About us

We are creating a more prosperous and competitive economy through shared ownership.

We are the nation's leader in alternative exit planning and execution.

Our team combines experience from the worlds of small business entrepreneurship, legal innovation, impact investment, economic development and community engagement.

$2B+

business value evaluated for employee ownership

93%

client satisfaction rating

$854M+

enterprise value transitioned to employee ownership

63K+

team members brought into employee ownership

Our team

This isn't just a job for us, it's our life's work.

We're a small team, experienced in working closely with business owners and employees. We're passionate about making real change by working with the small and mid-sized businesses that keep the economy in motion.