EOT Feasibility Report
A clear roadmap for business owners ready to secure their future and their team’s success through employee ownership.
Understanding Your Path To Employee Ownership
An Employee Ownership Trust (EOT) is an exciting, tax-efficient way for business owners to transition ownership to their employees, ensuring long-term stability and preserving the legacy of the business. However, before making this significant move, it’s essential to fully understand the feasibility of an EOT for your company. That’s where our EOT Feasibility Report comes in.
What is an EOT Feasibility Report?
An EOT Feasibility Report is our detailed business review and analysis designed to help business owners assess the suitability of transitioning to an Employee Ownership Trust. The report provides critical insights into whether your business qualifies for the significant tax benefits associated with EOTs, how the transition might impact your company’s structure, and the potential financial and operational implications.
Key elements included In Our Reports
Business
Valuation
A indicative assessment of your company’s value to provide an initial sense of its worth. A detailed valuation will be required at a later stage.
Ownership Structure Analysis
How an EOT transition would affect the existing ownership with conversations around future shareholding structure.
Employee
Impact
Considerations on how employee ownership might change the company culture and day-to-day operations.
Tax Benefits & Funding Options
An evaluation of the tax incentives available, including zero capital gains tax for business owners selling a controlling interest to an EOT.
We value your interest in employee ownership and are here to support you on your EOT journey. If you have any questions, need guidance, or simply wish to share your EOT experience or insights, we would love to hear from you. Please complete the contact form with your details and message. Whether you're confidential seeking advice, looking to contribute to our insights section, or just want to connect, reach out today and let's make employee ownership work for you.
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