How you exit matters.
We can help you do it right.
Our model allows you to:
- Get a competitive, tax advantaged sale
- Set your company up for long-term success
- Ensure your people, mission and values are protected long-term
- Incentivize next generation leadership
- Maintain flexibility for growth and change
- Exit over time, while staying involved
A simple process for selling a company to the people who care most.
We help owners design and execute a sale to a customized trust that is run by key stakeholders and experts, while getting cash out on day one. This method is much cheaper than an ESOP and offers competitive sale pricing, tax advantages, long-term upside and perks for management.
Full-service Exit Planning with Trusted Advisors.
(not an army of lawyers)
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Feasibility
We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.
Design
We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.
Financing
We put together a customized financing package to fund the conversion with affordable, aligned capital.
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Support
We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.
Exit with Purpose
One of our experienced advisors can quickly answer all your questions and help see if our model makes sense for your business.
Full-service Exit Planning with Trusted Advisors.
Step 1: Feasibility
We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.
Step 2: Exit Design
We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.
Step 3: Financing
We put together a customized financing package to fund the conversion with affordable, aligned capital.
Step 4: Support
We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.
What other owners are saying
Matt Kreutz
Founder / CEO
Brandon Dunn
CEO
Steve Piersanti
Founder
Want to learn more?
Get a free digital copy of our book on exiting to employees through employee ownership trusts. This book covers the basics of our model and goes deep into comparisons with ESOPs and other options.
“When you make the key decision that you want to ensure the purpose of your company for the long haul, it's imperative to have a financial partner you can trust. Zoe & Derek and the entire Common Trust team are that kind of partner.
It's not just having their financial backing that was the most beneficial, it was the care and genuine concern along the way that we appreciated the most. They are people you want to continue to associate and stay connected with forever.
With many financial transactions you get the sense that the financier is in control and dictating the way it will be done, not so with Common Trust. They jump in the trenches with you and help dig. They seek to understand your purpose and help you protect it and position it for long term sustainability. They are willing to be flexible and creative while still ensuring financial responsible outcomes in the end. How refreshing from a financial partner!
We trust and value them as partners and look forward to many years working together creating deals that are truly win-win for all parties involved.”
Kevin Clegg
Founder of Clegg Auto
& A More Stewardship Trust
community owners