Webinar: Worker Transitions vs. Roll-ups
Succession planning is an urgent need among an increasing number of businesses, especially as baby boomers near retirement age. Because purchasing cooperatives are an important part of helping their independent business members stay independent, competitive and rooted in their communities, the National Cooperative Business Association (NCBA CLUSA) has partnered with Project Equity to better understand the succession challenges of purchasing cooperative member companies, and to assess how employee ownership transitions can help keep these companies independent over the long term.
This webinar will help business owners compare selling a business to the employees versus selling via a private equity roll-up. In this webinar, attendees will:
- Learn the mechanics of employee-owner transition
- Examine best practices for setting your employees up for success
- Explore case studies of why the roll-up route is not good for the employees or long-term success of the community
- Understand the context and perspective of purchasing cooperative member businesses
- Have an opportunity for extensive Q&A
Presented by Castle Wealth Advisors and Project Equity, and joined by the CEO of BLUE HAWK Purchasing Cooperative, Lance Rantala.
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Worker Owned 101: A Smart Option for Your Business Legacy (Santa Clara)
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Worker Owned 101: A Smart Option for Your Business Legacy
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Employee Ownership Strategy: Unlocking the benefits for you and your employees
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Employee ownership keeps our local businesses thriving
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Rebuilding with resiliency and equity through Employee Ownership
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Employee Ownership 101
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Reenvisioning Retail: The Future of Retail (Hosted by Lives Empowered) July 24, 2020
Employee ownership: A business succession strategy in challenging times
June 9, 2020
Increasing Equity in a Post-Pandemic Economy: The Potential for Growing Worker Ownership (Hosted by The Aspen Institute)
May 19, 2020
Employee ownership: How it works
March 2020
Attract and retain the best talent with employee ownership
June 26, 2019
Sell your business with employee ownership
June 18, 2019
Participatory Management
July 2018
New updates!
Our latest study across the United States indicates millions of businesses are at risk of closing and point to employee ownership as a solution.
