Exit Planning

Recent posts

The Most Common Independent Trustee Mistakes

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…

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EOTs Are The Future – The Latest EOT Statistics

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…

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When Skin In The Game Goes Wrong

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,…

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