Skip to content

FREE CONSULTATION
NEWSLETTER SIGNUP
DONATE

Learn
Services
Impact
News
Events
About

Learn
Services
Impact
News
Events
About

Business advisors archives

Home / All results for: Business advisors

Employee Ownership Trusts: A Growing Path for Business Transition

Employee Ownership Trusts: A Growing Path for Business Transition

Conscious Wealth Investing

Employee Ownership Month

Celebrate Employee Ownership Month with Project Equity

October is employee ownership month. We will be amplifying the ...

Harnessing the power of employee ownership

The data is in: How employee ownership increases job quality and business resilience

From wages to retention, our 2024 IMM data shows how ...

Montgomery County Employee Ownership Roundtable employee-owner panel

Inside an ESOP: how employee ownership transforms a business

Learn how employee ownership transforms businesses from workers to owners ...

Manufacturers pursue employee ownership programs as competitive edge

Manufacturers pursue employee ownership programs as competitive edge

Manufacturing Dive

Three people talking

The growing relevance of—and demand for—advisors who understand employee ownership

Advisors with employee ownership expertise can better serve clients, grow ...

AFC staff

Professional services

Advisors for Change boosts business by giving workers a stake in the future

AFC deeply engaged its employees and grew its revenue by ...

Announcement: EPI CEPA CE credit now available for Project Equity’s EO Advantage learning

Announcement: EPI CEPA CE credit now available for Project Equity’s EO Advantage learning

Project Equity’s EO Advantage courses are now CEPA-accredited, giving advisors ...

From Silver Tsunami to Smart Transitions: How CPAs Can Turn Retirements into Revenue

From Silver Tsunami to Smart Transitions: How CPAs Can Turn Retirements into Revenue

MYCPE ONE

A New Take On Shareholder Primacy

A New Take On Shareholder Primacy

Forbes

Unlocking the power of employee ownership in Montgomery County

Project Equity convened more than 40 leaders from across Montgomery ...

Delta Pipeline

When is a business a good fit for an ESOP transition?

Thinking about an ESOP transition? Discover 9 signs a business ...

Didn’t find what you were looking for?

Search the site

Search

Search

Get the latest news from Project Equity in your inbox

Sign up for the newsletter

Learn

Ownership stories
Succession planning
Types of employee ownership
Benefits of employee ownership
Employee ownership & business advisors
Financing options
Ownership culture
FAQ

Services

Transitioning to employee ownership

Impact

Why this work matters
Our approach
Small business closure crisis
Regional initiatives
Publications
Public policy
Capital
Annual reports

About

What we do
Mission, vision, values
Board and advisors
Meet the team
Partners & supporters
Champions network
Join our team
Contact us

News

Project Equity in the news
Employee Ownership Insider blog
Press releases
Media inquiries

EVENTS & WEBINARS

Ready to take the next step?

Schedule a consultation

Privacy policy
Terms & conditions

X-twitter Facebook Linkedin Instagram Youtube

© 2025 Project Equity
Headquartered in Oakland, CA with team members throughout the U.S.
Project Equity is a U.S. tax-exempt 501(c)3 nonprofit organization (EIN: 86-2938689).

Manage Cookie Preferences

To provide the best experience, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.

Accept Functional Cookies Accept Functional Cookies Always active

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.

Preferences Preferences

The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.

Statistics Statistics

The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.

Marketing Marketing

The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Manage options Manage services Manage {vendor_count} vendors Read more about these purposes

View preferences

{title} {title} {title}

Search

Search

Search

Learn
Services
Impact
News
Events
About

Learn
Services
Impact
News
Events
About

Free consultation
DONATE
Newsletter Sign up