Former Client: Local Ocean Seafoods
About US
We believe that aligned ownership is the foundation of a great, enduring company.
Former Client: natural investments
Unfortunately, it's far too common for great independent businesses to have no clear ownership succession plan.
In many cases, if the founder/owner were hit by the proverbial bus tomorrow, the company's mission, culture, and very existence could be in jeopardy.
We get it!
Stronghold Ownership exists to help founders and business owners navigate the confusing and challenging road of trying to figure out the right values-aligned succession strategy for their company, while also achieving their own personal financial and lifestyle goals.
Specifically, we specialize in alternative ownership structures such as Perpetual Purpose Trusts, Employee-Benefit Trusts, Direct Employee Ownership, Worker Cooperatives, and Employee Stock Ownership Programs (ESOPs).
Meet the Team
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Peter Koehler
FOUNDER & PARTNER
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Keeley Tillotson
FOUNDER & PARTNER
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Natalie-Reitman-White
INDUSTRY PARTNER
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Alex Martinez
INDUSTRY PARTNER
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Eloise Grout Koehler
CONSULTANT
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Jeremy Weinman
CONSULTANT
Why the Name Stronghold?
The name “Stronghold” is inspired by the book Stronghold: One Man's Quest to Save the World's Wild Salmon by Tucker Malarkey.
The book’s protagonist is Guido Rahr, who is the president/CEO of The Wild Salmon Center, which has been a leader in the development and implementation of “the stronghold strategy.”
We think of our clients as “Stronghold Companies” and see great parallels between the stronghold strategy in salmon conservation and our work in business ownership design.