About Us
About Us
We offer a unique service as ownership transition consultants. We help leaders of private companies design and implement purpose succession plans, ownership and financing models.
Our clients come from many industries, but they share values around building a company to last, preserving culture, rewarding stakeholders, self-governance, and creating positive impact in the world.
We specialize in a new legal form of ownership called the Perpetual Purpose Trusts. We help create plans that allow founders to protect their values while they step aside and new leaders to step in, deepen impact thought codifying purpose commitments, design ways to share governance and rewards with stakeholders, and bring in aligned financing to create regenerative business models.
Vision
We believe how companies are owned and financed matters to the future of our economy and the planet. It impacts who makes the decisions and who benefits. For far too long short-term profits and ‘growth for growths sake’ mindset have prevailed. That has left many workers, communities and the planet behind.
Our vision is to help transform a critical mass of lighthouse impact companies to be purpose-owned in the next 10 years. By working with these early adopters we will lead the way for purpose trusts to become a mainstream tool that is offered in business structuring.
Our Team & Network
Natalie Reitman-White is the principal at Purpose Owned. Natalie has over two decades of experience as an executive in the food sector, specializing in sustainable business, trade advocacy, governance, organizational development, and human resources. In 2018, she pioneered one of the first-in-the-nation Perpetual Purpose Trust ownership transitions with Organically Grown Company. She is a sought-after educator and consultant, helping dozens of companies to explore and implement purpose-ownership and regenerative finance solutions.
Peter Koehler is a partner at Lumo Group. Peter has spent his career helping purpose-driven organizations level up and achieve their mission. He began his career in Oregon politics working on progressive campaigns and as a Legislative Aide in the state capital. After leaving politics, he became Director of Growth for Green Zebra Grocery, a healthy convenience store startup. Prior to founding Lumo Group, Peter spent five years serving as the Capital Strategy Advisor at Alternative Ownership Advisors and then as the Managing Director at Forcefield Capital. In both of those roles he helped mission-driven companies with capital advisory services, succession planning, and trust ownership implementations.