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Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.
Employee ownership creates transformative wealth for workers. Research shows ESOP participants accumulate a median of $164,000 vs. $17,000 for typical households. Women of color see 160x-1,435x wealth increases. Employee-owned businesses are 21% more likely to survive, grow 2-3% faster, and have <0.3% loan default rates. With 2.9 million businesses facing succession and only 6% of small businesses aware of EO options, expanding employee ownership represents a major opportunity for worker wealth building and community resilience.
Category type: Advocacy Article Or Report, Research Publication
Exit options: Direct EO, EOT, ESOP, Worker Coop
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Learning Material
Exit options: Direct EO, EOT, ESOP, Financial, Strategic, Worker Coop
aka : Employee Stock Ownership Plan
ESOP is a qualified retirement plan that transfer all or a portion of the company's stock into a trust administered on behalf of the employees.
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Category type: Course, Learning Material
Exit options: ESOP
Category type: Course, Learning Material
Exit options: ESOP
aka : Employee Ownership Trust
An Employee Ownership Trust (EOT) is a legal structure where a trust holds company shares for employees' benefit. It gives them a stake in the company, potentially sharing profits and fostering a sense of ownership.
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Category type: Course, Learning Material
Exit options: EOT, ESOP, Financial, Strategic
Category type: Case Study, Eo Story
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: Financial
Category type: Case Study, Eo Story
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: ESOP, Financial
Category type: Course, Learning Material
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: EOT, ESOP, Financial
Category type: Course, Learning Material
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: ESOP, Financial, Strategic
Category type: Course, Learning Material
Exit options: ESOP
aka : Worker Co-operative
Worker cooperatives are businesses owned and governed by their employees. Workers share profits, vote on decisions, and have a say in how the company operates.
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aka : Employee Ownership Advisor
Refers to a business specialist who is experienced with one or more aspects of employee ownership (e.g., valuation, entity selection, taxation, etc.)
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Impact investing is about making investments that aim to create positive social or environmental effects while also making financial gains. It involves considering a company's commitment to corporate social responsibility or serving society positively.
Similar : ESG, Microlending/Microfinance
Category type: Research Publication
Exit options: Direct EO, EOT, ESOP, Worker Coop
Category type: Research Publication
Exit options: Financial
Category type: Course, Learning Material
Exit options: Financial, Strategic
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: ESOP
Category type: Case Study, Eo Story
Exit options: ESOP
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