Talk to the Employee Ownership Experts

Transitioning to Employee Ownership? Don’t Go It Alone. Selling your business to an Employee Ownership Trust (EOT) can be one of the most rewarding — and tax-efficient — ways to exit. But make no mistake: an EOT transaction is not a DIY project. From legal structuring and valuation to employee communication and trustee appointments, the process is complex, sensitive, and highly technical. Getting the right outcome — for you, your business, and your employees — depends on work

Transitioning to employee ownership is about more than tax incentives and a smooth succession plan. For many business owners, it's a strategic decision that creates long-term value — not just for the seller, but for the employees, the business, and the legacy they leave behind. When implemented properly, an Employee Ownership Trust (EOT) can offer sustainable success for decades to come. 1. Business Continuity and Legacy Protection Many business owners worry about what happen

Why Share Case Studies? Employee Ownership Trusts (EOTs) are an increasingly popular exit route for UK business owners — especially those who want to preserve their legacy, protect their team, and take advantage of full Capital Gains Tax relief. But how does it work in real life? Below, we share a selection of successful EOT transitions across different sectors to highlight how flexible and impactful this model can be when handled properly. Union Industries – high-speed doors

An Employee Ownership Trust (EOT) is a UK government-endorsed model that enables business owners to transfer a controlling interest in their company to a trust established for the benefit of all employees. This structure offers a tax-efficient succession plan while fostering a culture of shared ownership and engagement. What Is an EOT? An EOT is a trust that holds a controlling stake (more than 50%) in a company on behalf of its employees. Unlike direct share ownership, emplo

The landscape of business ownership is shifting. As more founders seek succession strategies that protect their legacy, and employees demand meaningful engagement and security, employee ownership is rising as a sustainable, people-centric solution. At EOT.co.uk, we believe employee ownership will become a defining business model of the next decade. 1. Rising Popularity of the Employee Ownership Trust (EOT) Since its introduction in 2014, the EOT has grown rapidly in appeal. W

Transitioning to an Employee Ownership Trust (EOT) is one of the most powerful decisions a business owner can make. Done right, it secures the legacy of the business, rewards the people who helped build it, and creates long-term resilience through employee engagement and shared purpose. But here's the challenge: change breeds uncertainty. For employees, the shift to a new ownership model—especially one they may not fully understand—can create questions, doubts, and resistance

Transitioning to employee ownership through an Employee Ownership Trust (EOT) is more than a legal or financial decision—it’s a cultural shift. For business owners planning this move, how and when you introduce the concept to your team can shape the long-term success of the transition. Handled well, it inspires trust, boosts morale, and creates genuine buy-in. Done poorly, it can cause confusion, anxiety, or even resistance. This article shares practical steps and best practi

How to finance an Employee Ownership Trust (EOT) transition successfully Transitioning to employee ownership through an Employee Ownership Trust (EOT) is an increasingly popular succession route for UK business owners. It provides a tax-efficient exit, preserves the company’s legacy, and rewards the workforce — but as with any business sale, funding the transaction is a critical consideration. Let's explore the main EOT funding options , the pros and cons of each, and how to

Employee Ownership Trusts (EOTs) are transforming the way businesses are owned and run in the UK. For employees, becoming part of an EOT-owned company can feel exciting—but it also raises a lot of questions. If your company has recently transitioned to employee ownership, or you’re part of a team exploring the idea, this guide is for you. We’ll explain what it means to be part of an EOT, how your role might evolve, and why employee ownership can be a powerful step forward for

Building trust, alignment, and long-term success through employee ownership. Transitioning to employee ownership is a powerful way to protect your legacy, reward your team, and ensure long-term business continuity. But the success of an Employee Ownership Trust (EOT) doesn’t end with the legal transfer—it depends on how fairly and transparently the ownership structure is communicated and managed. At EOT.co.uk , we support business owners across the UK in designing ownership m

Over the past decade, Employee Ownership Trusts (EOTs) have moved from niche succession planning tools to one of the most popular exit strategies for UK business owners. From professional services firms to manufacturing, retail to engineering, a growing number of entrepreneurs are turning to employee ownership — not just to secure a tax-efficient sale, but to protect their company’s legacy and reward loyal employees. But what’s behind this rise in popularity? And why are EOT

The Employee Ownership Trust (EOT) has grown in popularity as a succession solution — particularly among business owners looking to exit while preserving their legacy and rewarding their team. But with growth comes confusion, and we often hear the same myths repeated during initial conversations with shareholders. At EOT.co.uk , we believe in cutting through the noise. Below, we separate fact from fiction to help you understand what the EOT model really offers — and what it

Employee Ownership Trusts (EOTs) have gained prominence in the UK as a means for business owners to transition ownership to their employees, fostering a culture of shared responsibility and engagement. One notable advantage of employee owned businesses is the provision for companies to distribute tax-free bonuses to employees. Understanding the specifics of this benefit is crucial for businesses considering or operating under an EOT structure. The Tax-Free Bonus Explained Und

Employee Ownership Trusts (EOTs) have become an increasingly popular way for business owners to transition ownership while securing the future of their company. However, the success of an EOT hinges on selecting the right trustees to oversee the business’s long-term success. Choosing the right leadership team ensures stability, protects employees’ interests, and maintains strong business performance. In this article, we explore the key qualities and considerations when select

Understanding Employee Ownership Trusts (EOTs) Employee Ownership Trusts (EOTs) have gained significant traction in the UK as a strategic alternative to traditional business sales. Introduced in 2014, EOTs enable business owners to transfer ownership to employees via a trust, ensuring continuity, stability, and a strong workplace culture. While tax efficiencies and long-term business security are well-documented benefits, one of the most compelling advantages of EOTs is their

Selling a business can be a complex decision, particularly for owners who want to ensure its longevity and the well-being of its employees. Enter Employee Ownership Trusts (EOTs)—a transformative option that allows businesses to transfer ownership to employees while fostering long-term sustainability. For business owners considering their next move, understanding the benefits of EOTs can unlock opportunities for growth, stability, and legacy preservation. What is an Employee

Transitioning to an Employee Ownership Trust (EOT) is an increasingly popular route for business owners looking to reward employees, preserve their legacy, and ensure a smooth ownership transfer. But moving to an EOT isn’t an overnight decision—it requires careful planning and execution. Here’s a guide to help you prepare for a successful transition. Months 1-3: Laying the Foundation 1. Understand the EOT Structure: Familiarise yourself with how an EOT works, including its le

Employee Ownership Trusts (EOTs) have gained significant popularity in recent years as a compelling option for business owners considering succession planning. An EOT could empower your employees, ensure the continuity of your business, and often enjoy tax advantages. But is your business suitable for this model? Below, we’ll explore the key criteria that make a business an ideal candidate for an EOT. 1. Strong Financial Performance A business transitioning to an EOT must hav

Employee Ownership Trusts are a unique approach to business ownership

Selling your business can be both an emotional and financial challenge. For many entrepreneurs, the thought of parting ways with the company they built often comes with the additional stress of navigating complex tax implications. However, there is a growing solution for business owners in the UK looking to exit their businesses tax-efficiently while ensuring long-term sustainability for employees—a sale to an Employee Ownership Trust (EOT). Here’s everything you need to know