Welcome To Equityx
Transforming small businesses into thriving communities through employee ownership. Join us in creating a new era of prosperity and legacy preservation.
Business Model
90 days
To close the acquisition process.
6 months
For the founder to retire and see their legacy continue.
20 years
We aim for lasting legacies. We seek companies with sustainable growth.
The Problem
Is at risk in the USA due to the lack of succession plans or their poor management, according to PwC. This risk is exacerbated by founders or owners who want to retire.
Devastating Impact
Do not have a succession plan, and 80% fail to sell.
50% of the Workforce in America
Is employed by small businesses, contributing to 65% of the US economy.
70% of Businesses
Most small businesses do not survive the retirement of their owners, severely affecting employees and communities.
Our Solution
Of the
Ownership
Will be transferred to employees in a planned manner over a period of 20 years.
10% Immediate
ownership upon acquiring companies, then gradually increasing their stake over 20 years without purchasing shares.
Shared Ownership
A strategy that benefits both employees and the company, improving the financial performance of the companies throught experienced leadership.
Strong Company Network
Lasting benefits for retired owners, shareholder employees, businesses, and local economies.
Our Model
Owners Who Wish To Retire
Business owners retire with confidence by selling their company to a firm committed to doing right by their employees. Their business stays local and their legacy becomes employee-owned.
Incoming President
EquityX recruits a talented and mission-driven president to lead the company. They start with an intensive training program and continue to learn through hands-on experience and the support of the EquityX network.
Owners - Employees
Employees gain ownership in the company through stock based on their service in the business and will now benefit from the company’s growth potential. Through aligned incentives, education, and transparency of financial records, owner-employees have a direct impact on their future wealth.
"As the owner of a $5 million business in Texas, safeguarding my legacy and ensuring the future for my family and employees is my top priority."
John Carter
Austin, Texas
"Our father never had a succession plan, and as the owner of a business generating over $8 million annually, everything was lost. Don't make the same mistake; plan for your future today."
Susan Martin
Albuquerque, New Mexico
"My grandfather had a solid succession plan in place, and thanks to that foresight, we still hold a stake in his business, benefiting our entire community."
Emily Thompson
Santa Fe, New Mexico
