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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.
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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.
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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.
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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.
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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.
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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.
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.