How We Can Help

We help business owners consider the option of selling to their employees as a part of their succession planning. We provide a full suite of services to support the transition process to employee-ownership.

Step 1 : Free Consultation

We start with a free consultation. You can learn more about your options and the structures of employee-owned businesses. We cover the benefits of selling to employees, which can include tax benefits, avoiding broker fees, having a ready buyer, and securing the legacy of the business.

Step 2 : Feasibility Study

A feasibility study is conducted to outline a potential transition plan and timeline. This focuses on determining the financial feasibility of a sale, assessing employee interest, and outlining a management transition plan.

Step 3 : Deal structure and employee training

Work begins on structuring a sales agreement. Funding partners are brought in to support the deal. Employee engagement begins using a proven process for preparing the prospective employee-owners to govern and operate the business.

Step 4 : Legal and Closure

The sales agreement is finalized and closed. The previous owner(s) have a range of options for continuing to work with the business or exiting completely.

Post-transition Services

Post-transition services are provided to support the new employee-owners. This facilitates the start of solid governance and management practices, ensuring the success of the ongoing business.