What Will Your Legacy Be?

Our succession planning guide provides a comprehensive roadmap for business owners exploring employee ownership as a powerful alternative to a traditional sale. Here is what you get:

• Exit comparison: How employee ownership stacks up against a third-party sale or liquidation
• Owner’s checklist: Five essential steps to prepare your business for a successful transition
• Timeline: A realistic look at the phases of selling your business
• Financing decoded: How employee ownership transitions are funded without compromising your payout
• Expert FAQs: Answers to the most common questions from owners and leadership teams

Our succession planning guide is a client-ready resource that helps introduce employee ownership as a viable succession option and broaden the conversation about what’s possible. Here is what you get:

• The exit comparison: A clear, client-ready overview of how employee ownership compares with a traditional sale or liquidation

• The advisor’s conversation starter: Language and framing you can use to introduce employee ownership to clients

• The transition timeline: A straightforward outline of an employee ownership transition so you can set expectations with clients

• Financing decoded: A practical look at how employee ownership transitions are funded without compromising clients’ payouts

• Client-ready FAQs: Answers to the most common questions advisors hear from owners and leadership teams 

Employee ownership is not just transformative for workers and businesses. It reshapes the economic, social, and civic fabric of entire communities. 

• Employee ownership keeps businesses rooted: When owners retire, employee ownership helps preserve jobs, retain local wealth, and keep successful businesses serving the communities where they were built.
• Owners and employees both benefit: Retiring owners receive market value while employees gain opportunities to develop leadership skills and share in the company’s long-term success.
• Employee ownership builds wealth: Employee ownership gives workers a proven path to financial security, with higher wages and significantly greater household wealth than employees at traditional companies.
• Stronger businesses create stronger communities: Employee-owned companies are more likely to reinvest profits locally, support neighborhood economies, and remain resilient through economic challenges.