Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The Ownership Economy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ownership Economy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 086 — Full Spectrum Ownership: Jason Wiener's Guide to Starting, Growing, and Exiting in the Ownership Economy

52:30
 
Share
 

Manage episode 502640782 series 3430533
Content provided by The Ownership Economy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ownership Economy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, we welcome back Jason Wiener, founder of Jason Wiener PC, for an insightful episode on alternative ownership structures. Jason’s boutique law firm specializes in alternative ownership design, including co-ops, various forms of employee ownership, and non-extractive financing. He guides shared ownership-minded founders through the entire lifecycle:

  • Starting: Jason champions "full spectrum ownership design," advising founders to prioritize their "why" and "what" (goals and desired outcomes) over a specific legal vehicle. He notes that starting as a traditional C-corp or LLC is not irreversible, but founders must understand trade-offs with venture funding. His firm offers a free, self-guided "Community Enterprise Legal Design Course" online for those committed to community-centric models and eschewing upfront venture capital.
  • Growing: Jason emphasizes that success depends on human conduct, communication, and decision-making, not just legal documents, which serve as guardrails. Successful enterprises balance core values with clear business strategy and client focus.
  • Financing: Given that alternative ownership models typically do not have traditional liquidity events, revenue-based financing (e.g., demand dividends, revenue sharing notes, self-redeeming preferred equity) has emerged as a popular mechanism, aligning investor repayment with the co-op's financial health. Resources like the Transform Finance directory and leveraging Program Related Investments (PRIs) and Mission Related Investments (MRIs) from foundations can provide capital.
  • Exiting/Succession: This constitutes a significant portion of his firm's work, especially amidst the "silver tsunami" of retiring business owners. Jason stresses "succession readiness"—organizing books, tax returns, and creating a data room—as 97% of the work. The choice of conversion pathway is a technical assessment, not an ideological one.

Jason will lead a hands-on workshop at the Ownership Economy Summit 2025 in New York on October 7th, offering a deeper dive into making these critical assessments for business succession. You can find more resources, including his blog and the free course, at jrwiener.com. And you can get your ticket to see him speak right here: https://www.ownershipeconomy.com/registration

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 502640782 series 3430533
Content provided by The Ownership Economy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ownership Economy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, we welcome back Jason Wiener, founder of Jason Wiener PC, for an insightful episode on alternative ownership structures. Jason’s boutique law firm specializes in alternative ownership design, including co-ops, various forms of employee ownership, and non-extractive financing. He guides shared ownership-minded founders through the entire lifecycle:

  • Starting: Jason champions "full spectrum ownership design," advising founders to prioritize their "why" and "what" (goals and desired outcomes) over a specific legal vehicle. He notes that starting as a traditional C-corp or LLC is not irreversible, but founders must understand trade-offs with venture funding. His firm offers a free, self-guided "Community Enterprise Legal Design Course" online for those committed to community-centric models and eschewing upfront venture capital.
  • Growing: Jason emphasizes that success depends on human conduct, communication, and decision-making, not just legal documents, which serve as guardrails. Successful enterprises balance core values with clear business strategy and client focus.
  • Financing: Given that alternative ownership models typically do not have traditional liquidity events, revenue-based financing (e.g., demand dividends, revenue sharing notes, self-redeeming preferred equity) has emerged as a popular mechanism, aligning investor repayment with the co-op's financial health. Resources like the Transform Finance directory and leveraging Program Related Investments (PRIs) and Mission Related Investments (MRIs) from foundations can provide capital.
  • Exiting/Succession: This constitutes a significant portion of his firm's work, especially amidst the "silver tsunami" of retiring business owners. Jason stresses "succession readiness"—organizing books, tax returns, and creating a data room—as 97% of the work. The choice of conversion pathway is a technical assessment, not an ideological one.

Jason will lead a hands-on workshop at the Ownership Economy Summit 2025 in New York on October 7th, offering a deeper dive into making these critical assessments for business succession. You can find more resources, including his blog and the free course, at jrwiener.com. And you can get your ticket to see him speak right here: https://www.ownershipeconomy.com/registration

  continue reading

88 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play