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The Walker Group: Connecticut’s First Perpetual Purpose Trust-Owned Company, Solidifies Its Commitment to Social Enterprise

Pioneering a Purpose-Driven Future: Our Journey as Connecticut’s First Perpetual Purpose Trust-Owned Company


At The Walker Group, we are beyond excited to share a significant milestone in our company’s history—becoming Connecticut’s first Perpetual Purpose Trust (PPT)-owned company! This groundbreaking model has transformed our business and solidified our commitment to Social Enterprise – in perpetuity.


So, what exactly is a Perpetual Purpose Trust, and why did we choose this model?


The PPT-ownership model is a unique structure that has allowed our founder, Kate Emery, to retire while also  protecting the business from being sold, and reinforcing our social mission and commitments. Since 2007, The Walker Group has operated as a Social Enterprise, using our profits for social and environment impact and employee distribution rather than traditional shareholder interests. For The Walker Group this means embedding sustainability, community impact, and shared success into our organization's DNA.



Exploring Our PPT Transformation on 'Friends with Employee Benefits' Podcast


Our co-CEO, Jessica Rich, recently shared The Walker Group’s journey to becoming a PPT-owned company on Friends with Employee Benefits: A OneDigital Podcast. In this episode, Jessica discusses how this transformation has increased employee engagement and reinforced our community efforts, making purpose-driven ownership a game-changer.


As Jessica explains in the episode, becoming PPT-owned is more than just a business decision; it’s a long-term commitment to making a positive impact. By prioritizing our employees and community, The Walker Group is redefining success—not just in terms of profit, but by how we can contribute to a better, more sustainable world.



Curious to learn more about how PPT ownership is reshaping our business?


You can hear all about it by tuning into the Episode 65 of Friends with Employee Benefits: Building a Culture Around Purpose & Trust with Jessica Rich, co-CEO of The Walker Group. Jessica’s insights offer a behind-the-scenes look at the challenges and rewards of this pioneering business model.



🎧 Listen now!



More Recent News

Perpetual Purpose Trust-Ownership Webinar, The Walker Group, Todd Bailey, Jessica Rich, Kate Emery
September 28, 2024
In 2023, The Walker Group made history as the first business in Connecticut to transition to a Perpetual Purpose Trust (PPT)-ownership model. This innovative structure ensures that the company's values, mission and culture are preserved as it transitions beyond its founders, safeguarding them for future generations. In this insightful webinar presentation, we explore key topics such as: ~ What it means to be a Perpetual Purpose Trust (PPT)-owned company ~ Why The Walker Group chose this unique model ~ The legal and financial considerations of adopting a PPT ~ The impact of a PPT on employees and the community This session features The Walker Group's co-CEOs, Jessica Rich and Todd Bailey, along with founder Kate Emery, and expert insights from Jenny Kassan, President of The Kassan Group. Watch the webinar recording to learn more about this progressive, new approach to business succession!
Jessica Rich, co-CEO of The Walker Group
September 24, 2024
The Walker Group is proud to announce becoming Connecticut’s first Perpetual Purpose Trust (PPT)-owned company. This innovative ownership model allows us to prioritize a social mission that benefits our employees, clients, and community. co-CEO Jessica Rich discusses this transformation and its positive impact on Friends with Employee Benefits: A OneDigital Podcast. Tune in to learn more about how our purpose-driven approach is shaping a brighter future!
The Walker Group featured in Nick Romeo’s book, “The Alternative”
By The Walker Group June 17, 2024
The Walker Group featured in Nick Romeo’s book, “The Alternative”
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