How To Prevent EOT Problems
Posted on 26th July 2022
I recently heard an accountant expressing concern about Employee Ownership Trusts (EOTs). He had helped several clients sell to an EOT, but felt that they had not worked out particularly…
The Most Common Independent Trustee Mistakes
Posted on 9th May 2022
When a company is sold to an Employee Ownership Trust (EOT), a new trustee body is created. This is creating a need for a new role in businesses – the…
EOTs Are The Future – The Latest EOT Statistics
Posted on 24th February 2022
When I sold a majority of my business (financial planning firm Ovation Finance Ltd) to an Employee Ownership Trust (EOT) in 2018, there were around to 220 EOTs in existence…
When Skin In The Game Goes Wrong
Posted on 17th February 2022
What happens when you separate leadership from ownership In first-generation privately-owned businesses, the people who run the company are invariably the people who own the company. As a business grows,…
Chris Jordan, Director
Heron House Financial Management
Perry Kerr, Owner
Bristol Business Centre
Polly Grinnell, Managing Director
Double Retail
Saran Allott-Davey, Director
Heron House Financial Management
Owner of a business currently working towards employee ownership
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