Case Studies

Stories of Employee Ownership Transitions Through EOTs

Explore how founders used Employee Ownership Trusts (EOTs) to exit with purpose—preserving values, empowering teams, and staying independently owned.

Text-Em-All
August 2025

Becoming the First EOT SaaS Company in the U.S.

See why Text-Em-All chose an Employee Ownership Trust (EOT) over other exit paths — and became the first SaaS company in the U.S. to transition to 100% employee ownership through an EOT.
Employee Ownership Trust for SaaS Companies
Codeweavers
August 2025

Preserving Open-Source Values with an Employee Ownership Trust

CodeWeavers chose an EOT to exit on their terms — preserving values, empowering employees, and building a future-ready business.
How employee ownership drove Clegg Auto's business & people forward
Clegg Auto
August 2025

Driving Growth with Employee Ownership

Clegg Auto transitioned to employee ownership with an EOT — doubling profits, increasing pay, and ensuring a future of success.
Berret-Koehler Publishers
August 2025

Securing a Legacy of Independence

Find out how Steve Piersanti, founder of Berrett-Koehler Publishers, safeguarded the company's mission-driven culture and his legacy through employee ownership.