Summary of Pdf on Building the Future of Employee Ownership: 2025-26 Year in Review

Grid Insight

Project Equity FY26: 220 Firms, $3.9M Deployed

Quick Summary

Project Equity advised 220 businesses and reached 1,344 workers from April 2025 to March 2026, according to its 2025-26 Year in Review. Its Employee Ownership Catalyst Fund lent $2.9M for 5 transitions. The nonprofit also helped four businesses become owned by Employee Ownership Trusts (EOTs).

#Worker Co-op

#EOT

#ESOP

#Perpetual Purpose Trust

#racial wealth gap

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Who Benefits From This Most

Owners planning a sale: see how therapy practices and design firms sold to employees as co-ops and trusts.
Advisors and CPAs: find training and loan sources for employee ownership deals.
Employee ownership advisors: track Project Equity's lending and reach.

Intent: Introductory case study
Exit Relevance: ESOP
EOT
Worker Coop