Transition to an Ownership Structure That Protects Your Vision Forever.
We specialize in business ownership transitions that safeguard your values, mission, and impact for generations.
Align Your Purpose With Your Strategy for Meaningful Sustained Impact .
We help business owners ensure their strategic goals align with their business’s higher calling.
Design Your Workplace Culture to Sustain Your Purpose Over the Longhaul.
We help business owners integrate purpose into daily operations to build a resilient and values-driven organization.
Our mission is to help companies operate as a force for good, directing profit and power towards what matters most— environmental stewardship, equity and long-term prosperity — protecting the people we love and the place we call home.
Schedule your free exploratory conversation
2.5 Million Business Owners Are Retiring.
Is it time you considered passing the torch?
Are you thinking about retirement but unsure what succession options reflect your values?
Are you holding your company’s purpose and want to see it carried forward?
Do you care deeply about your employees, customers, partners and community?
Ownership change invites big questions.
How do you keep your company’s mission alive when you leave?
How do you protect against the relentless pressure to maximize profit?
How can you ensure your business won’t be sold out?
We design ownership transitions to protect the DNA of your company forever.
Our services are designed to guide businesses through holistic ownership transitions that ensure the purpose, structure, and culture - or company DNA - remain intact in perpetuity. Together, these elements ensure the company remains resilient for the long haul.
Clarify Purpose: Helping organizations uncover their deeper “why” and align their mission with what truly matters.
Re-imagine Ownership: Supporting transitions to Perpetual Purpose Trusts (PPTs), which safeguard purpose over time.
Harness Culture: Building cultures that balance profitability with long-term impact.
Explore your questions and learn how we can help you achieve your successful ownership transition using our purpose-centered approach, with a free exploratory conversation today.
Let’s Have a Conversation
If you’re curious and interested in learning more. If you have more questions than answers. If you aren’t quite sure where to start. If you would rather jump right to the heart of what matters to you. Let’s talk.
“Perpetual Purpose Trust ownership is a great option to consider for succession to assure that the mission and culture of a business remain paramount."
George Seimon, Trust Committee Member of the Sustainable Food & Agriculture PPT and founder of Organic Valley.
“Through a purpose trust, a business owner can ensure that the business they worked so hard to build will be carried on for the benefit of the people, communities, and causes they care about.”
Melissa Scholz, Principal of Scholz Nonprofit Law