Common Trust

Grid Insight

About

Common Trust is a platform that equips small business owners to exit to their employees and community. Our methodology is based on the idea that owners should be able to transition their business profitably while protecting their legacy, purpose and people through a sale, ensuring both high...

#Succession Planning

#EOT

#EO Advisor

#Transaction Complexity

#Ownership Culture

Organization type

Service Provider
Capital Provider

Services Offered

Capital Provider: EO Fund
Transition: Business Plan
Business Process Documentation
EO Communication
EO Research
EOT
Exit Planning
Feasibility Studies
Financial Modeling
Human Resources: Successor Training

Ask Zolid AI

How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Location: San Francisco, CA, USA
Industry sector: Financial Svcs. (Non-bank & Insurance)
Focus on EO: Exclusive

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Aug 25Zoe Schlag +24/−87•Apr 25Private Curator+9/−0•Unknown+241/−0•Feb 25Unknown+127/−0

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Meet Zolid AI

Meet Zolid AI

Common Trust is on the EO Market Map

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Curators(4)