At Firefly Insights, we help business owners create practical, people-first ownership strategies that protect their legacy, strengthen their teams, and keep businesses rooted in the communities they serve.

Whether you are planning for succession or looking to improve employee retention and recruitment, we design ownership and equity solutions that align with your goals. This includes Employee Ownership Trusts (EOTs), Employee Share Ownership Plans (ESOP), Worker Co-Operatives and other tailored models that allow owners to step back—or stay involved—on their own terms.

From ownership design to governance, education, and employee engagement, we work alongside your legal and financial advisors to deliver transitions that make sense—financially, culturally, and operationally.

Our expertise includes:
• Business succession planning
• Employee ownership (EOTs, ESOPs, equity sharing)
• Retention and recruitment strategies through shared ownership
• Tax-effective exits (including the $10M lifetime capital gains exemption)
• Governance and legacy planning

Whether your goal is to transition ownership or strengthen your team for the long term, we help you move forward with clarity and confidence.

Firefly Insights

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