Employee Ownership Succession: The “Best Kept Secret” Exit Strategy


Summit Expert Insights Broadcast: The “Best Kept Secret” Exit Strategy

Employee ownership succession may not be a well-known option for business owners or for the professionals who support business owners. People like you: commercial brokers, CFPs, CEP’s, exit planners, financial advisors, etc. But the secret is out. More and more business owners are realizing the opportunity to retain their legacy, support their employees, and preserve the communities where they’ve grown their companies.

In this webinar, we will provide an overview of why selling to employees is a viable exit strategy for your clients. We will look at the myths around EO and how to dispel them. We will also explain how Project Equity provides technical assistance and training to make this model work for your clients and their employees. We invite you to explore our Exit Planning Summit presentation in September for more information, including a deeper dive into everything we can do together to provide a lasting legacy for your clients.

Learning Objectives:

  • Identify if employee ownership exit option is viable for specific businesses
  • Contrast industry myths from industry facts surrounding employee ownership
  • Address common roadblocks and objections related to employee ownership option vetting
  • Identify how Project Equity partners with advisory firms to guide owners/businesses through the process


About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2018 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2018 Exit Planning Summit

Meet the Presenter

Alison Lingane

Alison Lingane

Co-Founder of Project Equity

Contact Alison

Alison Lingane is the co-founder of Project Equity, a nonprofit that supports businesses to transition to employee ownership as a succession strategy for exiting business owners. Alison co-founded Project Equity after decades of senior leadership roles in mission-driven companies.

She has her B.A. from Harvard University and her MBA from the Haas School of Business at UC Berkeley. Project Equity works with business owners to assess their company’s fit with this approach, then advise on and support the sale of the business. Once an employee ownership transition is complete, we help the team successfully operationalize a transition to employee ownership and develop an effective ownership culture.

Connect with the Presenter: Project Equity | Website: www.Project-Equity.org | Email: info@project-equity.org | Phone: (415) 723-0843

About Project Equity: Project Equity is one of the nation’s leading experts in employee ownership succession planning. As a nonprofit, we partner with selling owners’ advisors to support business owners to assess this less well-known—yet often highly viable—exit option. When an employee ownership transition is the right fit, we quarterback all of the steps of the process, and provide support to the owner and the new employee-owners to ensure a successful transition.

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