Know EO

• EOT basics

  See the big picture and drill down to the finer details. Get to grips with how EOTs work and what they would mean for you and your business.

• Trustees & governance

  How do the power dynamics work in an EOT? What makes a good trustee? Dig into the legal and practical side of how EOTs are structured.

• Financials

  Make sense of tax, funding, valuations and other practical money matters behind EOTs. Discover what it all means for founders, employees, and the business.

• EOT case studies

  Employee ownership comes in all sorts of shapes and sizes. Read stories from some of the businesses we've helped make the switch.

• Go EO pathway

  What does an EOT transition look like with us? Delve into our pricing, process, practical support, and more.

• Tools & calculators

  Smart, free, and surprisingly helpful. These tools help you crunch numbers, test ideas, and see if an EOT could really work for you and your business.

EOT basics

• Employee Ownership Trusts 101 – Heard of EOTs? Wondering how they work? Thinking about employee ownership as an option for your business?
• EOT eligibility: what you need to know – Here’s how to make sense of the rules.
• EOT vs other exit plans – How does an EOT stack up against other common exit strategies?
• EOT myths: busted – Blowing the lid off employee ownership misconceptions.

Trustees & governance

• Trustees in an EOT – What is a trustee and why they matter.
• Trustee job description – A practical guide to different EOT trustees’ roles.

Financials

• Funding an Employee Ownership Trust – Where does the money come from to pay you?
• EOT funding in action – A real-life example of how the finances work in an EOT sale.
• Understanding our business valuations – How we calculate the sale price.

EOT case studies

• Marketing agency – Coda Communications Ltd
• Funeral directors – Kingfisher Independent Funeral Services
• Film production company – The Film Farmers
• Care provider – Everycare (Central Hants) Ltd
• Copywriting / marketing agency – A Thousand Monkeys
• Finance solutions company – Plus Finance
• Retail jewellers – Klimek Jewellers
• Promotional material company – Genesis UK.com

Go EO pathway

• Our EOT sale process – The legals, the financials, the tax, the lot.
• EOT explorer: with guide – Dig deeper. Ask questions. Talk to a founder who’s done it themselves.
• Our EOT pricing – Build your EOT transition plan with our transparent pricing model.

Tools & calculators

• EOT explorer – Discover whether an EOT is a viable path for your business.
• EOT valuation tool – Get an indication of your sale price and payment timeline.
• EOT eligibility checker – Find out if your business is EOT ready in under five minutes.