Your Custom Employee Ownership Roadmap
Strategically driving long-term company performance.
Our Services
We provide employee-owned companies with a range of business consulting and executive leadership services. Our commitment starts with our Employee Ownership Roadmap, a comprehensive approach to equipping employee-owned companies with the essential tools to accelerate the success of their Employee Stock Ownership Plan (“ESOP”) .
Our approach facilitates the implementation of employee ownership plans aligned towards fostering long-term company performance. We partner with your leadership team and provide the technical experience and additional leadership capacity to execute your plans.
Your ESOP Roadmap
Our roadmap focuses on building the following functions across your organization.
Achieving strategic growth and effectively managing your ESOP requires good governance. We specialize in assisting your board in enhancing its performance and fulfilling fiduciary responsibilities through a comprehensive approach that includes:
Customized Training Tools: We design tailored training resources for your board members, cultivating a culture of continuous improvement and driving heightened board effectiveness.
Strategic Planning Process: We implement a strategic planning process for both the board and senior leadership, ensuring alignment with organizational goals and a cohesive approach to decision-making.
Meeting Templates and Processes: Collaborating with your leadership team, we create meeting templates, reports, and processes specifically tailored to enhance the value generated during board meetings while aligning with fiduciary responsibilities.
Organizational Structure Assessment: We assess your organizational structure, and identify training and coaching needed throughout your leadership team to ensure accountability.
Annual Assessment Program: We institute an annual assessment program for both the board and C-Suite, linked to your strategic goals. This program serves as a valuable tool for ongoing improvement and performance evaluation of your corporate governance.
Governance & Organizational Planning
Employee Engagement & Inclusion
Our goal is to help your company realize the benefits of employee ownership by implementing best practices in employee education and engagement. We tailor our work to the unique needs of your workforce. Our work includes:
Customized Education Tools: We develop personalized educational resources designed to enhance your employees' understanding of their ownership plan, fostering a sense of empowerment and encouraging widespread employee engagement.
Strategic Collaboration with HR: Working closely with your Human Resources team, we assess and refine existing processes, infusing them with an ownership-oriented mindset. This collaborative approach ensures that your organizational structures are optimized to align with an ownership mindset.
Data Tracking Systems: We introduce data tracking systems that offer valuable insights into employee engagement. These systems gauge the effectiveness of your Employee Stock Ownership Plan (ESOP) and also evaluate its impact on overall company performance. This data-driven approach allows for informed decision-making and continuous improvement.
Financial Performance Management
At the core of embracing an employee ownership mindset is ingraining financial literacy throughout your organization. Leveraging our expertise in financial advisory and performance management, we collaborate with your team to enhance financial performance through:
Leadership Training Modules: We craft comprehensive leadership training modules, on how operational performance drives a company's valuation. This empowers your leadership team with the insights necessary to drive financial success.
Key Performance Indicators (“KPIs”) Development: Working closely with your leadership, we assist in formulating KPIs that are not only meaningful but also shareable across your entire organization. These KPIs ensure alignment and foster a unified approach to achieving financial goals.
Financial and Regulatory Training: As your ESOP matures, we implement targeted executive training covering the essential financial and regulatory obligations specific to your ESOP. This ensures that your team is well-equipped to navigate the complexities associated with an evolving employee ownership plan.
ESOP Performance Dashboard
At the heart of our work is enhancing performance by driving accountability.
Data collection: Throughout our process we gather data that provides insights into the well-being of your company's employee engagement, governance practices, and financial performance. This data is then analyzed in relation to its alignment with shareholder value.
ESOP Dashboard: The implementation of your ESOP dashboard elevates communication and efficacy with essential stakeholders. This includes key advisors such as trustees, administrators, board members, valuation advisors, and lenders. The dashboard serves as a comprehensive tool for enhancing transparency and facilitating informed decision-making.
Fractional COO / CFO Executive Services
We offer valuable support to your team by providing fractional Chief Operating Officer (COO) or Chief Financial Officer (CFO) services, specializing in the development of streamlined financial, human resources, and operational processes for your business.
Cost Effective: Our fractional executive services are a cost-effective way to access senior-level operations and financial leadership, allowing you to benefit from seasoned expertise without the full-time commitment.
Leadership Team: As part of your leadership team, we work in tandem to design and implement strategic plans that bolster revenue growth, profitability and the principles of employee ownership.
Advisor: Our role extends to serving as a pivotal advisor to the board of directors and CEO, actively identifying risks, pinpointing inefficiencies, and presenting effective solutions to enhance overall productivity within the organization..
Learn how to accelerate the success of your ESOP.
“Employee ownership has the proven potential to supercharge your company’s growth and productivity .”
— Haydee Caldero, Project Ownership