We believe that aligned ownership is the foundation of a great, enduring company.

Specifically, we specialize in alternative ownership structures such as Perpetual Purpose Trusts, Employee Centered Trusts (AKA Employee Ownership Trusts), Direct Employee Ownership, Worker Cooperatives, and Employee Stock Ownership Programs (ESOPs). 

While some companies come to us with no clear plan, others, like Natural Investments (pictured above), come to us with a very specific goal in mind. In their case, they wanted a succession plan that enabled us to exit the owners while maintaining company autonomy and culture, enabling democratically-elected stewardship, supporting diverse racial and gender leadership, and implementing profit-sharing, all while not burdening stakeholders with debt as they oversee the strategic direction of the company. We successfully helped them design and implement a structure that achieved all of these goals.