Why Consider Employee Ownership?
Employee ownership aligns the success of your business with the success of your employees, creating a shared commitment to growth and sustainability. Companies that adopt employee ownership structures often experience increased productivity, higher retention rates, and enhanced financial performance. Our advisory services are tailored to help you evaluate whether employee ownership is the best fit for your long-term goals while preserving your company's culture and values.
Employee Ownership Advisory Services
Our Employee Ownership Advisory services are designed to guide small- and mid-sized business owners through the process of exploring and implementing employee ownership models. Whether you're considering employee ownership as an exit strategy or as a way to foster greater engagement and retention, our team provides the expert guidance you need to navigate this transformative journey.
Education and Assessment
We provide a thorough, complimentary education on employee ownership structures to help you understand how they work and how they can benefit your business. Our team will help you compare employee ownership to more traditional exit strategies, such as selling to private equity or a strategic buyers, to assess which ownership structure aligns best with your goals ensuring you make the most informed decision for your future, your company, and your employees.
Financing and Implementation
Navigating the complexities of employee ownership structuring requires experienced guidance, and we are here to quarterback the entire process. We source financing for the transaction. And, our team coordinates all the necessary advisors—valuation experts, legal counsel, ESOP trustees, and tax professionals—ensuring a smooth implementation while maximizing tax advantages and securing your employees' future.
After converting to employee ownership, building an ownership culture is essential for long-term success. We offer ongoing support to help your business transition smoothly, ensuring your employees understand and embrace their new role as owners. We provide guidance on governance, employee engagement, and best practices for managing repurchase obligations and other post-transaction elements to ensure the employee owned business thrives.
Post-Transition Support and Culture Development
The Benefits of Employee Ownership
Increased Employee Engagement drives 8.5% higher profit margins than peers; sales and employment grow 2% faster per year
Tax Advantages at the corporate, employee, and selling shareholder levels
Legacy Preservation: Friendly buyer pays fair market value and provides controllable, flexible exit timeline.
