Webinar: Worker Transitions vs. Roll-ups
Succession planning is an urgent need among an increasing number of businesses, especially as baby boomers near retirement age. Because purchasing cooperatives are an important part of helping their independent business members stay independent, competitive and rooted in their communities, the National Cooperative Business Association (NCBA CLUSA) has partnered with Project Equity to better understand the succession challenges of purchasing cooperative member companies, and to assess how employee ownership transitions can help keep these companies independent over the long term.
This webinar will help business owners compare selling a business to the employees versus selling via a private equity roll-up. In this webinar, attendees will:
- Learn the mechanics of employee-owner transition
- Examine best practices for setting your employees up for success
- Explore case studies of why the roll-up route is not good for the employees or long-term success of the community
- Understand the context and perspective of purchasing cooperative member businesses
- Have an opportunity for extensive Q&A
Presented by Castle Wealth Advisors and Project Equity, and joined by the CEO of BLUE HAWK Purchasing Cooperative, Lance Rantala.
View our webinars
Employee Ownership: How it Works
recorded March, 2020
Attract and retain the best talent with employee ownership
recorded June 26, 2019
Sell Your Business with Employee Ownership
recorded June 18, 2019
Participatory Management
recorded July 2018
Worker Transitions vs. Roll-ups
recorded August 2017
Impact Investing in Worker Cooperatives, How to get involved
recorded April 2017
Succession Planning: How to Engage Purchasing Coop Members in Their Future
recorded March 2017
Succession Planning for Purchasing Coops and their Members
recorded December 2016
Creative Sources of Capital for your Cooperative
recorded September 2016
The Lending Opportunity of a Generation: Investing in businesses converting to worker ownership
recorded March 2016
The Cooperative Growth Ecosystem
recorded January 2016
Why Worker Coop Conversions and Ownership Make Sense Now
recorded October 2015
Succession Planning, Opportunities and Benefits of Employee Ownership
recorded August 2015
Scaling the Development of Worker-Owned Cooperatives
recorded July 2015
Converting Businesses to Worker Cooperatives
recorded April 2015
Blueprint for Increasing Worker Ownership in Low Income Communities
recorded March 2015
Just released!
New studies in regions across the U.S., including Washington State, Berkeley and Long Beach, CA show millions of businesses at risk and point to employee ownership as a solution.
Free consultation
for businesses interested in employee ownership.
