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Your Mission Sustained. Your Future Secured.

We help business owners explore, design, and implement enduring ownership structures that protect their company’s purpose and independence.

We specialize in purpose trusts, employee ownership, and charitable structures.

Get in touch
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Protect what you've built

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Exit on your own terms

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 Reward your people

Our clients include world-class companies of all sizes, across multiple industries

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  • Vernier logo with a stylized microscope illustration and the words "Vernier Science Education."
  • Grand Central Baking Company logo with stylized oven mitt and rolling pin inside a circular design.
  • Logo with a leaf and the word 'Biohabitats'.
  • Concept 2 Rowing logo with stylized text and a circular symbol
  • Zingerman's logo with the tagline 'community of businesses'.
  • Logo of Heath Ceramics, a ceramic company established in 1948.
  • Grady-White Boats logo with text
  • thoughtbot company logo
  • Logo for Natural Investments LLC featuring a stylized tree in a circle with the company name.
  • Logo with the words 'local ocean' and a simple line drawing of a sailboat.
  • Mainscape Inc. Company Logo
  • Colorful geometric logo above the words "ADASINA SOCIAL CAPITAL" in black text.
  • The logo of Andropogon in green text with a stylized leaf icon.
  • LifSource Natural Foods logo with green leaves.
  • Logo for Philly Food Works in black, green, and blue text
  • Berrett-Koehler Publishers logo in dark blue text on a white background.
  • Text stating 'A Cooperative of Family Ranchers, Country Natural Beef' in black capital letters on a white background.
  • Osmosis Day Spa Sanctuary logo with a stylized teal leaf and the text 'osmosis DAY SPA SANCTUARY'.
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Conventional business succession options are not a good fit for many companies

Business owners we work with want to avoid the following pitfalls:

  • Erosion of mission

  • Degradation of culture

  • Pay cuts or layoffs

  • Compromised or lost independence

  • Leaving or deprioritizing existing community

  • Shut down or sold for parts

  • Overemphasis on profit vs other goals

  • Shareholder primacy (rather than stakeholder balancing)

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client: Biohabitats

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Customized engagements that fit your specific goals and situation

We begin with your company’s people, purpose, and circumstances. Then we help you evaluate your options, design a workable ownership structure, and carry the transition through implementation.

We can support you with:

  • Ownership Education and Discovery

  • Transition Evaluation and Feasibility

  • Ownership Options and Tradeoffs

  • Governance Design 

  • Transition Financing

  • Implementation and Transaction Support

  • Legal and Tax Coordination

  • Related Transition Support (i.e. Strategic Planning, Profit Share Design)

We are a national leader in the implementation of Perpetual Purpose Trust (PPT) and Employee Ownership Trust (EOT) ownership structures.

We can also help with Charitable Ownership, ESOPs, Worker Cooperatives, and Direct Employee Ownership (e.g. management buyouts)

Explore our Services

Our Typical Path

You do not need to arrive with a chosen ownership model. We help you clarify your goals, assess what is feasible, and decide how to move forward.

Our personalized ownership transition process helps business owners like you explore and implement an ownership transition plan that perpetuates your values, honors your team, and secures your future.

We are ownership architects who design custom, mission-aligned transitions.

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    Introductory Call

    Get to know each other and discuss your company’s future.

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    Education and Discovery Work

    Understand the ownership options relevant to your goals.

  • A light bulb with yellow background, two red arrows indicating a cycle, and a dollar sign coin, representing the concept of turning ideas into money.

    Visioning and Viability Work

    Develop a tailored design and test whether it works financially and operationally.

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    Implementation

    Coordinate the work required to put your ownership plan into practice.

The best time to start your ownership journey is now. Our guided process allows you to go from start to finish while still having time to do your day job.

How we work
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What gets us up in the morning?

We have a dream of a world full of companies built to thrive for generations, with enduring ownership that never requires a sale.

These companies advance human flourishing by creating lasting value, making work rewarding, and sharing their success with their employees and stakeholders.

Learn more about us