Employees Ownership Trusts (EOT)

We offer a free initial meeting to discuss your options for transitioning to employee ownership and provide you with clear, practical advice tailored to your circumstances.

Many business owners in Nottingham and the surrounding areas have worked hard to build a successful company and want to secure its long-term future. For many, selling to an Employee Ownership Trust offers the ideal solution: it rewards your employees, preserves your legacy, and provides a fair exit route without the disruption of a trade sale.

The process, however, can seem complex, involving legal, tax, and financial considerations. Fortunately, you don’t need to be an expert in these areas – you just need the right guidance. That’s where we come in.

We can help. Just bring us your business goals and succession plans, and we’ll guide you through every stage of establishing an EOT.

We will help you to:

• understand how Employee Ownership Trusts work and whether they are the right fit for your business
• assess the tax reliefs available and ensure the transaction is structured as efficiently as possible
• value your business and agree a fair sale price to the trust
• design the financing arrangements to fund the purchase
• draft and manage the legal documentation required for the EOT structure
• establish the trust and set up governance procedures to protect employees’ interests
• liaise with HMRC and ensure all reporting obligations are met
• plan for a smooth transition in management and ownership
• provide ongoing support with compliance, trust administration, and employee communications

With our expert guidance, you can secure the future of your business, reward your team, and step back with confidence.