OUR EDGE

Industry-leading ESOP expertise.  
Built on a foundation of trust.

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Unique model.
Ready-made solution.

OwnersEdge surrounds its portfolio of companies with what they need to compete, grow and thrive. Our intentionally built structure provides a ready-made ESOP solution with in-house expertise and flexibility.

Our model

Our team has extensive experience in managing an ESOP. We provide stability and support to businesses by offering strategic shared services that enhance culture, ensure long-term sustainability, and allow each operating company to focus on growth. Companies in our portfolio can access shared services at varying levels, depending on their specific needs.

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Shared services

  • Strategy

    STRATEGY

  • Finance

    FINANCE

  • Marketing

    MARKETING

  • HR

    HR

  • IT

    IT

  • Administration

    ADMINISTRATION

  • Legal/Risk Management

    LEGAL/RISK MANAGEMENT

  • ESOP Management

    ESOP MANAGEMENT

Our diversified ESOP
A young man at a conference walking towards the front of the room and getting a high-five from a colleague.

ESOPs are a retirement plan that provide employees with an opportunity to share in the profits they help create. Our ESOP is 100% gifted and has no out-of-pocket expense for employees. The diversification of our companies helps reduce risk and minimizes market volatility. Additionally, it provides deferred tax benefits for the business and the owners who sell their shares to the ESOP.

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Our culture 

Each company has its own unique culture, purpose and values. As part of the OwnersEdge family, we are unified by our overarching core values, providing employee owners with a common thread to live our brand promise to help each other win.

“Working here makes you realize you’re really part of something bigger. Our ESOP is the golden ticket to the American Dream.”

QComp, Employee Owner

“We are an employee-owned company and to me that makes the world of difference when you know your contributions really matter and you are part of the success of the company and your retirement plan.”

OwnersEdge, Employee Owner

"There is a unique sense of pride among the employees, as we are all owners. Everyone takes pride in their work and has a keen interest in growing the business. It is a fun, welcoming and collaborative culture."

BAYCOM, Employee Owner

“OwnersEdge is led by many growth-minded leaders who care immensely about their employees. We work hard to help the company succeed because that means the employees succeed.”

OwnersEdge, Employee Owner

Our values

Our portfolio of companies are united and embrace our ESOP model.

Our companies respect and value each other’s differences. Our diversity in products, services, industries and employees makes us stronger.

We foster trust by prioritizing culture. Our behaviors empower us to create a sustainable competitive advantage.

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