A sale to employees offers business owners a unique avenue to plan their exit strategy at their preferred pace. By gradually transferring ownership to employees, you gain the freedom to step back gradually, ensuring a smooth transition while maintaining a stake in the success of the business. This approach allows you to navigate your exit on your terms, fostering continuity and stability while enabling you to gradually embrace new opportunities outside the business.

Selling your business to your employees is a great way to show that you value their contribution and hard work while fostering a deeper sense of belonging and motivation among employees. Additionally, employee owners will be more committed to the success of the business, and talented workers will be attracted by the opportunity to build wealth over the long-term.

A sale to employees can allow for significant tax savings for selling owners through the ability to defer paying capital gains taxes by reinvesting proceeds into qualified replacement property. These savings can more than offset for premiums that may have been offered in an open market sale.

When a business owner sells to employees rather than to an outside buyer, their legacy continues to grow with the business while they pursue their hobbies, spend time with family, travel, and enjoy retirement. Each employee owner contributes to that legacy by carrying forward the business with the shared values and culture that have been nurtured from the start.