At 40 Million Owners, we believe there is an employee ownership solution for every company. We work with mature ESOPs and aspiring employee-owned companies to design and execute value creation strategies powered by employee ownership.
Our Focus
ESOP Growth through Acquisitions
We partner with ESOP leadership teams and their advisors to unlock enterprise value through smart, strategic acquisitions that capitalize on their unique advantages as acquirers.
Employee Ownership Transitions
We empower business owners to identify and structure the employee ownership model that best fits their needs and goals.
Our Services for ESOPs
Acquisition Framework Design
We design an acquisition framework to ensure alignment of executive leadership, board, trustee, and advisors.
- Conduct target sector analysis and develop a prospect scorecard
- Design organizational readiness plans and acquisition deal team structure
- Align around core values and a culture of ownership
- Build baseline financial models and scenario analyses
Execution
We manage all aspects of M&A Execution and serves as the point person for diligence workflows.
- Source deals and qualify opportunities
- Perform preliminary valuation analyses, assess strategic fit, and negotiate term sheets
- Oversee due diligence with a focus on ESOP implications
- Finalize transaction structures and legal documents
Integration
We deliver post-closing integration services that align people, processes, and culture to maximize value creation and accelerate sustainable growth.
- Lead transition team management
- Coordinate internal and external communications
- Align people, technology, financial systems, and business processes
Our Services for Business Owners
Employee Ownership Structuring
We provide business owners with clear, practical guidance to navigate the complexities of choosing the right employee ownership model, ensuring a structure that aligns with their goals and values.
- Succession and transition plan
- Valuation and funding strategy
- Governance and compensation framework
Employee Ownership Value Creation
We equip business owners with the tools and operating models that optimizes for value creation with employee ownership.
- Communication strategies and best practices
- Strategic planning framework
- EO key performance indicators
- Employee engagement programs
- Operational efficiency tools
40 MILLION OWNERS 