Exiting to Employees Using Trusts

Get a competitive exit valuation

Reward loyal employees

Maintain company culture and values

Create a lasting ownership structure

Benefits

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Benefit 1

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Benefit

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Benefit

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Benefit

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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

How it works

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Book a call

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Initial feasibility process

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Financing

Support

Your Business Deserves a Future Rooted in Purpose.

After years of building your business, let’s craft an EO transition plan that reflects your vision, supports your employees, and safeguards your values.

Book a Free Advisory Session

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“When you make the key decision that you want to ensure the purpose of your company for the long haul, it's imperative to have a financial partner you can trust. Zoe & Derek and the entire Common Trust team are that kind of partner.

It's not just having their financial backing that was the most beneficial, it was the care and genuine concern along the way that we appreciated the most. They are people you want to continue to associate and stay connected with forever.

With many financial transactions you get the sense that the financier is in control and dictating the way it will be done, not so with Common Trust. They jump in the trenches with you and help dig. They seek to understand your purpose and help you protect it and position it for long term sustainability. They are willing to be flexible and creative while still ensuring financial responsible outcomes in the end. How refreshing from a financial partner!

We trust and value them as partners and look forward to many years working together creating deals that are truly win-win for all parties involved.”

Kevin Clegg

Founder of Clegg Auto
& A More Stewardship Trust

Frequently Asked Questions

How do I know if this service is right for my business?

If you're considering an employee ownership transition and want a partner who understands both the technical and human elements, we're here to help. Our expertise particularly benefits companies with 50-250 employees looking to preserve their culture while creating lasting value.

How long does the process take?

Our initial engagement takes between 8-10 weeks and includes a comprehensive feasibility study, preliminary valuation assessment, and strategic roadmap development. This gives you clarity on your employee ownership options without a long-term commitment.

What makes Common Trust different from other exit planning services?

We specialize exclusively in employee ownership transitions, bringing deep expertise in both technical execution and cultural preservation. Our track record includes successful transitions for technology, consumer goods, and sustainable business sectors.

What if I'm not ready to sell my business yet?

Starting the conversation early helps you make informed decisions. We can help you understand your options and prepare your business for a future transition, even if it's years away.

How do you ensure my legacy and values are preserved during the transition?

We integrate your values and vision into every step of the transition process, from governance structure to employee communication. Our approach ensures your company's culture and mission continue to thrive under employee ownership.

Still have questions?

We're here to help! Book a free advisory call below.

Your Business Deserves a Future Rooted in Purpose.

After years of building your business, let’s craft an EO transition plan that reflects your vision, supports your employees, and safeguards your values.

Book a Free Advisory Session

Your Business Deserves a Future Rooted in Purpose.

After years of building your business, let’s craft an EO transition plan that reflects your vision, supports your employees, and safeguards your values.

Book a Free Advisory Session

Your call includes

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You can keep adding these

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Get a competitive exit valuation

Reward loyal employees

Maintain company culture and values

Create a lasting ownership structure

Sequential features (light)

Present sequential content, such as steps in a process.

This has a maximum of four steps, but can be amended to support extra steps if need be.

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Initial feasibility process

Design process

Financing

Support

Sequential features (dark)

Present sequential content, such as steps in a process.

This has a maximum of four steps, but can be amended to support extra steps if need be.

Button

Initial feasibility process

Design process

Financing

Support

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Get a competitive, tax advantaged sale

Bullet point section (dark)

Present issues or benefits in a bulleted list.

This can be used as a standalone section, or as an introductory block to a longer, rich text section. It's easiest to edit these bullets in the designer, as the editor can be unpredictable.

Get a competitive, tax advantaged sale

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FAQs

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Still have questions?

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Contact

Frequently Asked Questions

How do I know if this service is right for my business?

How long does the process take?

What makes Common Trust different from other exit planning services?

What if I'm not ready to sell my business yet?

Starting the conversation early helps you make informed decisions. We can help you understand your options and prepare your business for a future transition, even if it's years away.

How do you ensure my legacy and values are preserved during the transition?

Still have questions?

We're here to help! Book a free advisory call below.