Owner’s preparation

Recent posts

How To Prevent EOT Problems

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…

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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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