Smooth succession with employee ownership trusts
Transitioning your business to an Employee Ownership Trust (EOT) is an attractive, tax‑efficient succession option for business owners. It allows for a smoother, less disruptive exit compared to traditional methods while preserving the company’s culture and values. Our specialist 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 trust, benefiting all stakeholders involved.
Support for a successful business transition
An Employee Ownership Trust transaction provides an effective route for business owners looking to exit while benefiting from favourable tax treatment and supporting the continued success of their business. Our approach brings together share valuation, tax advice and financial modelling to support a smooth and well‑planned process. We collaborate with your legal and business advisers to ensure an efficient, joined‑up approach and, where needed, help assess appropriate financing options. Our team guides you through each stage, making the transition to employee ownership clear and straightforward.
Valuation and financial modelling
We deliver independent share valuations to establish a fair market value and support your Employee Ownership Trust valuation requirements. Our financial modelling explores affordability, repayment timelines and future performance, giving stakeholders clarity and confidence throughout the transition process.
Tax planning and structuring
Our team advises on the tax implications of transitioning to employee ownership, helping you navigate employee ownership trust tax considerations with confidence. Working closely with your legal advisers, we ensure the transaction is structured efficiently and in line with relevant requirements.
Financing support
We help assess suitable funding options to support the transaction, providing guidance on Employee Ownership Trust finance in a way that aligns with the business’s long‑term plans. Our involvement ensures funding considerations are understood early and approached with clarity.
Transition and succession guidance
We provide practical support throughout the process to ensure a smooth transition to an Employee Ownership Trust, working collaboratively with your legal and business advisers. Our guidance helps maintain clarity, momentum and alignment across all parties involved.
