EMPLOYEE OWNERSHIP RESOURCES

Learn directly from ILCEO experts about how employee ownership can transform your business, your employees, and your legacy. Discover stories of companies already thriving under employee ownership—and find the inspiration and tools to begin your own journey.

Business Succession Planning 101

Every business owner will eventually exit their company.

The question is, will it be on your terms?

This guide walks you through the steps of succession planning. From defining your goals to exploring transition options like ESOPs, worker-owned cooperatives, and employee ownership trusts (EOTs), this resource provides you with the knowledge to support your employees, ensure a smooth transition, and ultimately protect your legacy.

business succession planning guide

Who Should Own Your Business After You?

Employee ownership creates a culture where everyone has a stake in the company's success. When employees share in the rewards of their hard work, they are more committed, engaged, and motivated to drive the business forward. This leads to greater accountability, innovation, and job satisfaction.

When employees think and act like owners, businesses thrive. Companies with employee ownership often see lower turnover, stronger performance, and a workplace built on trust and collaboration. It's a proven model that benefits businesses, employees, and the communities they serve.

nceox initiative logo

Explore the NCEOX Initiative

Get the resources you need to make the right decision for you and your company. The National Center for Employee Ownership (NCEO) is the premier organization for education, research, best practices, and networking for those interested in ESOPs and employee ownership.

We are proud to offer a 6-month free NCEO membership through the NCEOX Initiative so you can explore the benefits of employee ownership for your company at your own pace.

When you join the National Center for Employee Ownership, you gain access to some amazing benefits to help you thrive!

Connect with

Trusted Advisors

Vrakas S.C.

Andy Kamphuis

VrakasCPAS.com

[email protected]

RSM US LLP

Anne Bushman

Rsmus.com

[email protected]

Prairie Capital Advisors

Dave Diehl

[email protected]

Wintrust ESOP Finance

Jim Swabowski

jswabowski​@wintrust​.com

J.P. Morgan ESOP Advisory Group

Regina Carls

[email protected]

AmbroseAdvisors

Marqus Piquet

[email protected]

Prairie Capital Advisors

Dave Diehl

[email protected]

The Capital ESOP Group - UBS

Nick Francia

[email protected]

Ice Miller

Kathleen Sheil Scheidt

icemiller.com

[email protected]

Levenfeld Pearlstein LLP

David P. Solomon

[email protected]

SES ESOP Strategies

Jim Steiker

[email protected]

AmbroseAdvisors

Marqus Piquet

[email protected]

Prudent Fiduciary Services

Miguel Paredes

[email protected]

SCJ Fiduciary Services

Stephen James

[email protected]

TI Trust

Brian Ippensen

[email protected]

Ventura ESOP Fiduciary Services

Neil M. Brozen [email protected]

Project {Equity}

[email protected]

m: 415-254-4898

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