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.

External communications pack – to communicate with external stakeholders

Internal communications pack – to communicate with your team

Monitoring performance after sale – create a KPI dashboard

Future compliance pack – know what is due when after the transaction

Ongoing 12 month email support – for those questions that will come up. 48 hour response time

New role packs – know what the requirements of the new roles are

FAQs – before, during and after

Staff rewards based on seniority / length of service – calculation and methodology

Future business sale – drag and tag rights built into the sales agreements

The day-after management pack – practical aspects of running the new structure day-to-day

Financing the payments – analysis and options of how the payments can be taken

Step plan – know the details of each step of the transaction after HMRC have approved clearance

Tax analysis – know the tax impact at each phase

Valuation report – detailed report on how the valuation has been derived

Overall timeline and timeframe – bespoke time frame for delivery

Kick off call – set the expectations and start the information gathering process

HMRC risk – we manage HMRC and get their approval that the transaction qualifies for tax relief

Managing the process – we manage all third parties in the process, you just have a single point of contact – us.

DocuSign day – schedule document signing session to explain each document and ensure they are executed correctly

Post sale management training – if your team need to brush up on their skills we can offer discounted access to world-class training programs

Securing the cash stream with insurance – introduction to specialist insurers so future payment steams can be secured

Financial planning – introduction to specialist financial planners to generate the best returns on your tax-free proceeds

Inheritance tax pre-planning for the transaction, potential to save £100,000’s of IHT with pro-active planning

Several drawings of blueprints
Senior businesswoman working together with young business people office

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