EOT decision guide

    EOT Valuation and Funding

    The structure and timing of an EOT transition depend on the business, valuation, funding and legal requirements.

    Start with assessment and valuation

    Initial eligibility assessment and business valuation

    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.

    Plan the transition

    • EOT structure setup and legal documentation
    • Employee communication and engagement
    • Completion and funds transfer
    Explore Employee Ownership TrustsHow to set up an EOT