Pleased to share that I have successfully completed EO ExitPro 101: Employee ownership for small business advisors. This course offered by Project equity provides the knowledge and tools to effectively serve as a quarterback, point person or referral roles for employee ownership exit transitions.
One way that ESOPs or EOTs may grow in value and size, is through the acquisition of companies. These acquisitions may be bolt on acquisitions that expand existing services in a new geography, or they may be companies that provide a diversification in services and client base as a means to diversify risk of customer…
Many thanks to Carole Leslie of Ownership Associates for sharing her newsletter on Employee Ownership events in Scotland; January 2024 Newsletter February 2023 Newsletter March 2024 Newsletter April 2024 Newsletter May 2024 Newsletter June 2024 Newsletter
Many thanks to the National Center for Employee Ownership for providing the below booklet. This booklet is also available for download at the following NCEO LINK
Employee Ownership growing worldwide! Law firm Arthur Cox has called for the introduction in Ireland of an employee-ownership trust scheme, based on what it describes as the “successful” Employee Ownership Trust (EOT) in Britain. https://www.lawsociety.ie/gazette/top-stories/2024/march/call-for-new-share-scheme-for-employees #EOT #employeeownership
Many thanks to Carole Leslie for sharing her news letter Ownership Matters. Below is the most current newsletter, with prior editions archived as links below.
Who should own your business after you? Employee ownership isn’t a new idea, but it’s widely overlooked — surprisingly so, given how the models have been shown to benefit not just workers but also owners. Companies looking to convert to employee ownership can find examples across industries, firm sizes and ages, and ownership stakes. Join…