Certified B Corporation

Ohio, United States

Certified Since

March 2017


Other financial services


Service with Minor Environmental Footprint

Operates In

United States

EPOCH PI provides independent, strategic advice to purpose-driven and culture-rich companies regarding raising debt and equity capital for growth and on mergers, acquisitions, divestitures, ESOPs, recapitalizations or selling a business. Identifying the best strategic option given the mission and vision of the company, as well as the best financial or strategic partner, requires a new approach. EPOCH uses proprietary culture tools to give insights into the parties’ alignment around values and mission and then uses corporate structure and thorough integration planning to address areas of concern. Financial terms are critically important, but evaluating the alignment of values, structuring the transaction to protect them, and creating a thoughtful integration plan are key to a transaction’s longer-term success. EPOCH believes transaction success should be measured two or three years after the transaction closes, not simply because it did close. An ideal transaction creates shared success for multiple stakeholders (investors, employees, suppliers, customers, community). Success should be measured by asking whether it delivered the intended goals and whether it safeguarded the company’s mission and values.

Overall B Impact Score

Based on the B Impact assessment, EPOCH PI earned an overall score of 80.5. The median score for ordinary businesses who complete the assessment is currently 50.9.
80.5 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 14.8

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement2.2
Ethics & Transparency2.6
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Community 28.1

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion12.6
Economic Impact7.0
Civic Engagement & Giving5.4
Supply Chain Management0.0

Environment 6.2

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management3.9
Air & Climate0.8
Land & Life1.5

Customers 31.2

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship1.6
+ Support for Underserved/Purpose Driven Enterprises27.8
+ Serving in Need Populations1.7

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Previous Overall B Impact Scores

2022 Overall B Impact Score80.5
2017 Overall B Impact Score81.9

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