Everything you need to become successfully employee owned
Introducing employee ownership is a transition not a transaction. We support you through every step, bringing in lawyers and accountants when required. We specialise in Employee Ownership Trusts (EOTs).
Where are you on your EO Journey?
Is EO right for me and my business?
We help you work out if an EOT will meet your goals, including sale value, safe succession, protecting your team and securing an independent future.
Show me moreHelp me introduce EO to my business
We offer a comprehensive one-stop-shop support package that transitions you safely and confidently into EOT ownership.
Show me moreGet my leadership team ready
We train senior teams to lead EOT-owned businesses from Day 1, work with Trustees, inspire owner teams, and leverage EO to enhance business performance.
Show me moreIs EO right for me and my business?
This is a big decision. We help you work out if an EOT will meet your goals, including sale value, safe succession, protecting your team and securing an independent future.
We explain how you control the process and any complications can be addressed. We share our experience of the selling owner’s journey (we’ve been there ourselves and helped hundreds of others work this out).
Feasibility assessment
To ensure an EOT is right for you, we do a feasibility assessment that reviews your target valuation, financials, senior management readiness, cultural fit and personal succession plan.
See the Book
If you want to do more reading and exploring, read the Book. The Eternal Business book was written to help spread the word about employee ownership.You can access Chapter 1 for free.
See the Programme
If you prefer to self-support, you can get a taster of our online Programme. The mini-Programme is designed for owners at the start of their journey, designed to see if EOT is right for you.
Help me introduce EO
We offer a comprehensive one-stop-shop support package that will see you safely through to a successful transition.
We make this process as easy as possible for you, designing it around your availability and target timescale, and managing all the moving parts for you:
EOT design
Together we design how the EOT model will be set up and rolled out to suit your business
Red flag review
Up-front technical review with lawyers and accountants to flag risks or complications
Phased engagement
Clear plan to secure buy-in from key individuals, senior management and whole team
Independant valuation
Our accountant partners complete an independent valuation
HMRC clearance
Our accountant partners secure transaction clearance from HMRC
Legal support
Our trusted lawyer leads on legal drafting through to completing transaction
Announcement Day
Best practice communications to tell whole business, suppliers, customers and media
Trustee preparation
Specialist support for Trustee (and possibly Employee Council) selection and training
Business readiness
Training to ensure your senior team are confident leading an EOT-owned business
Let’s speak
Every transition is different. Every owner is different. We design our support package bespoke to you and your business.
See the Programme
Our online Programme offers dozens of lessons to complement in-person support or guide you independently through the entire process.
All of your EO needs met
Changing your ownership model can get complicated. We make it easier by acting as a single point of management for the whole process. Additional elements can include:
- Senior reward design (including EMI share schemes)
- Independent financial advisory for individual sellers
- Detailed financial forecast modelling to demonstrate affordability
- Bringing in capital providers who understand the model
- Recruiting your first Independent Trustee
- Introducing owner and/or trustee insurance
- Help to establish operating Board structures if absent
- Support to capture your company’s existing cultural Flag
Our trusted lawyer
Finding the right lawyer is vital and easy to get wrong. We work with the same trusted individual on all our transitions: Christian Wilson of Spencer West LLP is one of a handful of nationally renowned EOT specialist who has completed dozens of EOT transactions.
Get my leadership team EO-ready
Often new EOT-owned businesses struggle in Years 1-3 because no support was put in place at transaction to ensure the team in charge fully understands their new model.
Your senior team needs to be confident to lead an EOT-owned business from Day 1. We train them to work with Trustees, lead a team of owners and use EO to drive business performance.
The most significant driver of successful EO is how a leadership team makes ownership real in the business. Our support helps prepare senior managers for the change EOTs can bring and how to make the most of the new EOT model, including:
- understand clearly what their role in making EO a success
- understand the role of Trustees and how they can impact operational decision-making
- know what effective Trustee-Operating Board relationships look like
- know how EO can drive company performance and where to focus
- anticipate how colleagues may react across the business and start to build owner mindset
Let’s speak
We design our leadership support to ensure you feel confident on how to get the most out of your EO model.
