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
Take our 5 minute test to see if you are ready for an EOT
Unlock your potential for exceptional opportunities with a quick evaluation!
