Home » Events and Webinars » Webinar: Worker Transitions vs. Roll-ups

Webinar: Worker Transitions vs. Roll-ups

Recorded August 3, 2017

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.



Just released!

New studies in regions across the U.S., including Washington StateBerkeley 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.

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