Your Life’s Work is in Good Hands

“We knew we needed a succession plan that reflected our values and long-term vision. Working with Ownership Design Group was an excellent experience. Jennifer guided our team through a comprehensive exploration of options, always keeping our goals and the needs of our employees front and center. The Share Freeze solution they proposed was transformative—it made employee ownership accessible while allowing us to realize the fair value of the company over time.”

“Ownership Design Group provided invaluable support during a pivotal time for The Red Apron. Their ability to guide us through complex shareholder dynamics and help us create clear roles and responsibilities was instrumental in our ability to move forward and grow. Thanks to their expertise, we’ve been able to expand our business and continue to serve our community with confidence.”

"Every owner gets into business to ultimately get out. Developing an effective and successful exit strategy can be daunting and overwhelming with the myriad choices and avenues to consider. When the time came for us to seek advice and guidance in developing ours, we confidently reached out to Jennifer and her team. Having worked with them to develop our Employee Ownership Share plan, we knew we could rely on their skills, dedication and professionalism to not only guide the majority owners and consider our needs and wants but to keep our employees and their well being top of mind throughout the process. Jennifer’s extensive experience and peer network brought in the necessary resources and professionals to the process to make the transition a very smooth one. If you are looking to develop your exit strategy, I highly recommend Jennifer and her team."

“Canadian employee ownership has long been at the core of KCI. With Canada’s new EOT framework, we saw an opportunity to extend ownership across our firm while preserving our independence, values, and long-term commitment to our non-profit sector clients. Ownership Design Group was an essential advisor throughout our EOT transition, supporting us in design, implementation, training, and ongoing trustee advisory work. Their deep EOT expertise helped us navigate this new ownership structure with confidence and clarity, while their excellent project management kept the process organized, focused, and moving forward. We would confidently recommend Ownership Design Group to other organizations exploring employee ownership!”