The Lending Opportunity of a Generation

FAQs and Case Studies for Investing in Businesses Converting to Worker Ownership

Learn about the $10 trillion lending market that will be created by the ownership changeover of private enterprises as baby boomer business owners retire. The opportunity for lenders and other capital providers to participate in these sales transactions is expected to grow significantly over the next 5-20 years to encompass hundreds of thousands of small and mid-market businesses.

This publication, jointly authored by Cooperative Fund of New England, Project Equity, and Democracy at Work Institute, answers Frequently Asked Questions about lending to worker coops that we often hear from lenders. We wanted to publish a “primer” to help educate lenders not only about the opportunity, but also to share some background about structuring deals from lenders with experience with worker coop conversions.

Included are five case studies of worker coop conversion financing.

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Download The Lending Opportunity of a Generation
Businesses owned by baby boomers

New updates!

Now including the impacts of COVID-19, our latest study across the United States indicates millions of businesses are at risk of closing and point to employee ownership as a solution.

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