Strategic Adviser
Ownership Associates serves as a strategic adviser to both sellers and employee groups interested in employee ownership.
Expertise
Our expertise includes ESOPs(Employee Stock Ownership Plans), Cooperatives and Broad-Based Stock Options.
Services
We provide governance, training & organizational development services designed for employee owned firms.
Strategic Partner
Ownership Associates works in partnership with American Working Capital, LLC, a merchant bank based in Chicago and New York.
Services Overview
OWNERSHIP EDUCATION AND TRAINING
1. Ownership Facts
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
2. Ownership Skills
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?
3. Ownership Values
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)
Organizational Development
4. Participation Skills
Supervisor Training in Leadership Styles
Communication Skills
Group Problem Solving Strategies
Holding Effective Meetings
5. Organizational Architecture
Structures for Employee Involvement & Participation
Work Redesign
Frontiers and Boundaries:
Managing Ownership Expectations
6. Rewards & Compensation
Gain-sharing and profit-sharing
Performance based Bonus Plans
Other Stock Based Compensation
Employee Ownership Media
A lecture at the Harvard Law School Forum
Building Workplace Democracy: The Employee Equity Loan Act
– Law and Democracy Lecture 1 – October 12, 2018 (53 min 26 sec)
Overview
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 oa@ownershipassociates.com to find how we can help.
A Little Bit of History...
