Common Trust

?? Interested in Employee Ownership investing but don’t know where to begin? Or are you an EO investor who wants to broaden your knowledge of current opportunities? ??? Our own Zoe Schlag will be appearing today alongside other funds leading in Employee Ownership investing! ?? Today at 11 am PT (2 pm ET), meet three EO funds working to address wealth gaps and preserve small businesses across the United States, including Common Trust Capital. ?? Register here for this exciting conversation with experts–the first of an ongoing “EO Fund Spotlight” series from Ownership Capital Lab that will run through 2025: https://lnkd.in/gbVNp5mf

Last week, the Common Trust team gathered together in NYC for a week of strategy sessions, team bonding, and lots of amazing food (some of which we even cooked ourselves). Up next? Expanding the ways we help business owners make a successful transition to employee ownership - and putting our newfound cooking skills to use in advance of our next gathering ?? #employeeownership #eot #remoteculture #teambonding

Join us Thursday April 17th as we’re joined by Brad Herrmann Founder of Text-Em-All to discuss their first year of employee ownership! We’ll examine their pioneering role as the first SaaS company in the US to become an Employee Ownership Trust, in addition to exploring all the changes, challenges, and successes after their first year of employee ownership!

Join us Feb 13th as we chat with Amalia Freedman, CEO of RDA Consulting to discuss how a successor CEO leads a company into their new employee ownership era. We’ll be taking a deep dive into how employee ownership is structured, how a new leader navigates a company of new owners, and how things have gone in their first year and a half of employee ownership!

Clegg Auto made the bold move to become employee-owned, and the results have been incredible—record-breaking profits in just their first year of employee ownership! Join us on November 19th to hear the inside story from Kevin Clegg and Daron Jones (VP of Operations) as they share how employee ownership transformed their business and inspired their team! Don’t miss out—RSVP today!

Join us Nov 19th as we sit down to with Kevin Clegg and Daron Jones of Clegg Auto to discuss how they doubled their profits and achieved record-high customer satisfaction, in their first year of employee ownership! If you’re thinking about employee ownership as a succession strategy, or just want to learn more about your options, this event is for you. ? The event is free, but spots are limited—so make sure to RSVP today!

For over 27 years?CodeWeavers - a premier open source software agency- has operated for the benefit of their customers, community, and staff. ? When it came time to think about retiring, Founder Jeremy had a big question:?How to transition out while ensuring their employees and culture thrive long after an exit? ? Last year we helped answer that question by selling Codeweavers to it’s employees. ? By exiting to his employees-?Jeremy made sure the foundation he built over 27 years was set in stone with seamless transition of leadership while taking care of his employees. ? Next week we’ll be sitting down with Jeremy, and his CEO successor James to discuss their Employee Ownership journey. ? For any owner thinking about exit or transition, it’s going to be extremely insightful! RSVPs are limited so register today!

After 20+ years of business, Employee Ownership allowed Jeremey to retire and sit on the beach knowing that his legacy is taken care of. If you’re a business owner, you know what an outstanding accomplishment that is. So, how did they do it? Join us Sept 17th to find out! We'll be joined by Jeremy, and James to discuss their reasons for going employee-owned, and how they approached succession and made it a reality for Codeweavers.

How exactly does a 20+ year business owner transitions to employee-owned and why? Last year Codeweavers did just that. In a few weeks I'll be sitting down with founder Jeremy and CEO James to discuss their reasons for going employee-owned, how they approached succession, and made it a reality for Codeweavers. Join me Sept. 17th as we discuss how EOT allowed them to preserve their culture, retain key talent, and ensure long-term stability.

Next month we’ll be hosting a chat with Jeremy (Founder), and James (CEO) to discuss their reasons for going employee-owned, how they approached succession, and made it a reality for Codeweavers. ? We’ll also take a deep look at how they navigated their own leadership changes, from CEO to Chairman, President to CEO, and more.? ? Beyond that, we’ll talk about how an Employee Ownership Trust (EOT) allowed them to preserve their culture, retain key talent, and ensure long-term stability.?