Implementation stages
- Initial eligibility assessment and business valuation
- HMRC clearance application, where appropriate
- EOT structure setup and legal documentation
- Employee communication and engagement
- Completion and funds transfer
EOT decision guide
How to Set Up an Employee Ownership Trust
A structured implementation coordinates tax, valuation, legal documentation and employee communication.
A structured transition
An Employee Ownership Trust can provide a defined route to succession, with the timing and completion depending on your business, valuation, funding and legal requirements.