For business owners

Our investment model can offer

Potential for a tax-advantaged exit
Owners sell the company at a market price and transition ownership in a way that can produce tax advantages for both owner and company
Opportunity for impact on operations and legacy
Owners can share the success of the business with the people who helped build it
Option to stay involved
Owners can sell part or all of the business depending on their goals and transition plans.

There’s more to share. Let’s talk Contact Us

  • Different kinds of employee ownership models
  • Tax advantages of exiting to employees
  • How company performance can improve with employee ownership
  • Improvement in lives of workers (overview), more in-depth figures
  • Private equity investment in the space (KKR and Ownership Works)
INVESTMENT INFORMATION

Investment criteria

  • Over $1 million in EBITDA (or a compelling track record of positive or increasing EBITDA)
  • 100+ employees
  • Available debt capacity
  • Strong and continuing executive or management team
  • Owners and leaders willing to explore shared ownership structures
  • Opportunity for measurable improvements to employee wages, wealth, and or working conditions while preserving enterprise value

Industries in focus

We focus on businesses in non-cyclical, essential industries. If you’re not in one of these industries but think your businesses might be a fit, get in touch here.

Examples of essential industries include:

Food and Agriculture
Senior Care
Disability Services
Transportation and Logistics

Meet the team

Our team integrates expertise across investment, industry, strategy and impact.

MEET THE TEAM

The Essential Owners Fund is managed by the Torana Group.

For questions about the Essential Owners Fund or Torana Group, please contact us.

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