Benefits for business advisors

As a business advisor you are always looking for tools and strategies that enhance your ability to serve your clients. We have a tool that can benefit you and your clients.

Employee ownership—where company ownership is transferred to employees for a fair price— is a proven exit strategy that has been successfully implemented by thousands of businesses across the United States. These employee-owned companies range in size from very small (10-20 employees) all the way up to Publix Super Markets at over 230,000 employees. It is an attractive option for business owners who want to ensure the continued success and legacy of their business while also providing for their employees.

By offering employee ownership as a choice, small business advisors can differentiate themselves in the marketplace and position themselves as experts, which can help them attract and retain clients.

Watch Growing your practice through employee ownership

A recorded webinar for business advisors, hosted by Project Equity in partnership with BEI, one of the leading networks of exit planning advisors.

Business advisor webinar
Play Video about Business advisor webinar

The stress of selling your business can be relieved knowing that your employees are taken care of through an employee ownership transition.


Managing Director at Stratus
Wealth Advisors

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Interested in adding employee ownership to your client offerings?

We can help you identify good candidates already within your portfolio and show you how employee ownership transitions can expand your own business capabilities.