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.
Designing an Effective Profit Share Program
A simple framework to start you on your way to sharing the company’s success with your employees
Where Should Your Trust Call Home?
With Perpetual Purpose Trusts, it’s not as straightforward as it may seem.
Perpetual Trusts for Sharing vs. Shielding Wealth
The Pandora Papers are stirring up concerns around perpetual trusts. But not all trusts are set up for the purpose of shielding personal wealth.
An Interview with Aner Ben-Ami of Candide Group
Meet Aner Ben-Ami, an investor who you’ll often find at the table when a company transitions to steward ownership.
Memo to Investors: Key Notes and Considerations for Investing in Steward Owned Enterprises
If you are an active investor in the private markets, and curious about steward ownership, then this memo is for you.
The Perfect Fit: Designing the Ideal Governance Structure for Your Company
You’ve probably heard the saying “culture eats strategy for breakfast.” The same can be said for governance.
Profile of a Partial Trust Conversion: Riverford Organic Farmers
Founder Guy Singh-Watson’s journey to find the next owner of his company led him to the “best custodians of the business” – his employees.
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.
An Interview with Matt Kreutz of Firebrand Artisan Breads
Meet Matt Kreutz - baker, entrepreneur, activist and steward ownership trailblazer.
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.
Employee Ownership: Cash Now or Cash later?
Why might business owners prioritize profit sharing over employee stock plans?
A Steward Ownership Primer for Purpose-Driven Start-Ups
It’s never too early for entrepreneurs to start laying the foundation for steward ownership.
Why Climate Activists Should Talk More About Ownership and Finance
We can’t fix climate change until we fix shareholder primacy.
2020 Exit Interviews
Get to know our team as they share some parting thoughts as 2020 (thankfully) comes to a close.
Five Bipartisan Policies to Expand Worker & Stakeholder Ownership
Hey, President Biden – want to improve the lives of workers and build broader prosperity for stakeholders? We have ideas.
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.
Mixing it up: Establishing a Non-Profit Parent to Own a For-Profit Subsidiary
Why would an entrepreneur choose foundation ownership for their company?
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.
The Power of Ownership Part 2 - Four Companies We’d Love to See Convert to Steward Ownership
Each of the four businesses on our wish list is special. They all have powerful brand recognition, loyal customers, and a clear focus on their purpose and mission. They each, in their own way, represent a set of ideals and aspirations to make our world a better place.
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