Impact of Employee Ownership
At Apis & Heritage Capital Partners (A&H)
we believe employee ownership creates stronger companies, broader wealth creation, and more resilient communities.
Through our investments, we partner with businesses to preserve legacy, expand ownership opportunities, and create long-term value for employees.
View our latest Impact Report
Business Growth
Company sales, employment, and productivity increase by more than 2% per year after implementing an ESOP
Businesses with an employee ownership model, including through an ESOP, have higher profit margins over time and are more resilient in downturns
100% ESOP-owned S-corporations do not pay Federal and often State taxes, which increases the business’s cash flow after transitioning to employee-ownership
For more great data on the power and profitability of employee-owned companies, click here.
Worker Outcomes
HIGHER EARNINGS
Millennial workers at ESOP companies earn 33% higher median income than comparable workers at non-ESOP companies.
WEALTH CREATION & RETIREMENT SECURITY
Low- and moderate-income ESOP participants build significantly greater long-term wealth, with median account balances of $165,000 and workers nearing retirement holding 10x more wealth than their peers.
EMPLOYEE ENGAGEMENT & OWNERSHIP
Employees at ESOP companies report higher job satisfaction and a stronger sense of purpose, recognizing that their contributions directly support the success of the business while sharing in the value they help create.