Consulting

How we can support you

• Exploring ownership
  We facilitate workshops and conversations between founders, teams, and investors to help envision how steward-ownership may apply to your business.

• Steward-ownership assessment
  We work directly with founders, leaders, and teams to understand the current state of the business and its future goals. Together we identify what next step is a good fit for the company based on the needs of the business and key stakeholders.

• Ownership design
  Together we explore different legal solutions and support you in designing a legal and governance structure that reflects your company’s mission, values, culture, and strategy.

• Aligned financing
  Whether you are looking for growth capital or need financing to recapitalize your company as part of a transition to steward-ownership, we help your team develop steward-ownership aligned financing structures. We work with you to forecast and model scenarios to define business needs and assess aligned financing options.

• Legal execution
  In collaboration with our network of lawyers and tax advisors, we support you in executing the ownership conversion to ensure the structure is properly implemented.

• Stakeholder engagement
  We engage with employees, investors, and key stakeholders to ensure your transition to steward-ownership is understood across your organization.

• Facilitation & coaching
  Throughout our engagement, we provide coaching to founders, executives, and current shareholders as well as facilitate conversations among stakeholders to help you navigate the fundamental questions that often arise during an ownership transition process.