EOT adviser in Swadlincote, Derbyshire

Helen Moreton – Boombox Consulting

Helen Moreton is an experienced leadership coach and adviser with a particular focus on employee ownership. Working with leaders, teams and organisations, Helen combines deep coaching expertise with a practical understanding of what it takes to build a thriving employee owned business. Her skills range from developing governance structures that hold it all together, to the culture that makes it work day to day.

EOT expertise

Helen holds a number of high-profile Non-Executive Director, Chair of Trust Board, and Chair of Co-owner Council positions within the employee ownership sector. This hands-on involvement gives her a grounded, practical perspective on the realities of EO governance: what works well; what needs attention; and how to help leadership teams step confidently into their new roles post-transition.

Qualifications and experience

Helen holds the PCC accreditation with the International Coaching Federation and the Graduate Award in Master Coaching (MCGI). She is also a qualified NLP Practitioner and Barefoot Trained Coach. Alongside her client work, Helen supervises coaches in practice, delivers CPD sessions and supports the development of coaching propositions in organisational settings.

How Helen works with Go EO

Helen works alongside Go EO to help businesses to navigate the ‘human’ side of an EOT transition. Go EO manages the technical parts - valuation, legal documentation, tax clearance and trust registration. Helen's contribution sits around coaching leaders, strengthening governance, and helping employee-owned businesses build the culture and accountability structures that allow them to thrive.

What is an Employee Ownership Trust?

An Employee Ownership Trust (EOT) is a way for a business owner to sell their company to their people. The founder's shares transfer to a trust, held collectively on behalf of the workforce. The business repays the founder over time from future profits. Employees benefit in the form of profit sharing, directly gaining from the success they help to create.

For many founders, this has a strong appeal. You are making sure the people who helped build the business are rewarded.

Why sell your business to an EOT?

Rather than selling to an external buyer whose priorities may differ from your own, an EOT keeps the business in the hands of the people who know it best. Employees become invested in the future success of the organisation in the most literal sense. It's an exit that feels good, because it is good: for your people, for your business, and for you.

It's also worth noting the financial case: up to 50% of qualifying EOT sale proceeds may be free from Capital Gains Tax, subject to HMRC criteria.