Employee ownership trusts

Transitioning ownership of your business to your employees

An employee ownership trust (EOT) has become an attractive succession route for business owners. It can be much less disruptive than more traditional exit options. And we have the expertise and experience to advise you on structuring a successful EOT transaction.

When implemented correctly, an EOT transaction can ensure the outgoing shareholder achieves an attractive tax position, while leaving the traditions and culture of the business untouched. 

Our approach encompasses the key advice needed to implement an effective EOT, including share valuation, tax and financial modelling services. We’ll draw on expertise across our Corporate Finance team to navigate you through the process. In addition, if you need finance to fund the deal, we’ll help you access a vast selection of lenders.

Our objective is to help you transition your business to EOT ownership in a way that works for all stakeholders. We do this by working closely with your legal and other business advisers for a joined up and seamless approach.

As always, you can expect to work with real, honest people at FRP. We’ll take you through your options in plain English, so you always know how each decision affects the business and shareholders. 

Getting in touch

Jon Dodge

Jon Dodge

  • Partner
  • Corporate Finance, Forensic Services
  • Norwich

Matt Field

Matt Field

  • Senior Manager
  • Corporate Finance
  • Norwich

Dave Howes

Dave Howes

  • Partner
  • Corporate Finance
  • Norwich

Tony Longman

Tony Longman

  • Director
  • Corporate Finance
  • Norwich