Is an Employee Ownership Trust (EOT) Right for You?

If you’re a business owner planning your succession, an Employee Ownership Trust (EOT) could offer the ideal way to protect your company’s independence, reward your team, and exit on your own terms.

What is an EOT?

An EOT allows you to sell a majority stake (51% or more) to a trust set up for the benefit of your employees. The trust becomes the majority shareholder, keeping the business independent and enabling staff to share in its success.

When Do EOTs Work Best?

EOTs are most effective for:

• Profitable, stable businesses

• Strong leadership teams ready to step up

• Founders seeking a values-led succession

• Companies wanting to preserve culture and independence

Why Choose an EOT?

An EOT could be the right path if you want to:

• Exit on your own terms

• Reward and retain your team

• Protect your company’s future

• Benefit from potential 100% Capital Gains Tax relief

How Symmetry Can Help

At Symmetry Corporate Finance, we guide owners through every stage of an EOT. From assessing suitability and structuring the transaction to managing the sale process. Our goal is to ensure your exit is both financially sound and aligned with your long-term vision.

Thinking about succession? Get in touch to discuss whether an EOT is the right next step for your business.