We help business owners sell to their employees and community.

From first impression to financing, we help business owners execute a competitive exit plan that sets the company up for success without compromising values.

We help business owners exit to their employees and community.

From first impression to financing, we help business owners execute a competitive exit plan that sets the company up for success without compromising values.

We’ve helped dozens of companies exit with pride.

We’ve helped dozens of companies exit with pride.

How you exit matters.
We can help you do it right.

Our model allows you to:

  • Get a competitive, tax advantaged sale
  • Set your company up for long-term success
  • Ensure your people, mission and values are protected long-term
  • Incentivize next generation leadership
  • Maintain flexibility for growth and change
  • Exit over time, while staying involved
How it works

A simple process for selling a company to the people who care most.

We help owners design and execute a sale to a customized trust that is run by key stakeholders and experts, while getting cash out on day one. This method is much cheaper than an ESOP and offers competitive sale pricing, tax advantages, long-term upside and perks for management.

The process

Full-service Exit Planning with Trusted Advisors.

(not an army of lawyers)

Feasibility

We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.

Design

We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.

Financing

We put together a customized financing package to fund the conversion with affordable, aligned capital.

Support

We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.

Exit with Purpose

One of our experienced advisors can quickly answer all your questions and help see if our model makes sense for your business.

The process

Full-service Exit Planning with Trusted Advisors.

Step 1: Feasibility

We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.

Step 2: Exit Design

We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.

Step 3: Financing

We put together a customized financing package to fund the conversion with affordable, aligned capital.

Step 4: Support

We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.

Testimonials

What other owners are saying

“Common Trust Helped us create a structure that locks in our values for the long-term. For us, it was important to make sure that our unique view on hiring and profit sharing was protected no matter who was running the company in the future or who invested. This transition allowed us to do all that.”

Matt Kreutz

Founder / CEO

“We’re in an industry that takes workers for granted. We know that by including workers and growers in the success of the company, we’re building something together in a long-term commitment that everyone feels day-to-day. Once we learned about the trust model, we knew it was the right fit for us, and Common Trust was the right partner to help us execute it.”

Brandon Dunn

CEO

Common Trust’s model is exactly what we needed to fill a critical gap in ensuring our company’s future. I was looking for an ownership structure that would allow us to remain independent, continue operating in the interests of all of our stakeholders, adhere to our fundamental values and purposes, and preserve the many distinctive practices that support our mission.”

Steve Piersanti

Founder

Want to learn more?

Get a free digital copy of our book on exiting to employees through employee ownership trusts. This book covers the basics of our model and goes deep into comparisons with ESOPs and other options.

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