Employee Ownership Trusts

Tax Efficient and Effective Succession Planning

The Curious Guys work with specialists to broker access to Employee Ownership Trusts (EOT). An EOT allows qualifying companies to be owned by a trust for the benefit of the employees.

What are EOTs?

Employee Ownership Trusts are both beneficial for the current shareholders and/or Business Owners looking for a tax-efficient and effective exit strategy.

How it Works

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  • Valuation

    Either your accountant or your EOT partners can prepare a valuation report for the company.

  • Sourcing Finance

    It is likely that the trust will not have adequate funds to complete a deal without external financing. Our EOT specialists can assist by introducing the exiting shareholders to lenders, whilst preparing financial forecasts in order to satisfy lender requirements.

  • EOT Design and Tax Structuring

    Our EOT partners can assist in the deal structure and the design of the EOT alongside legal specialists, ensuring that there is full transparency from the outset.

  • Oversight and Communication

    The Curious Guys and our EOT Partners offer support and guidance throughout the EOT process.

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