EOT decision guide

    EOT Eligibility and Readiness

    Eligibility and commercial readiness need to be considered before valuation, funding and legal implementation.

    What we look for

    • Profitable UK trading company
    • Strong management team in place
    • Business can operate without day-to-day owner involvement
    • Employees committed to the business success
    • Clear business processes and systems
    • Strong market position and customer base

    First stage

    Initial eligibility assessment and business valuation

    Explore Employee Ownership TrustsUnderstand the CGT position