History of your legal structure – ESOPs/Cooperatives
Why your company became EO
The Mechanisms of EO
How to Understand the EO Financial Document
How Employees Profit when the Company does well
Understanding the Business
Understanding Financial Information
“Owning” the Strategic Plan
“Owning” the Budget
How Employee Behavior effects the bottom line
Who is the Competition and how do we Compete?
Share the Origin Story – What motivated the founders to start the company?
Clarify the day to day meaning of Ownership
Enhance the sense of rights & responsibilities as well as the risks & rewards of ownership
Measure Progress using the NCEO Ownership Culture Survey (Click here)
Supervisor Training in Leadership Styles
Group Problem Solving Strategies
Holding Effective Meetings
Structures for Employee Involvement & Participation
Frontiers and Boundaries:
Managing Ownership Expectations
Gain-sharing and profit-sharing
Performance based Bonus Plans
Other Stock Based Compensation
Building Workplace Democracy: The Employee Equity Loan Act
– Law and Democracy Lecture 1 – October 12, 2018 (53 min 26 sec)
Ownership Associates is a private consulting firm located in Cambridge, Massachusetts that serves as a strategic adviser to both sellers and employee groups interested in employee ownership. Our expertise includes ESOPs (Employee Stock Ownership Plans), cooperatives and stock options.
Our consulting services include transaction design, corporate governance and extensive “after the transaction” services including organizational assessment, training on topics related to employee ownership and tools for participative decision-making.
Ownership Associates works with companies to introduce decision making structures that promote employee participation while preserving essential elements of company culture as founding owners exit from ownership.
Contact us at (617) 868-4600 or email us firstname.lastname@example.org to find how we can help.