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…

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,…

The business I sold a majority of to an EOT was Ovation Finance, a financial planning firm. When a client receives financial advice, a basic requirement is that the advice…