ATTAIN YOUR EXIT GOALS

with employee ownership

Retain equity

Receive market value for what you have built, and potentially gain significant tax savings.

Preserve your legacy

Selling your business to your employees can help you leave a lasting legacy.

Save jobs

Provide opportunity for the people who have worked alongside you to build your business.

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Why is employee ownership a great option?

More than 25,000 businesses in Arizona are over 20 years old. Since many of these business owners are baby boomers, they are already starting to retire, and the need to prepare for succession is critical. Employee ownership can help owners exit their business while providing them liquidity, preserving their business legacy, and rewarding and retaining good employees.

Employee ownership is a solution for owners that keeps businesses rooted in our local economy and community.

An extraordinary number of businesses are struggling through difficult times post-COVID-19. Rather than close, employee ownership transitions allow owners to keep their businesses open by selling to their employees, sharing both the responsibilities as well as profits. Considering Arizona communities are experiencing higher unemployment rates (245,000 claims as of May 2020), now more than ever, keeping local jobs and businesses open and thriving is imperative to rebuilding our communities.

Business owners may face a challenge as they approach retirement

As you explore your succession options, it’s important to examine all of your choices. While selling your business on the market might seem like the best choice, did you know that the vast majority of businesses put on the market don’t sell?

Rather than run the risk of closing down, consider selling your business to the people who know it best—your employees.

The myths and the reality

Myths: Like many business owners, you may doubt that your employees can run your company, that they will want to buy it, or that they have the money to buy it. These are some of the myths that we can help you overcome.

Reality: The truth is that many business owners are already enjoying the benefits of employee ownership as a succession plan that allows them to keep their legacy intact while retiring comfortably.