Firefly Insights
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Overview
$5,000+
Min Project Size
2 - 9
Employees
2017
Year Founded
ABOUT FIREFLY INSIGHTS
Values Aligned Succession & Employee Ownership
At Firefly Insights, we assist Canadian entrepreneurs in crafting and executing ownership transitions that align with their values. Our services encompass Employee Ownership Trusts (EOTs), ESOPs, and hybrid models, helping businesses to: Remain independent and grounded in their communities, Recognize and empower their employees, Provide fair and tax-efficient exit strategies for founders. With over 20 years of expertise in entrepreneurship and employee ownership, we've successfully guided professional services firms, B Corps, engineering and trade companies, and family-owned businesses through smooth transitions. Our goal is to ensure Canadian businesses remain Canadian-owned while safeguarding their legacy, workforce, and mission.
Languages Spoken
English
HIGHLIGHTS
$5,000+
Min Project Size
2 - 9
Employees
2017
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Business Consulting Services
40% Financial Advisory & Consulting
About the Team
OUR STORY
Firefly Insights has dedicated over ten years to supporting Canadian businesses through succession planning, employee ownership, and leadership retention, aiming to safeguard community-rooted enterprises and their jobs. Founded by Jennifer Williams, a seasoned entrepreneur and former CEO of an employee-owned company, the firm adopts a human-centered approach that ensures alignment of culture, governance, and finances. With a commitment to lasting value, Firefly Insights partners closely with clients to craft strategies tailored to their unique needs. Program Manager Courtney Yanta adds expertise in strategic communications and employee empowerment. Together, they help business owners preserve legacies, foster employee engagement, and maintain local economic trust, empowering clients to confidently manage their business futures.
Projects & Clients
Project Size & Rate
Minimum Project Size
$5,000+