2025 Employee Ownership Capital Roadmap
Ownership Capital Lab
Paper · 1-2 hour read · For: Owners / executives
A field-wide plan for growing the pool of capital that funds employee ownership transitions. It sets targets, names four strategies and gives each stakeholder group its own guide. This one is for the people financing transitions; an employee-owner audience would find it useful background on why financing is the bottleneck.
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Problems it helps with
- Owners want to sell to employees but can't find financing
- Our foundation wants to back employee ownership and doesn't know where to start
- I don't know how big the EO investment market is
- Advocates, funders and lenders aren't coordinating
What it covers
- Why now: wealth concentration and nearly 3 million retiring business owners
- Targets: $1.5B near term, $10B by 2040, $100B+ beyond
- Four strategies: Mobilize Investment, Power the Narrative, Deepen Infrastructure, Advance Policy
- Separate guides for investors, fund managers and advocates
Topics: Ownership models · Strategy