Passionate
About EOTs

Our 3 step approach...

1. Consultancy

2. Implementation

3. Good governance

We deliver high-value, successful outcomes

for everyone...

Our Services...

We make sure an EOT meets your requirements

before you commit to hiring lawyers and tax advisors

1

A consultative and tailored approach

The EOT landscape in the UK is often compared to the Wild West. Many advisors offer EOT services, but few truly begin where you need them to. With our background in corporate finance and our organisation being employee-owned, we have the passion, experience, and technical knowledge to create a customised transition that achieves your objectives and ensures the ongoing success with the business in the hands of your employees.

Selling any significant asset where people are involved can be challenging

We create a win-win situation for you and your team.

2

Design and Implementation

We define "high value" as the significant benefit that everyone experiences when transitioning to an EOT. Shareholders selling their equity receive the fair market value of their business with generous tax breaks, while employees receive tax-free bonuses and a sense of ownership. Successful outcomes require diligent management by experienced advisors who can anticipate issues before they arise. We implement transactions with the care and diligence we would expect if someone were selling our company.

Fast-track your EOT with expert guidance

Independent

trustees bring a wealth of experience from successful EOTs

3

Good Trustee Governance

A change in ownership can be unsettling for the shareholders, management team and wider employees. With employee ownership, you can choose to stay and ensure the company is heading in the right direction – stepping away when you believe the company is ready. An independent professional trustee will help the company stay on track, ensure a strong transition whilst critically not interfering with the day-to-day running of the business.

Passionate About EOTs

1. Consultancy

2. Implementation

3. Good governance

Passionate
About EOTs