Partnering with Go EO gives you the confidence to advise on and deliver EOT sales. We work seamlessly alongside you, taking care of the nuts and bolts of the sale while you focus on your client relationship. You remain the trusted adviser who knows the business and the people behind it; and you stay at the heart of the relationship, with our specialist EOT support behind you.
Our track record
- £55,000,000 of business value transitioned via EOTs.
- More than 500 employee owners created.
- Over 30 EOT transitions completed.
Our offering is most suited to businesses turning over £500k to £5m, typically with 5 to 50 employees and valuations up to £5m.
Responsive and helpful
There are two strands to our partner support – human touch and technology. We’re available when questions come up and happy to talk things through, whether you’re checking a technicality or working through the details of a live transaction.
Alongside that, we’ve developed tools and resources that support your business, helping you explain EOTs clearly and keep everyone aligned as the transaction progresses.
Complete visibility through technology
Our bespoke client portal tracks every stage of the EOT sale. Upload documents, track progress, and see exactly where the transaction sits at any point in time. You have full access. Your client has full access. Complete transparency means you stay in control. The portal helps keeps the process moving forward.
Focused on straightforward transactions
Our approach is to offer a route based on proven best practices and sensible decisions. This includes things like using tried-and-tested legal templates, and offering a simple, balanced structure for the Trust board. Less complexity means lower costs, shorter timelines and a faster process.
Partnership resources
We provide advisers with practical resources you can use before, during, and after an EOT sale. These include tools and materials designed to support your conversations with clients and make EOTs easier to explain and deliver:
- White-labelled EOT Explorer. Use with clients to assess suitability and set expectations early.
- Co-branded or white-label information materials. Supports client education and decision-making.
- Template documents and standardised processes. Keep the transaction moving quickly.