You’re in the Driver’s Seat … We’ll Help You Navigate

ESOPs are like snowflakes, no two are exactly alike. That’s why we tailor our services to your ESOP, your in-house capabilities, your organization’s style and your unique ownership culture.

How our process works

Let's talk

Employee ownership success is not about one size fits all. We always start with a conversation about your needs (no charge). Schedule a time to talk.

Implement a tailored approach

We will help you select from our many field-tested approaches to get a personalized solution for your company.

You choose the next step

We define a scope of work and budget and stay inside that unless you choose otherwise. It’s your choice whether you want or need our ongoing consulting.

Advice from the ESOP experts

“ESOPs are complex and often confusing. Our customized ownership communication and training services ensure that your employee owners get accurate, understandable information.”
— Jim Bado

“There are many starting places for building an ownership culture. We work with the full spectrum of ESOPs: from established award-winning companies to those just getting started.”
— Cathy Ivancic

Strengthen your ownership culture – schedule a call today.