EOT decision guide

    What Happens After an EOT Sale?

    Completion begins the employee-owned phase of the business rather than ending the succession process.

    Business continuity

    Ensure your business legacy continues with the team that helped build it.

    Transform your employees into motivated owners who are invested in the business success.

    Remember the held-over gain

    The held-over 50% is deducted from the trustees' acquisition cost (their base cost). It can therefore come back into charge on a later disposal or deemed disposal of the shares by the trustees.

    Keep the transition active

    • Employee communication and engagement
    • Completion and funds transfer
    • Clear business processes and systems