Employee Ownership Trust (EOT)

Innovative Solutions for Employee-Led Futures

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We deliver customized support to make Employee Ownership Trusts (EOTs) a reality for your business. Our team combines deep expertise in tax, legal, and financial planning to create tailored solutions that align with your goals. From feasibility assessments to implementation, we ensure a seamless process, empowering your employees and securing your legacy. We provide expert tax and accounting services to both the business owner that is selling to an EOT, as well as to the EOT that will be acquiring a controlling share of an operating business for the benefit of the employee beneficiaries.

Our EOT services include:

For the Business Owner considering selling to an EOT:

Tax Advisory related to the $10,000,000 capital gains exemption that may be available to the seller, and related to any sale structuring to ensure that the seller achieves a tax-efficient result
Tax Compliance including the preparation of the necessary tax returns to report the sale and claim the $10,000,000 capital gains exemption, where applicable
Business Valuation

For the EOT purchasing a business:

Tax Compliance for both the EOT (Trust Tax Return Preparation and Filing) and the business being acquired by the EOT (Corporate Tax Return Preparation and Filing)
Accounting and/or Assurance Services required for the preparation of the annual financial statements for both the EOT and the business being acquired by the EOT
Tax Advisory services related to the purchase and finance structuring to ensure that the structure is created in a tax-efficient manner for the future benefit of the EOT and its employee beneficiaries
Business Valuation

For the Business Owner considering selling to an EOT:

Tax Advisory related to the $10,000,000 capital gains exemption that may be available to the seller, and related to any sale structuring to ensure that the seller achieves a tax-efficient result
Tax Compliance including the preparation of the necessary tax returns to report the sale and claim the $10,000,000 capital gains exemption, where applicable
Business Valuation

For the EOT purchasing a business:

Tax Compliance for both the EOT (Trust Tax Return Preparation and Filing) and the business being acquired by the EOT (Corporate Tax Return Preparation and Filing)
Accounting and/or Assurance Services required for the preparation of the annual financial statements for both the EOT and the business being acquired by the EOT
Tax Advisory services related to the purchase and finance structuring to ensure that the structure is created in a tax-efficient manner for the future benefit of the EOT and its employee beneficiaries
Business Valuation