling Your Bike Shop to Employees via an Employee Ownership Trust (EOT) – A Smart Exit Strategy
  • Finding Purpose at Work: Why Ownership Should Matter to Employees
  • How Employee Ownership Helps Canadian Business Owners Plan a Legacy-Focused Exit

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