How the process works

The timing of this process can vary widely, but steps 1 to 4 typically take between five months and a year. Step 5 is a longer process that lasts beyond the actual transaction. Get started now with an initial consultation.

Getting Started

Background reading, involving key decision makers, and outlining goals

Preliminary Assessment

Initial feasibility analysis and gauging financial and operational needs for the transition

Preparing Transition

Designing legal, financial, management and governance structures for the transition

Executing the Transaction

Legal transition to an employee-owned company

Post-transaction support

Building a strong ownership culture and connecting to the employee ownership community

How to get started?


Get started with these background
readings and resources.

Case Studies

Learn from other companies that have
recently converted to employee ownership.

Initial Consultation

Get more specific support and
set up an initial consultation.