Why so passionate about EOTs?

After years of helping business owners sell to the highest bidder, we had an epiphany. We'd witnessed too many unique cultures get swallowed whole, and too many loyal teams left facing uncertain futures. So, we decided to break the mould and focus entirely on employee ownership...

Excited about Mondays?

We’re passionate about EOTs because they create high-value outcomes for everyone. As an owner, you can sell your business tax-free, keeping up to 24% more of your proceeds. Your employees benefit too, enjoying annual tax-free bonuses of £3,600—effectively boosting their wages by around £5,000. EOTs offer flexibility: you can stay involved, steer the company forward, or step back knowing it’s in good hands.

But the real game changer is that EOTs transform your workforce into a tribe of passionate co-owners. Mondays become something to look forward to. People start thinking like entrepreneurs, caring deeply about customers and colleagues alike. There’s a buzz in the air—a shared sense of purpose and belonging. That’s why we’re passionate about EOTs.

WHO WE ARE

Why we're different...

We are focused aficionados specialising solely in employee ownership trusts. Unlike many of our peers, our background is in corporate finance, and our clients benefit from fifty years combined transactional experience.

James Kenward

Partner

Having worked in corporate finance for over 15 years, James has advised on over 45 mid-market transactions. He is a member of the CISI and holds the CF qualification from the ICAEW.

Phil Petty

Partner

Before specialising in employee ownership, Phil worked as an International M&A advisor for over 2 decades. Phil has enabled over 80 successful transactions based in nine countries.

Lesley Feeley

Financial Analyst

Having worked in Corporate Finance for over 15 years, Lesley is a fellow of the Institute of Financial Accountants (IFA), Institute of Public Accountants (IPA) & Association of Accounting Technicians.