Owners Session: Planning a Thoughtful Transition to Employee Ownership
A thoughtful approach to succession doesn’t happen overnight. More often, it’s a series of conversations, tradeoffs, and moments of alignment that unfold over time.
Webinars
A thoughtful approach to succession doesn’t happen overnight. More often, it’s a series of conversations, tradeoffs, and moments of alignment that unfold over time.
Learn how Ocaquatics Swim School transitioned to an Employee Ownership Trust (EOT) — a flexible ownership model that helps business owners protect their legacy, reward employees, and keep their companies independent for the long term.
Watch the full webinar recording to hear how The Ready designed an Employee Ownership Trust (EOT) to fit a self-managing culture — right-sized governance, real employee voice, and early profit-sharing.
Brad Herrmann, CEO & Founder of Text-Em-All, reflects on their first year as an Employee Ownership Trust (EOT) — the challenges, structure, and cultural shifts that followed their transition to employee ownership.
Learn how ShopBot Tools built employee buy-in after transitioning to an Employee Ownership Trust. This webinar covers real-world governance, engagement, and leadership strategies for employee-owned companies.