Announcement
Lumos Debate Establishes a Perpetual Purpose Trust
Lumos Debate established a Perpetual Purpose Trust (PPT) holding 100% of its shares to support its goal of operating without an individual shareholder.
Blog
Employee Ownership & EOTs: Insights, Guides & Strategies
Announcement
Mosaic Capital Partners Builds an Employee Ownership Trust (EOT) Into Its Southern Shade Tree Investment
Mosaic Capital Partners invested in Southern Shade Tree and established an Employee Ownership Trust as part of the transaction, creating a protected benefit for employees.
Owners Session
Owners Session: How P. Terry’s Is Scaling a People-First Business
P. Terry’s cofounder Kathy Terry shares why the company chose an Employee Ownership Trust, paired it with profit sharing, and what ownership means for 1,800 employees.
Blog post
How Profit-Sharing Works in an Employee Ownership Trust
See how EOTs use cash-based profit-sharing to let employees participate in company results, without individual shares.
Announcement
LockData Transitions to Employee Ownership, With Continuity at the Core
LockData has transitioned to employee ownership through an EOT, supporting leadership succession and the software company’s long-term independence.
Announcement
Rost, Inc. Transitions to Employee Ownership, Preserving Its Family-Built Culture
Rost, Inc., a multigenerational Missouri landscaping company, transitioned to employee ownership through an Employee Ownership Trust (EOT) to help preserve its culture and independence.
Owners Session
Owners Session: Employee Ownership as an Operating Model at RainTech
RainTech used an Employee Ownership Trust to formalize its people-first culture and expand employee voice — not as an exit strategy, but as an operating model.
Announcement
P. Terry's Transitions to Employee Ownership, Benefiting 1,800 Employees
P. Terry's Burger Stand has transitioned to employee ownership through an Employee Ownership Trust (EOT) and introduced profit sharing for 1,800 employees across 38 Texas locations.