Employee Ownership Readiness Resources
Free assessments to help you explore employee ownership for your business.
Vision & Values Survey
Discover how well employee ownership aligns with your personal goals, values, and exit priorities.
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Business Assessment
Evaluate your company's financial profile, management depth, and structural readiness for employee ownership.
Start
Get the Full Picture in the BPEO App
These two assessments are a first step. Create a free account to model your numbers, check your readiness, and find an advisor. Your work saves to your account, so you can pick up where you left off.
ESOP Illustrator
Estimate your company’s value and potential tax savings with your own numbers.
Readiness Check
Inventory your documents before a feasibility study.
Advisory Hub
Find vetted advisors when you are ready for the next step.