CASE STUDIES

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  Taproot Community Support Services – Edmonton, AB

  Before transitioning to an Employee Ownership Trust (EOT), Taproot was owned first by 7 employee-owners and then up to 30 employee-owners prior to the transaction. Over time, the company ran into succession challenges as share values had risen to a point that made it difficult for new employees to buy in.

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  Grantbook – Toronto, ON

  In the heart of Toronto, Grantbook…a technology consultancy devoted to empowering philanthropic organizations…faced a turning point. Its co-founder, Peter Deitz, stood at the crossroads of succession. For Peter, stepping aside wasn’t just about closing a chapter; it was about ensuring Grantbook’s culture and mission would thrive for years to come. 

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  Brightspot Climate – Vancouver, BC

  In the world of consulting, growth often brings big questions: How do you keep your culture intact while planning for the future? For Brightspot, a firm that started as a one-person operation and grew to more than 40 employees, the answer was bold and values-driven…an Employee Ownership Trust (EOT).

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  EllisDon – Mississauga, Ontario

  Family-owned EllisDon construction company announced in 2020 the transition to an Employee Ownership Trust (EOT). In business since 1951, and with 4,000 employees worldwide, EllisDon is now 100% employee owned.