What is an EOT?

An Employee Ownership Trust offers you a way to step back from your business and protect your legacy. It allows you to realise fair value for your business while protecting the team, culture, and brand you’ve built.

And the additional Capital Gains Tax relief makes an EOT sale one of the most tax-efficient exit routes available.

With an EOT, you sell to a trust that holds shares on behalf of all employees. The trust repays you over time from company profits. Your business remains independent, your team shares in future success, and you exit on your terms.

How does an EOT compare to other exit routes?

Download our free EOT handbook

Is an EOT right for your business?

Try our free EOT Explorer. It only takes a few minutes to complete (and no contact details are required). It provides a useful starting point for adviser–client conversations, offering insight into:

  • Indicative business valuation
  • Repayment schedule 
  • Eligibility for EOT tax reliefs
  • Founder readiness for this exit route

Find out if my business is suitable

Who we help

We work in partnership with business advisers and other professionals to help you sell your business to an Employee Ownership Trust. We have the experience and expertise to take care of all the technical aspects of the EOT sale.

We typically support businesses with 5–50 employees and valuations of up to £5m. Our approach is structured, transparent, and designed to make the transition to employee ownership as smooth and straightforward as possible.

Read about our clients