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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.

Why is employee ownership a great option?

Nearly 50% of California small business owners are baby boomers. These long-term business owners are already starting to retire, and the need to prepare for succession is critical.

The city of Santa Clara is taking a proactive look at this issue and has partnered with Project Equity to assist businesses with succession options including employee ownership transitions.

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 California 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.

Meet Ren

“Becoming an owner has allowed me to have purposeful and transformative growth and enrichment. We are building a community for the long run.”

Ren Boguiren

Employee-owner, A Slice of New York

Industries we’ve served

Construction

Research & Education

The Perfect Buyer

The perfect buyer for your company may be the ones you work with every day—your employees.

Impact of Legacy Businesses

In the press

Santa Clara Launches Initiative with Project Equity

City of Santa Clara leaders

“Small, locally owned businesses are essential to Santa Clara’s economy and community vitality. Now, more than ever, solutions are needed that create economic resiliency for workers and local economies.”

Lisa M. Gillmor

Mayor, City of Santa Clara

 “The twin small business crises of COVID-19 and the retirement of baby boomer owners are critical to address. Employee ownership offers a solution that is a win-win-win for business owners, workers and our community.”

Deanna Santana

City Manager, City of Santa Clara

Employee Ownership options

How it works

Understand the steps to transition your business

Learn from others

See how others transitioned and how the financing worked

How Project Equity can help

Schedule a free consultation


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