We offer a unique service as ownership transition consultants. We help leaders of private companies design and implement purpose succession plans, ownership and financing models.
Our clients come from many industries, but they share values around building a company to last, preserving culture, rewarding stakeholders, self-governance, and creating positive impact in the world.
We specialize in a new legal form of ownership called the Perpetual Purpose Trusts. We help create plans that allow founders to protect their values while they step aside and new leaders to step in, deepen impact thought codifying purpose commitments, design ways to share governance and rewards with stakeholders, and bring in aligned financing to create regenerative business models.
