Our holistic approach helps companies focus on their individual ownership goals.
We believe developing and implementing a systematic ownership transition plan for privately-owned companies seeking to remain independently owned is of the highest importance. Our consulting team is dedicated to analyzing the alignment of ownership plans and compensation strategies for the next generation of employees.
We provide vast experience guiding companies through the myriad of confusing, and often conflicting, issues associated with ownership transition planning. In even the most complex situations, we design effective plans best suited for your needs. We commence our work by helping you clearly articulate an ownership philosophy statement that serves as the foundation around which effective transition plans are developed. Our analysis considers the unification of employee commitment to ownership goals while exploring the ability of existing strategies to meet those goals over the long run.
Our approach includes comprehensive analyses at both the company and shareholder level, including:
From the Experts
“We have been fortunate to work with many amazing companies over the years, with each interaction providing us a unique opportunity to share our ideas and learn from the incredible insights of different management teams. Our collaborative approach allows us to utilize learnings across projects, benefiting both our clients and business partners.”
Chris Staloch, Managing Director