Our Employee Ownership Trust Blueprint
The EOT is a big step to take and can seem complex and daunting. Don’t worry, we provide everything below at the right times to get you through the transaction from start to finish to the next 12 months seamlessly, getting you to your dream outcome with certainty.
What’s Included in Your EOT Support Package
External Communications Pack
Clear, concise messaging to keep your external stakeholders informed and aligned with the transition process.
Internal Communications Pack
Ensure your team is fully briefed with consistent messaging, helping them understand what’s happening and why.
Monitoring Performance After Sale
We’ll help you set up a custom KPI dashboard to track business performance and spot trends early.
Future Compliance Pack
A tailored schedule of compliance deadlines so nothing falls through the cracks after the transaction completes.
Ongoing 12-Month Email Support
Ask us anything, any time. We’ll respond within 48 hours to help with those post-sale questions.
New Role Packs
Detailed guides for each new role, outlining responsibilities and expectations in the new structure.
FAQs – Before, During and After
A comprehensive list of frequently asked questions to support decision-making throughout the process.
Staff Rewards Methodology
We’ll help design a reward system based on seniority and length of service, with a transparent calculation method.
Future Business Sale Provisions
Drag and tag rights are built into the agreements to make any future sale simpler and fairer for all.
Day-After Management Pack
A practical guide for running the business from day one under the new structure – no surprises, just clarity.
Financing the Payments
Detailed analysis of the payment options available, helping you decide what works best financially and practically.
Step Plan After HMRC Clearance
Once we have clearance, we provide a step-by-step breakdown of the transaction from start to finish.
Tax Impact Analysis
Know the tax consequences at each stage of the process – no guesswork, just solid guidance.
Valuation Report
A full breakdown of how your business value was calculated, with supporting rationale and methodology.
Timeline and Timeframe
We’ll provide a bespoke schedule that suits your business and ensures smooth delivery from start to finish.
Kick-Off Call
We’ll set expectations, outline the next steps, and begin collecting the information we need.
Managing HMRC Risk
We handle all communications with HMRC and secure formal approval to ensure tax relief eligibility.
Managing the Process
We coordinate all third parties and handle the admin – your only point of contact is us.
DocuSign Day
We host a signing session to explain every document and ensure everything is executed correctly.
Post-Sale Management Training
Access world-class training programmes at a discount – perfect if your team need to upskill post-sale.
Securing the Cash Stream with Insurance
We can introduce you to insurers who specialise in securing future payment streams for peace of mind.
Financial Planning Support
Get introduced to expert financial planners who can help you make the most of your tax-free proceeds.
Inheritance Tax Pre-Planning
With the right planning, you could save hundreds of thousands in IHT – we’ll show you how.
Take our 5 minute test to see if you are ready for an Employee Ownership Trust
Take our test to see if you are ready for an exit via an EOT and then book a call to talk through the next steps.