Every day, Project Equity helps business owners transition to employee ownership

Flexible, end-to-end transition services for businesses

We provide comprehensive transition services for partial or full employee ownership (EO). Our services include exploring EO options for your needs, evaluating feasibility, executing custom transition plans, securing capital, and preparing employees for successful ownership.

Our flexible, full-service approach includes expert guidance every step of the way. As a nonprofit organization with more than a decade of experience, we offer unparalleled, unbiased professional counsel and a sliding scale fee structure determined by business size.

Our proven four-step process has helped dozens of small- and medium-sized private businesses transition to thriving employee-owned organizations.

Learn more about each of our services

Pathway to employee ownership
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Consultation

Are you curious about how employee ownership can help you meet your goals and about the different types?

Schedule a consultation

Feasibility & Readiness

Is your business a good fit for employee ownership? If so, what type works best? What is a feasible sale price and timeline?

Transition

What structure works best for your business? What role do you want? How can Project Equity support management transitions?

Closing the Sale

How will the sale be financed? And how can Project Equity help bring capital to the transaction?

Thrive Program

How will Project Equity support the business and its new employee-owners?

Why partner with Project Equity?

Employee ownership expertise you can trust

Whether you’re exploring an ESOP, cooperative, or EOT, our experienced team will guide you throughout your EO journey.

A proven record of successful transitions

Since 2017, we’ve helped over 100 business owners preserve what they’ve built—completing 30+ successful transitions.

A flexible approach built around your needs

We offer start-to-finish support that’s tailored to your timeline, your goals, and your team.

Cost-effective capital for your transition

We help you access the financing needed to complete your sale.

“I hate to say the word ‘easy,’ but it truly did feel like an easy process because of the amount of guidance and wisdom Project Equity so freely offered at every meeting. We never felt like we had to worry or think about anything, because we knew we could always just ask, and we were able to trust the information that was given to us.”

Krystal Thompson

Senior Software Solutions Advisor, Advisors for Change
Read their story

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