Exit Planning

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.


ESOP – Growth Through Acquisitions

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…


Indianapolis Mayor Hogsett proclaims October EOM

For your use during Employee Ownership Month Celebrations!


Governor Holcomb EOM Proclamation

For your use when celebrating Employee Ownership Month!


Who Should Own???


2024 Scotland Ownership News

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


Who Should Own Your Business After You?

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 – Ireland

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


Ownership Associates UK – Scottish Employee Ownership News

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?

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…