Updates and Insights

In our blog, we share the latest news on emerging forms of ownership, governance and financing that help businesses maintain long-term independence when raising capital or changing ownership.

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Designing an Effective Profit Share Program

A simple framework to start you on your way to sharing the company’s success with your employees

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Where Should Your Trust Call Home?

With Perpetual Purpose Trusts, it’s not as straightforward as it may seem.

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Purpose with a Capital P

Today, everyone is talking about purpose. Here’s how we see it.

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Steward Ownership, Illustrated

If you’re a visual learner like me, these diagrams might help you make sense of steward ownership and the many forms it can take.

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How to Talk to Your Family About Steward Ownership

You’re interested in steward ownership. You have been for a while. But – you’re not sure how to tell your family. This article is for you.

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A Steward Ownership Primer for Purpose-Driven Start-Ups

It’s never too early for entrepreneurs to start laying the foundation for steward ownership.

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Compare and Contrast: Which Steward Ownership Form is Right For You?

You’ve read about each of the steward-ownership forms. Now it’s time to compare and contrast the key differences.

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Mixing it up: Establishing a Non-Profit Parent to Own a For-Profit Subsidiary

Why would an entrepreneur choose foundation ownership for their company?

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Going For Gold: How the Golden Share Model Protects Mission and Independence

By establishing different shareholder classes to divide voting rights and economic rights, and creating a single veto share, these companies have found a simple method to achieve steward ownership.