Smooth succession with employee ownership trusts
Transitioning your business to an Employee Ownership Trust (EOT) is an attractive, tax-efficient succession solution for business owners. It allows for a smoother, less disruptive exit compared to traditional methods, while preserving the company’s culture and values. Our team offers expert advice in share valuation, financial modelling, and tax planning to ensure a seamless transition. We work closely with external legal teams to secure the right financing and structure for the EOT, benefiting all stakeholders involved.
Support for a successful business transition
An EOT transaction provides an ideal route for business owners looking to exit while benefiting from favourable tax treatment and ensuring the continued success of their business. Our approach encompasses key services, including share valuation, tax advice, and financial modelling to guarantee a smooth and successful process. We collaborate with your legal and business advisers to ensure a joined-up, efficient approach, and if needed, help access financing solutions to fund the deal. Our team will guide you every step of the way, making the transition to employee ownership clear and straightforward.
