How Orchestra Works

What Your New Company Could Look Like

• —Internal capital accounts that give every employee a transparent stake in company value
• —Horizontal management structures where teams self-organize around outcomes, not hierarchy
• —Vertical leadership pathways that retain accountability while distributing decision-making
• —Organized electoral governance where employees vote on board seats, strategic direction, and major capital decisions
• —Transparent strategy and initiatives — quarterly open-book management with full visibility into P&L, growth plans, and resource allocation
• —Profit-sharing mechanisms tied to individual, team, and company performance
• —Democratic budgeting processes where departments propose and defend allocations to peers

What We Deliver

• —Comprehensive feasibility assessment and financial modeling
• —Custom organizational blueprint for your employee-owned structure
• —Valuation framework and timeline roadmap
• —Capital structure recommendation (debt, equity, hybrid)
• —Governance model design — tailored to your company size and industry
• —Communication strategy for stakeholders, employees, and partners

Transaction Coordination

• —Legal entity formation and restructuring
• —Negotiation and closing of leveraged buyout terms
• —Seller note structuring and lender coordination
• —Regulatory compliance and filing (ERISA, state cooperatives, trust law)
• —Tax optimization — including IRC §1042 deferral where applicable
• —Transfer of ownership shares to trust, cooperative, or ESOP structure

People & Culture

• —Employee education programs — what ownership means, how it works, what changes
• —Leadership transition planning and role definition
• —Board composition and election process design
• —Initial communication rollout to all employees
• —Change management support for managers adjusting to new governance

Organization & Governance Platform

• —Open-book financial reporting dashboards accessible to all employee-owners
• —Electoral systems for board elections, strategic votes, and initiative approvals
• —Internal capital account tracking — every employee sees their equity grow in real time
• —Meeting cadences and decision frameworks for committees, teams, and all-hands
• —Policy templates for profit distribution, hiring, compensation bands, and capital expenditure

Ongoing Support & Servicing

• —Annual valuation updates and share price recalculation
• —New employee onboarding into ownership structure
• —Quarterly governance health checks
• —Leadership coaching for employee-elected board members
• —Benchmarking against other employee-owned companies
• —Long-term succession planning as the company evolves