The expectations young professionals bring to work every day are fundamentally different from even a decade ago. Competitive pay still matters, but it’s no longer enough on its own.
Continue reading “What Young Professionals Want…and How E.O.T.s Deliver”Category: Uncategorized
Permanent E.O.T. Incentive Reshapes Succession
A recent change in federal tax policy may have long-term implications for how Canadian businesses approach succession planning.
Continue reading “Permanent E.O.T. Incentive Reshapes Succession”The E.O.T. Lexicon
Employee Ownership Trusts are gaining momentum across Canada, but for many people the terminology can feel confusing or intimidating. This glossary breaks down the most common terms in clear, everyday language, so you can understand how this ownership model works and why it matters.
Continue reading “The E.O.T. Lexicon”Employee Ownership = Employee Retention
Across Canada, employers are asking the same question: How do we keep great people for the long term? Pay and benefits matter, but retention is increasingly tied to something deeper…stability, purpose, culture, and a sense of shared future.
Continue reading “Employee Ownership = Employee Retention”Employee Ownership Builds Brand Trust
Trust is hard to earn and easy to lose. Customers today are more informed, more skeptical, and more values-driven than ever before. They don’t just want a good product or service; they want to believe in the company behind it. That’s where employee-owner trusts quietly but powerfully make a difference.
Continue reading “Employee Ownership Builds Brand Trust”Employee Ownership Builds Leaders
Across Canada, a quiet shift is happening in how businesses think about leadership, succession, and long-term success. Instead of asking, “Who will buy this company?” more owners are asking a different question:
“Who should lead this company next?”
Continue reading “Employee Ownership Builds Leaders”What Was the 21-Year Rule?
Under Canada’s trust tax rules, most trusts are treated as if they sell their capital property every 21 years. This is called a “deemed disposition”. Even though nothing is actually sold, the trust is required to pay capital gains tax as if everything had been sold at fair market value.
Continue reading “What Was the 21-Year Rule?”Beyond the Money: The Benefits of Selling to an E.O.T.
Selling a small, family-owned business is never just a financial transaction. It’s a deeply emotional turning point that touches employees, communities, family identity, and the long-term future of the company. When the buyer is a large corporation, the stakes feel even higher…because what happens after the sale often looks very different from the world the family built over generations.
Continue reading “Beyond the Money: The Benefits of Selling to an E.O.T.”E.O.T. Fundamentals
For many Canadian business owners, succession planning is more than a practical decision, it’s deeply personal. You’ve built something meaningful, contributed to your community, and created opportunities for your team. So, when it’s time to think about the future, you want a transition that preserves your legacy and supports the people who helped build your business.
Continue reading “E.O.T. Fundamentals”Qualifying for Employee Owner Trusts
Succession planning is a hot topic in Canada right now. Tens of thousands of business owners are approaching retirement, and many are asking the same question: How do I keep my company local, protect my legacy, and reward the team that helped build it?
Continue reading “Qualifying for Employee Owner Trusts”