
Welcome to a Succession Plan where everyone wins.
For Canadian business owners who have been gifted the joys of great people. This is your go-to resource for all things related to employee ownership trusts in Canada. Our mission is to provide you with practical insights and guidance on navigating the changing landscape of business succession. If you're a business owner looking to transition a minority or majority of your company to your employees we could be your transition partner. Explore our articles, case studies, and expert advice to gain a deeper understanding of this exciting and innovative approach to business succession.
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Our Mission
As a group with operational expertise and patient capital, we are committed to supporting employee ownership groups and their strong values in Canada. We believe that aligning with these businesses is not only a smart investment, but also a way to promote a more equitable and sustainable economy. Let us help you achieve your goals and build a better future for your employees and your community.

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