EOT adviser in Bournemouth

Andy Brown – 3D FD

Andy Brown is a Chartered Director and Fellow of the ACCA with extensive experience supporting business owners and leaders across the finance, digital, retail, healthcare and the charity sectors. Working as a Finance Director and fractional CFO, Andy brings hands-on strategic and financial expertise to the businesses he works with, including those exploring or undergoing a transition to an Employee Ownership Trust.

EOT transition expertise

Andy has supported businesses at various stages of the EOT journey, from early exploration through to completion. As Finance Director at Salad, he played a central role in their transition to a 100% EOT in April 2021. He is also an independent trustee, on Coda Communication’s EOT board. Go EO supported Andy and Coda with the EOT transaction at the end of 2024.

Qualifications and expertise

Andy holds Chartered Director status with the Institute of Directors (CDir) and is a Fellow of the Association of Chartered Certified Accountants (FCCA). His broad sector experience means he is well placed to support business owners in a range of industries considering an EOT.

How Andy works with Go EO

Andy works in partnership with Go EO on EOT transactions. Go EO handles the technical side of the sale, including valuation, legal documentation, tax clearance and trust registration. Andy's role is the broader transition: advising the founder, supporting the business through the change, and in some cases serving as an independent trustee post-completion.

Why use an EOT adviser?

Transitioning to an EOT involves financial, legal, tax and governance considerations that go beyond the transaction itself. An experienced EOT adviser helps business owners understand whether employee ownership is right for them, prepare the business for transition, and navigate the broader strategic and cultural changes that come with handing over to an employee-owned structure.

What is an Employee Ownership Trust?

An Employee Ownership Trust (EOT) is a way for a business owner to sell their company to their employees. Rather than selling to a trade buyer or private equity, the founder sells their shares to a trust, which holds them on behalf of the current employees. The employees do not pay for the shares personally; the business repays the founder from future profits. It’s a way for a company to retain its independence and culture.