Before committing to a path, we analyze whether employee ownership makes strategic sense for your specific circumstances and needs. Receive an unbiased evaluation of how employee ownership aligns with your liquidity needs and long-term goals.

• Learn about the legal, financial, cultural, tax, and timing implications of each model

• Narrow down options and mitigate risk

• Minimize costs on interactions with lawyers, accountants, and valuators

Once the form employee ownership is selected, we act as the "quarterback" for the transition. Expect smoother execution with fewer surprises, delays, and costs. We coordinate with your legal and tax teams to ensure the transaction structure is sound, avoiding the common "fad-based" pitfalls of advocacy-led transitions.

• Gather, complete and understand all transaction documents

• Facilitate initial discussions and eventual negotiations with employees

• Keep the project on track

Strong systems and ownership education are critical for ROI and continued success. Research confirms that a strong ownership culture boosts performance. We implement governance structures and financial/business literacy programs that turn employees into high-performing stakeholders without disrupting operations.

• Effectively manage changes in governance

• Build ownership culture

• Train employee-owners

• Communicate strategy effectively