Employee ownership

As a business owner, you've worked hard to build a successful business. You're now ready to exit, but you want to do so in a way that protects your emotional legacy as well as providing  a reasonable return on your investment.

Employee ownership is a unique exit option that allows you to achieve both of these goals. By selling your business to an employee ownership trust (EOT), you can pass on your business to your employees, while also ensuring that the business continues to operate independently and remains in the local community.

I have led as Chair the setting up of three different trusts and was the first Chair of Trustees for a business that I guided to exit and Employee Ownership

A few tips from experience

Critical to the successful transition to a trust is, in my view, getting the messaging and culture right.  Two key tips are to communicate to staff that

To reenforce that further.  For an employee ownership trust to work properly as more than a tax saving mechanism the business needs an appropriate culture before legal transition. There must already be good employee engagement and a clear ethos beyond purely making money for the owners.  And on the obverse, it will be difficult to transition to an employee trust where the business has a highly hierarchical, make money for the owner culture.

I am now available to guide you and facilitate your successful exit

I have many years of experience guiding clients as they exit their business. I can help you to:

I am committed to helping business owners exit their businesses through employee ownership in a way that is beneficial for everyone involved. I have a deep understanding of the process and the challenges that business owners face, and I am here to support you every step of the way. I am confident that I can add significant value to your employee ownership journey.