Milestone II Discover
Design your financial structure!
Move from understanding to action! This milestone helps you examine your specific needs and create a financial structure that works for your business.
We'll support you in understanding your current situation, mapping your financial needs, and preparing the groundwork for conversations with legal and tax experts. These practical tools and frameworks come from our years of experience working with numerous businesses as they designed and implemented their own steward-ownership structures.
You'll finish this milestone feeling ready to have informed conversations with professional advisors about making steward-ownership-aligned financing work for your specific situation.
Design Your Structure
Map Your Finance Needs
