Webinar: Employee Ownership: A Business Succession and Retention Strategy

You’ve built something special. A business that supports families, strengthens your community, and reflects years of hard work. And at some point, every owner asks the same question: “What happens when I’m ready for the next chapter?” Here’s the good news: you don’t have to choose between preserving your legacy and unlocking your financial reward. Employee ownership allows you to sell when you’re ready —while keeping the heart of your company right where it belongs. At WICEO, we work side-by-side with owners to explore the right transition plan. We focus on your goals: ✔ Fair value for the business ✔ A smooth transition of leadership ✔ A thriving company long after your departure ✔ And possibly… fewer sleepless nights staring at spreadsheets. Three Proven Paths to Employee Ownership Employee ownership isn’t new—it’s a tried-and-true model that has helped thousands of businesses succeed for decades. But there isn’t just one way to do it. There are three major models widely used across the U.S.: Employee Stock Ownership Plans (ESOPs) Worker-Owned Cooperatives Employee Ownership Trusts (EOTs) Each model offers unique benefits, tax advantages, and structures. Your ideal option depends on the size of your company, your financial goals, and how you want employees to participate in decision-making.




