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.

• 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.

• 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.

EOT basics

• How does an EOT work? – Discover how Employee Ownership Trusts (EOTs) work, covering ownership transfer, leadership roles, valuation, tax benefits, and rewards for employees.
• 10 EOT Essentials Handbook – A guide for founders of small businesses considering an Employee Ownership Trust.
• 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.
• Understanding EOT legal documents – A lay person explanation of the legal documents for an EOT sale.
• Ultimate guide to the participator ratio – Explains the 40% threshold, who counts as a participator or employee, and how complex situations affect eligibility.

Tools & calculators

• EOT explorer – Discover whether an EOT is a viable path for your business.
• EOT affordibility 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.
• CGT calculator – Calculate the Capital Gains Tax on your EOT sale, when it will be payable, and how much you'll save compared to a non-EOT sale.
• Employee trustee voting tool – Help your team choose their employee representative on the EOT board with our easy-to-use voting tool.
• EOT Portal – Manage your EOT sale in one place – track progress, upload documents, and complete tasks.

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.
• Understanding EOT sale costs – The main areas of expenditure you should expect in an EOT transaction.
• Approximate valuation for my business – If you’re starting to think about exiting your business, a key question is “What’s my business worth?”

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
• Cautionary & celebratory tales – Read our stories of transformation and discover how the transition to EO can go incredibly well... or incredibly badly.

Go EO pathway

• Our EOT sale process – The legals, the financials, the tax, the lot.
• Do you need support beyond the tax and legals in an EOT sale? – Many founders benefit from extra support with the transition.