Reward the team that helped you build your success
At this step, we work with you to design the details of the employee ownership structure, define the selling owner’s role and plan and support any management transitions. Next, we support negotiations to determine the terms of the sale and help identify financing sources. Throughout, we engage, train and support managers and employees.
Working with legal advisers, we help you finalize the deal terms and sale documents and then facilitate the closing of all financing sources. In addition, we engage and support leaders and employees in the immediate post-transaction steps and any new governance or onboarding processes.
Throughout, we are partners in your success. We implement training and support to ensure both the business and its future employee-owners are prepared for employee ownership and any governance changes.