Presenter: Natalie Reitman-White, Founder and Principal at Purpose Owned

This will be a virtual event via Zoom.

Most entrepreneurs have other motivations than "just being a business". They bring personal passion, philosophy, and integrity to their work. They work hard to build their company culture, care about their employees, customers, suppliers and the quality of the products they provide.

How do you keep your business profitable—and grow—without losing sight of your purpose? And just as important, how do you exit your company and ensure what you have built continues on? 

In this workshop we will talk about a new ownership model that preserves local ownership, helps maintain community stewardship and wealth building, and offers a viable exit strategy for business owners This game-changing new business ownership structure, called a Perpetual Purpose Trust (PPT).

Natalie Reitman-White is a recognized expert with more than two decades of experience working in for-profit and nonprofit leadership, with a focus on sustainability business and innovation. Natalie will share about her journey exploring ownership models that lead her to developing the model. 

In the workshop we will provide real world case studies of how companies are using this new ownership model from nationally recognized brands like Patagonia and Zingermans, to smaller mom-and-pop retail operations and professional services firms. Their purposes vary from "saving the planet", to simply continuing to be "a good employer in their community".   We will discuss practical aspects such as financing and investment, governance and leadership succession.

Whether you are in the midst of planning for business ownership succession, or just starting a business, this will be a provocative and educational conversation about intentionally planning the ownership and financing of your business to ensure your purpose remains central.