Shifting business owners into retirement with
the funds they deserve.

Shifting ownership into the hands of hard-working employees.

Shifting small businesses seamlessly into the future.

How it works

Providing a solid succession plan for small businesses with employees in mind.

Acquire business

We buy high-quality small businesses from retiring owners.

01

Establish leadership

We match companies with qualified leaders to help guide and grow the business.

02

Distribute ownership

Enable employees to participate meaningfully in the value they create.

03

Owners

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Moving forward, made easy.

You’ve worked hard to create a successful business.
Selling it should be simple.

Easy hands-off hand off.

Sell your company quickly and reliably, so you can look forward to what’s next.

Solidify your legacy.

Employees share in the economics of the business, protecting the culture as if you never left.

Turn an ending into a beginning.

You may be moving on, but your company will forever remain rooted in your community.

Learn more about the possibilities

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Brokers

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Structured for success.

Bring your client a speedy transaction with a high certainty of close.

A process that moves.

We make a quick decision on issuing LOIs and stick to a reasonable due diligence period between LOI and closing.

Expect a smooth transaction.

We have committed financing, so we make the final
decision – no bank underwriting required.

Ensure client satisfaction.

We want you and your client to be delighted with this transaction, so we can do this together again and again.

Learn more about the possibilities

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Leaders

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Launch your next big thing.

Ownershift gives you the opportunity to lead, without starting a business from scratch.

Gear up for financial growth.

Earn a salary and performance-based compensation to be financially rewarded for the value you create.

The tools you need to succeed.

Network with other company leaders and access a wealth of resources, including leadership and management coaching.

Spread the wealth.

Have an impact on closing the wealth gap in this country by implementing a broad-based employee ownership program.

Learn more about the possibilities

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Testimonials

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Charly Doe

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Company

Leader

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Jane Doe

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Leader

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John Doe

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Company

Broker

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2 people consulting plans

About us

Forging an equitable future.

An effective way to grow wealth over time is through ownership of a business. Historically, this has not been an option for hard-working employees without assets to invest.

Ownershift is driven to create wealth-building opportunities for those hard-working employees. By transitioning companies to employee ownership and providing ongoing financial training and support, we envision a world of shared equity and growth for all.

FAQs

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Leaders

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General

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Brokers

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Owners

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Leaders

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Careers

We are driven to see employees build wealth through ownership. Join us. 

Contact us

Set the wheels in motion.

Interested in learning more? Let us know how we can help.

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