Know EO

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.
Introduction to EOTs video – Learn how EOTs work, how they are funded and whether they are the right fit 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?
Ownership vs leadership – Which should change first in an EOT?
EOT myths: busted – Blowing the lid off employee ownership misconceptions.

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.

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?”

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.
Ultimate guide to profit share in an EOT – A full breakdown of how the profit share can be split, plus, payroll, tax and timings and other considerations.

Software Company – DataSalon
Video Content Production Company – Second Sight
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.

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.
EOT Portal – Manage your EOT sale in one place – track progress, upload documents, and complete tasks.