What we do
We help business owners (like you) sell your shares to an Employee Ownership Trust. We deal with every part of your EOT transition:
- Full project management of the EOT sale
- Valuation and payment plan
- Liaising with HMRC and Companies House
- Creating formal sale documents
- Setting up the Trust
Our pricing is fully transparent and our service is provided by people who’ve been in your shoes.
What is an EOT?
An Employee Ownership Trust (EOT) is a way to exit your business.
You sell your shares to the trust, which pays you over time from profits, with staff benefitting from any excess. The company stays independent; you get a fair market value sale.
Plus there's zero Capital Gains Tax (CGT), subject to meeting criteria. Stamp duty is payable at 0.5% of the sale price.
Is an EOT right for your business?
Try our free EOT Explorer. It only takes a few minutes to complete; no contact details required. You’ll get a personalised insight into:
- Indicative business valuation
- How and when you’ll get paid
- Whether you qualify for EOT tax perks
- Whether you’re mentally ready to sell